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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2751
Carmel Capital Partners
California
$315K +$14.3K +27 +5%
CWM
2752
Cherrydale Wealth Management
New Jersey
$315K +$38.7K +73 +14%
BIA
2753
Bell Investment Advisors
California
$315K +$59.9K +113 +23%
CCP
2754
Cassia Capital Partners
North Carolina
$313K -$57.7K -109 -16%
HPWM
2755
High Pines Wealth Management
Massachusetts
$312K +$530 +1 +0.2%
AIP
2756
Ahrens Investment Partners
Louisiana
$312K -$78.9K -149 -20%
VC
2757
Vicus Capital
Pennsylvania
$310K -$138K -260 -31%
GIM
2758
Grassi Investment Management
California
$310K – – –
EWM
2759
Endowment Wealth Management
Wisconsin
$310K -$14.8K -28 -5%
IWM
2760
Iams Wealth Management
Nebraska
$310K +$309K +584 New
MA
2761
MAS Advisors
Florida
$309K -$32.8K -62 -10%
DA
2762
Dash Acquisitions
California
$309K – – –
OLA
2763
Oliver Luxxe Assets
New Jersey
$308K -$2.65K -5 -0.9%
SSC
2764
Syverson Strege & Co
Iowa
$307K +$1.06K +2 +0.3%
BWCS
2765
Beirne Wealth Consulting Services
Connecticut
$307K +$16M +30,237 New
EWA
2766
ERTS Wealth Advisors
Michigan
$306K -$16.4K -31 -5%
OCPWS
2767
One Charles Private Wealth Services
Massachusetts
$306K -$1.59K -3 -0.5%
APW
2768
Acima Private Wealth
Virginia
$306K – – –
TWM
2769
Tanager Wealth Management
United Kingdom
$306K +$306K +577 New
KL
2770
KilterHowling LLC
Colorado
$305K -$3.18K -6 -1%
LL
2771
LPWM LLC
Minnesota
$303K -$36.5K -69 -10%
DWA
2772
Dougherty Wealth Advisers
Minnesota
$303K – – –
PGIM
2773
Pacific Global Investment Management
California
$302K +$24.4K +46 +9%
JE
2774
JMAC Enterprises
Pennsylvania
$302K -$2.12K -4 -0.7%
TFA
2775
Trinity Financial Advisors
Ohio
$300K +$300K +566 New
109 110
111
112 113