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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
3001
Boyd Watterson Asset Management
Ohio
$66.8K -$20.3K -53 -20%
CIAS
3002
CBIZ Investment Advisory Services
Ohio
$65.4K -$84.1K -220 -51%
DPW
3003
DiNuzzo Private Wealth
Pennsylvania
$65.2K -$13.4K -35 -14%
HFS
3004
Hughes Financial Services
Virginia
$64.1K +$52.7K +138 +112%
SGC
3005
Slocum, Gordon & Co
Rhode Island
$62.4K – – –
SIS
3006
Strategic Investment Solutions
Illinois
$62.4K +$76.4K +200 New
RWS
3007
Retirement Wealth Solutions
Wisconsin
$62.1K +$4.97K +13 +7%
HHMI
3008
Howard Hughes Medical Institute
Maryland
$61.8K +$75.7K +198 New
RFG
3009
REAP Financial Group
Texas
$61.8K -$4.97K -13 -6%
DAM
3010
Delta Asset Management
Tennessee
$60.2K – – –
PA
3011
Pineridge Advisors
Missouri
$59.6K +$764 +2 +1%
EWP
3012
Elevation Wealth Partners
California
$59K – – –
BHWM
3013
Bay Harbor Wealth Management
Maryland
$59K +$6.5K +17 +10%
VC
3014
Vestor Capital
Illinois
$58K -$5.93M -15,523 -97%
MSWA
3015
Marshall & Sterling Wealth Advisors
New York
$57.2K +$8.03K +21 +13%
CAWM
3016
Capital A Wealth Management
Pennsylvania
$56.9K -$383K -1,003 -90%
MFG
3017
Mendota Financial Group
Wisconsin
$56.2K -$5.35K -14 -7%
BHWM
3018
Beaird Harris Wealth Management
Texas
$54.6K – – –
VWM
3019
Vermillion Wealth Management
Minnesota
$54.2K +$4.2K +11 +7%
NC
3020
North Capital
Utah
$52.1K -$16.4K -43 -20%
EPW
3021
Evergreen Private Wealth
Colorado
$51.8K – – –
CGA
3022
Compound Global Advisors
Washington
$50.5K -$172K -450 -74%
VWA
3023
Valued Wealth Advisors
Utah
$50.2K -$2.67K -7 -4%
TIM
3024
Total Investment Management
Arizona
$50K +$61.2K +160 New
EPAM
3025
Evelyn Partners Asset Management
$48.7K -$1.27M -3,331 -96%
119 120
121
122 123