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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
2901
Blueprint Investment Partners
North Carolina
$327K -$21.1K -43 -6%
AWM
2902
Accel Wealth Management
Iowa
$326K +$111K +227 +55%
VBWMG
2903
Von Berge Wealth Management Group
California
$326K +$490 +1 +0.2%
VCP
2904
Vista Capital Partners
Oregon
$325K +$15.7K +32 +5%
WDG
2905
Wealth Dimensions Group
Ohio
$325K +$2.94K +6 +0.9%
EWM
2906
Endowment Wealth Management
Wisconsin
$325K +$5.88K +12 +2%
MPW
2907
MGO Private Wealth
California
$324K – – –
HKIMG
2908
Hutchens & Kramer Investment Management Group
Indiana
$324K -$211K -431 -40%
GF
2909
Gries Financial
Ohio
$323K -$503K -1,026 -62%
GA
2910
GSG Advisors
New Jersey
$322K +$30.9K +63 +11%
BBW
2911
Blue Barn Wealth
Utah
$322K +$37.7K +77 +14%
AA
2912
Aufman Associates
Pennsylvania
$322K +$3.43K +7 +1%
SC
2913
Stephenson & Company
California
$320K – – –
TFM
2914
TFC Financial Management
Massachusetts
$320K +$105K +215 +52%
SWM
2915
Seed Wealth Management
Illinois
$319K – – –
EIA
2916
Edgemoor Investment Advisors
Maryland
$319K -$1.96K -4 -0.6%
USB
2917
Union Savings Bank
Connecticut
$319K +$18.6K +38 +6%
SN
2918
Sittner & Nelson
Oregon
$318K -$15.2K -31 -5%
HWA
2919
Heartwood Wealth Advisors
Virginia
$318K -$22.1K -45 -7%
SFS
2920
Security Financial Services
Indiana
$317K +$2.94K +6 +1%
LFP
2921
Lakeshore Financial Planning
Michigan
$317K – – –
HIM
2922
Hillsdale Investment Management
Ontario, Canada
$317K -$1.13M -2,301 -79%
CA
2923
Crumly & Associates
Illinois
$316K – – –
MWM
2924
Maripau Wealth Management
Indiana
$315K +$303K +619 New
AIM
2925
Avity Investment Management
Connecticut
$315K – – –
115 116
117
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