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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
2976
Forthright Family Wealth Advisory
Texas
$291K +$26.5K +54 +10%
SFP
2977
Sandbox Financial Partners
Maryland
$291K -$139K -284 -33%
LI
2978
LVZ Inc
Michigan
$289K -$24.5K -50 -8%
SFO
2979
Standard Family Office
South Dakota
$289K – – –
SIC
2980
SFE Investment Counsel
California
$288K -$65.2K -133 -19%
ZF
2981
Zhang Financial
Michigan
$288K -$12.3K -25 -4%
PWA
2982
Provenance Wealth Advisors
Florida
$287K -$16.2K -33 -6%
PW
2983
Peninsula Wealth
California
$287K +$5.88K +12 +2%
LAM
2984
Lakewood Asset Management
Illinois
$286K +$980 +2 +0.4%
NA
2985
Nordwand Advisors
Pennsylvania
$285K -$802K -1,637 -75%
PGIM
2986
Pacific Global Investment Management
California
$285K – – –
BAM
2987
Blueshift Asset Management
New Jersey
$285K +$274K +559 New
4WM
2988
49 Wealth Management
Texas
$285K +$282K +575 New
LFS
2989
Legacy Financial Strategies
Kansas
$284K +$10.8K +22 +4%
ES
2990
Eagle Strategies
New York
$284K -$614K -1,253 -69%
BFO
2991
Biltmore Family Office
North Carolina
$284K +$273K +557 New
BHBT
2992
Burke & Herbert Bank & Trust
Virginia
$283K -$62.7K -128 -19%
AWM
2993
Alterna Wealth Management
Texas
$283K -$15.2K -31 -5%
DI
2994
Diligent Investors
California
$283K +$3.92K +8 +1%
CIA
2995
Compass Ion Advisors
Pennsylvania
$282K – – –
GCM
2996
G2 Capital Management
Ohio
$282K +$980 +2 +0.4%
BIA
2997
Barry Investment Advisors
Massachusetts
$281K – – –
ELM
2998
Elite Life Management
Florida
$281K +$11.3K +23 +4%
OPWM
2999
Oakwell Private Wealth Management
Texas
$281K – – –
MWM
3000
Magnolia Wealth Management
Alabama
$280K -$270K -550 -50%
118 119
120
121 122