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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
3001
Atwood & Palmer
Missouri
$164K – – –
PGAM
3002
Princeton Global Asset Management
New Jersey
$163K -$16.6K -49 -9%
OA
3003
Operose Advisors
Wisconsin
$162K -$141K -415 -46%
BW
3004
Basepoint Wealth
Iowa
$162K +$166K +491 New
TFGT
3005
TS Financial Group (TSFG)
Illinois
$162K -$2.03K -6 -1%
IWM
3006
IMG Wealth Management
Florida
$160K +$18K +53 +12%
FGAM
3007
Financial Gravity Asset Management
Texas
$160K -$40.3K -119 -20%
BC
3008
Barrett & Company
Rhode Island
$159K -$225K -664 -58%
E
3009
Entelevest
Florida
$157K +$162K +477 New
FFO
3010
Fortitude Family Office
Arizona
$154K +$22K +65 +16%
RFG
3011
REAP Financial Group
Texas
$150K +$12.2K +36 +9%
GWS
3012
Greykasell Wealth Strategies
California
$150K -$47.4K -140 -24%
AMPWP
3013
Alvarez & Marsal Private Wealth Partners
Florida
$150K +$154K +453 New
USB
3014
Union Savings Bank
Connecticut
$148K +$152K +449 New
RA
3015
Ransom Advisory
Rhode Island
$147K -$136K -400 -47%
BW
3016
Bravera Wealth
North Dakota
$146K +$150K +442 New
FFL
3017
Financial Freedom LLC
Ohio
$145K +$339 +1 +0.2%
PFO
3018
Pioneer Family Office
Florida
$145K +$149K +440 New
BTD
3019
BankPlus Trust Department
Mississippi
$143K -$107K -316 -42%
SNB
3020
Security National Bank
Nebraska
$141K +$20K +59 +16%
BT
3021
Banque Transatlantique
France
$141K -$16.6K -49 -10%
ISWM
3022
Intesa Sanpaolo Wealth Management
$140K +$144K +424 New
CSB
3023
City State Bank
Iowa
$138K -$625K -1,844 -82%
WPA
3024
Wealth Preservation Advisors
Tennessee
$135K – – –
SFCL
3025
Strengthening Families & Communities LLC
Massachusetts
$135K +$24.1K +71 +21%
119 120
121
122 123