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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
3026
Ridgewood Investments
New Jersey
$68.2K +$69.5K +144 New
HT
3027
Headlands Technologies
Illinois
$67.1K -$1.22M -2,520 -95%
DCM
3028
Dudley Capital Management
Virginia
$64.7K – – –
LFA
3029
Legend Financial Advisors
Pennsylvania
$63.8K -$15K -31 -19%
JMF
3030
Johnson Midwest Financial
Iowa
$63K – – –
NSG
3031
Nalls Sherbakoff Group
Tennessee
$61.1K +$62.7K +130 New
BAM
3032
Baldrige Asset Management
Pennsylvania
$61K +$2.41K +5 +4%
GWMI
3033
Guardian Wealth Management (Illinois)
Illinois
$60.3K +$483 +1 +0.8%
CAM
3034
Chesapeake Asset Management
New York
$60.3K +$61.3K +127 New
GIS
3035
Grayhawk Investment Strategies
Alberta, Canada
$60K +$28.5K +59 +169%
WOC
3036
West Oak Capital
California
$59.1K – – –
OA
3037
Operose Advisors
Wisconsin
$58.6K – – –
CSWM
3038
Cassady Schiller Wealth Management
Ohio
$58.1K -$4.83K -10 -8%
TLA
3039
Tanglewood Legacy Advisors
Texas
$57.7K – – –
BAM
3040
Bellevue Asset Management
Washington
$57.7K – – –
RWM
3041
Ruedi Wealth Management
Illinois
$57.2K – – –
FSWA
3042
Financial Synergies Wealth Advisors
Texas
$57.2K +$1.93K +4 +3%
OAJ
3043
Ogorek Anthony Joseph
New York
$57K – – –
GFWA
3044
Grey Fox Wealth Advisors
Delaware
$56.8K +$3.86K +8 +7%
BSWA
3045
Bromfield Sneider Wealth Advisors
Massachusetts
$49.6K – – –
TAM
3046
Tucker Asset Management
Colorado
$48.2K +$18.3K +38 +59%
BHWM
3047
Beaird Harris Wealth Management
Texas
$47.3K -$84.9K -176 -64%
HF
3048
Halpern Financial
Virginia
$47.3K – – –
SC
3049
Solstein Capital
California
$46.3K – – –
PPWM
3050
PFG Private Wealth Management
Florida
$43K -$1.45K -3 -3%
120 121
122
123 124