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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2751
Cascade Financial Partners
California
$390K +$452K +889 New
WDA
2752
Wendell David Associates
New Hampshire
$389K -$30.5K -60 -7%
AWM
2753
Aviso Wealth Management
Washington
$389K +$117K +231 +42%
GFPC
2754
Global Financial Private Client
Florida
$388K – – –
TWA
2755
Tandem Wealth Advisors
Arizona
$386K – – –
IAG
2756
Investmark Advisory Group
Connecticut
$386K +$508 +1 +0.1%
EWM
2757
Edge Wealth Management
New York
$384K +$183K +360 +86%
RS
2758
Rakuten Securities
Japan
$384K +$248K +487 +168%
MTC
2759
McDaniel Terry & Co
Texas
$384K +$67.1K +132 +20%
SG
2760
Sienna Gestion
France
$383K +$394K +775 New
BFWA
2761
Benchmark Financial Wealth Advisors
Florida
$383K +$40.7K +80 +12%
TMWM
2762
Taylor & Morgan Wealth Management
Michigan
$382K +$508 +1 +0.1%
EL
2763
EWA LLC
Pennsylvania
$382K +$379K +745 New
CAM
2764
Columbia Asset Management
Michigan
$381K – – –
WP
2765
Westmount Partners
California
$381K -$46.8K -92 -11%
GAM
2766
Garrison Asset Management
Arkansas
$380K -$5.08K -10 -1%
BHIA
2767
Birch Hill Investment Advisors
Massachusetts
$380K +$10.2K +20 +3%
AWCI
2768
Alpine Woods Capital Investors
New York
$380K -$12.7K -25 -3%
IFO
2769
Independent Family Office
New York
$379K +$66.1K +130 +20%
KLI
2770
Kelman-Lazarov Inc
Tennessee
$378K – – –
JWA
2771
JFS Wealth Advisors
Pennsylvania
$377K +$30.5K +60 +9%
BMA
2772
Brooks Moore & Associates
Tennessee
$377K -$16.3K -32 -4%
RLIM
2773
Red Lighthouse Investment Management
New York
$376K +$2.03K +4 +0.5%
WWC
2774
Waypoint Wealth Counsel
Georgia
$376K +$14.2K +28 +4%
RMCM
2775
Reynders McVeigh Capital Management
Massachusetts
$376K +$20.3K +40 +6%
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