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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2926
Private Client Services
Kentucky
$314K -$980 -2 -0.3%
MCC
2927
Malaga Cove Capital
California
$313K +$301K +615 New
CJL
2928
Cyrus J. Lawrence
New York
$313K -$7.48M -15,269 -96%
TA
2929
TruWealth Advisors
Louisiana
$313K -$11.8M -24,005 -98%
PPG
2930
Peak Planning Group
Colorado
$312K +$100K +205 +50%
WDC
2931
Woodward Diversified Capital
California
$312K +$47.5K +97 +19%
WF
2932
Wayfinding Financial
Washington
$312K -$8.33K -17 -3%
EPA
2933
Element Pointe Advisors
Florida
$312K -$47.1K -96 -14%
OFS
2934
Oldfather Financial Services
Nebraska
$312K – – –
BA
2935
Bridge Advisory
California
$311K -$4.9K -10 -2%
WAS
2936
Winch Advisory Services
Wisconsin
$311K +$5.39K +11 +2%
VAM
2937
Verity Asset Management
North Carolina
$311K +$39.2K +80 +15%
XWM
2938
Xcel Wealth Management
Florida
$311K -$5.88K -12 -2%
BWA
2939
Brave Warrior Advisors
New York
$311K – – –
MTC
2940
McDaniel Terry & Co
Texas
$310K -$82.3K -168 -22%
GRA
2941
Golden Road Advisors
Florida
$309K +$45.1K +92 +17%
WB
2942
West Bancorporation
Iowa
$309K -$3.92K -8 -1%
ML
2943
McAdam LLC
Pennsylvania
$308K +$50K +102 +20%
CCM
2944
Coerente Capital Management
Ontario, Canada
$308K +$83.3K +170 +39%
SGWM
2945
Sterling Group Wealth Management
California
$308K +$296K +604 New
IA
2946
IMZ Advisory
Florida
$307K -$7.35K -15 -2%
RFN
2947
Redwood Financial Network
Ohio
$306K -$43.1K -88 -13%
OW
2948
Olistico Wealth
Oklahoma
$306K -$7.35K -15 -2%
HWM
2949
Howard Wealth Management
Connecticut
$306K -$24.5K -50 -8%
WC
2950
Woodstock Corp
Massachusetts
$306K -$41.2K -84 -12%
116 117
118
119 120