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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2926
Fermata Advisors
California
$354K +$41.9K +74 +14%
CCM
2927
Coerente Capital Management
Ontario, Canada
$354K – – –
SGWM
2928
Sterling Group Wealth Management
California
$353K – – –
TPWA
2929
Twin Peaks Wealth Advisors
California
$353K +$64.5K +114 +23%
PW
2930
Peninsula Wealth
California
$353K +$31.7K +56 +10%
WIM
2931
Warwick Investment Management
Texas
$352K +$40.2K +71 +13%
CIA
2932
Compass Ion Advisors
Pennsylvania
$351K +$18.1K +32 +6%
TFA
2933
Teamwork Financial Advisors
Texas
$350K -$24.9K -44 -7%
ABWM
2934
Alpine Bank Wealth Management
Colorado
$350K +$338K +598 New
TFA
2935
Tobias Financial Advisors
Florida
$349K +$6.79K +12 +2%
RFA
2936
Rollins Financial Advisors
New York
$349K +$39.6K +70 +13%
WPW
2937
Warther Private Wealth
Ohio
$348K -$252K -445 -43%
HWA
2938
Heartwood Wealth Advisors
Virginia
$348K -$15.8K -28 -4%
HWM
2939
Howard Wealth Management
Connecticut
$348K -$2.83K -5 -0.8%
VBWMG
2940
Von Berge Wealth Management Group
California
$348K -$43K -76 -12%
OPTFSNA
2941
Old Point Trust & Financial Services N A
Virginia
$348K – – –
C
2942
Covestor
United Kingdom
$347K -$33.9K -60 -9%
MKC
2943
M. Kraus & Co
Vermont
$347K -$29.4K -52 -8%
OCPWS
2944
One Charles Private Wealth Services
Massachusetts
$346K – – –
HIM
2945
Hanlon Investment Management
New Jersey
$346K +$113K +199 +51%
TC
2946
Truvestments Capital
Florida
$346K +$38.5K +68 +13%
PPG
2947
Peak Planning Group
Colorado
$345K -$12.4K -22 -4%
FSA
2948
Fort Sheridan Advisors
Illinois
$345K +$334K +590 New
HHGA
2949
Halbert Hargrove Global Advisors
California
$344K -$32.8K -58 -9%
PA
2950
Promethium Advisors
Maryland
$344K +$333K +588 New
116 117
118
119 120