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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2976
Sandbox Financial Partners
Maryland
$291K -$139K -284 -33%
LI
2977
LVZ Inc
Michigan
$289K -$24.5K -50 -8%
SFO
2978
Standard Family Office
South Dakota
$289K – – –
SIC
2979
SFE Investment Counsel
California
$288K -$65.2K -133 -19%
ZF
2980
Zhang Financial
Michigan
$288K -$12.3K -25 -4%
PWA
2981
Provenance Wealth Advisors
Florida
$287K -$16.2K -33 -6%
PW
2982
Peninsula Wealth
California
$287K +$5.88K +12 +2%
LAM
2983
Lakewood Asset Management
Illinois
$286K +$980 +2 +0.4%
NA
2984
Nordwand Advisors
Pennsylvania
$285K -$802K -1,637 -75%
PGIM
2985
Pacific Global Investment Management
California
$285K – – –
BAM
2986
Blueshift Asset Management
New Jersey
$285K +$274K +559 New
4WM
2987
49 Wealth Management
Texas
$285K +$282K +575 New
LFS
2988
Legacy Financial Strategies
Kansas
$284K +$10.8K +22 +4%
ES
2989
Eagle Strategies
New York
$284K -$614K -1,253 -69%
BFO
2990
Biltmore Family Office
North Carolina
$284K +$273K +557 New
BHBT
2991
Burke & Herbert Bank & Trust
Virginia
$283K -$62.7K -128 -19%
AWM
2992
Alterna Wealth Management
Texas
$283K -$15.2K -31 -5%
DI
2993
Diligent Investors
California
$283K +$3.92K +8 +1%
CIA
2994
Compass Ion Advisors
Pennsylvania
$282K – – –
GCM
2995
G2 Capital Management
Ohio
$282K +$980 +2 +0.4%
BIA
2996
Barry Investment Advisors
Massachusetts
$281K – – –
ELM
2997
Elite Life Management
Florida
$281K +$11.3K +23 +4%
OPWM
2998
Oakwell Private Wealth Management
Texas
$281K – – –
MWM
2999
Magnolia Wealth Management
Alabama
$280K -$270K -550 -50%
MAM
3000
Mainsail Asset Management
Alabama
$280K – – –
118 119
120
121 122