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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
3001
TS Financial Group (TSFG)
Illinois
$162K -$2.03K -6 -1%
IWM
3002
IMG Wealth Management
Florida
$160K +$18K +53 +12%
FGAM
3003
Financial Gravity Asset Management
Texas
$160K -$40.3K -119 -20%
BC
3004
Barrett & Company
Rhode Island
$159K -$225K -664 -58%
E
3005
Entelevest
Florida
$157K +$162K +477 New
FFO
3006
Fortitude Family Office
Arizona
$154K +$22K +65 +16%
RFG
3007
REAP Financial Group
Texas
$150K +$12.2K +36 +9%
GWS
3008
Greykasell Wealth Strategies
California
$150K -$47.4K -140 -24%
AMPWP
3009
Alvarez & Marsal Private Wealth Partners
Florida
$150K +$154K +453 New
USB
3010
Union Savings Bank
Connecticut
$148K +$152K +449 New
RA
3011
Ransom Advisory
Rhode Island
$147K -$136K -400 -47%
BW
3012
Bravera Wealth
North Dakota
$146K +$150K +442 New
FFL
3013
Financial Freedom LLC
Ohio
$145K +$339 +1 +0.2%
PFO
3014
Pioneer Family Office
Florida
$145K +$149K +440 New
BTD
3015
BankPlus Trust Department
Mississippi
$143K -$107K -316 -42%
SNB
3016
Security National Bank
Nebraska
$141K +$20K +59 +16%
BT
3017
Banque Transatlantique
France
$141K -$16.6K -49 -10%
ISWM
3018
Intesa Sanpaolo Wealth Management
$140K +$144K +424 New
CSB
3019
City State Bank
Iowa
$138K -$625K -1,844 -82%
WPA
3020
Wealth Preservation Advisors
Tennessee
$135K – – –
SFCL
3021
Strengthening Families & Communities LLC
Massachusetts
$135K +$24.1K +71 +21%
FCT
3022
First Community Trust
Iowa
$135K +$11.9K +35 +9%
TWD
3023
True Wealth Design
Ohio
$135K -$36.3K -107 -21%
KA
3024
Kozak & Associates
Colorado
$133K -$28.1K -83 -18%
EP
3025
Essential Partners
California
$133K -$36.9K -109 -21%
119 120
121
122 123