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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
2926
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$330K -$29.3K -55 -8%
IA
2927
IMZ Advisory
Florida
$329K +$337K +632 New
AA
2928
Aufman Associates
Pennsylvania
$329K – – –
ACC
2929
Acorn Creek Capital
Colorado
$329K +$333K +624 New
CISOA
2930
Capital Investment Services of America
Wisconsin
$327K +$2.67K +5 +0.8%
LFP
2931
Lakeshore Financial Planning
Michigan
$327K +$533 +1 +0.2%
BW
2932
BIP Wealth
Georgia
$327K +$112K +210 +51%
CC
2933
Cipher Capital
New York
$327K -$622K -1,167 -65%
NC
2934
NovaPoint Capital
Georgia
$327K -$4.8K -9 -1%
OW
2935
Olistico Wealth
Oklahoma
$326K – – –
WSC
2936
Wellington Shields & Co
New York
$325K – – –
AIM
2937
Avity Investment Management
Connecticut
$325K +$330K +618 New
TA
2938
TFB Advisors
Kansas
$325K -$240K -450 -42%
CGFA
2939
Colton Groome Financial Advisors
North Carolina
$325K +$27.7K +52 +9%
PW
2940
Peninsula Wealth
California
$324K +$18.7K +35 +6%
DIP
2941
Davis Investment Partners
North Carolina
$324K +$317K +594 New
IWM
2942
Integris Wealth Management
California
$323K +$11.7K +22 +4%
FA
2943
Fortis Advisors
Pennsylvania
$323K – – –
PWA
2944
Provenance Wealth Advisors
Florida
$322K +$59.7K +112 +22%
MIM
2945
Merrion Investment Management
New Jersey
$322K – – –
BWA
2946
Brave Warrior Advisors
New York
$321K -$53.3K -100 -14%
CWA
2947
CJM Wealth Advisers
Virginia
$321K +$3.2K +6 +1%
DWA
2948
Delap Wealth Advisory
Oregon
$321K +$325K +609 New
VV
2949
Verity & Verity
South Carolina
$321K +$24K +45 +8%
YCG
2950
Yeomans Consulting Group
Georgia
$320K +$324K +608 New
116 117
118
119 120