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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3026
Alesco Advisors
New York
$271K +$22.1K +45 +9%
CCA
3027
Carrera Capital Advisors
Michigan
$271K +$261K +532 New
FA
3028
Fermata Advisors
California
$271K -$82.3K -168 -24%
CCM
3029
Crew Capital Management
Ohio
$270K – – –
WIM
3030
Warwick Investment Management
Texas
$270K +$260K +531 New
WWM
3031
Waterway Wealth Management
Texas
$270K +$260K +530 New
SCM
3032
Saxony Capital Management
Missouri
$270K +$8.82K +18 +4%
FPFS
3033
First Personal Financial Services
North Carolina
$270K – – –
KCIC
3034
Kuhn & Co Investment Counsel
Illinois
$269K +$1.47K +3 +0.6%
ICM
3035
Intrepid Capital Management
Florida
$269K +$19.6K +40 +8%
FWM
3036
Focused Wealth Management
New York
$269K – – –
RFA
3037
Rollins Financial Advisors
New York
$268K – – –
LF
3038
LifeSteps Financial
California
$268K – – –
BSHC
3039
Breed's Hill Capital
Massachusetts
$267K +$20.1K +41 +8%
SL
3040
Sentry LLC
Tennessee
$267K – – –
HFRG
3041
Houlihan Financial Resource Group
Virginia
$267K – – –
PCA
3042
Peddock Capital Advisors
Massachusetts
$267K -$61.3K -125 -19%
WP
3043
WealthPLAN Partners
Nebraska
$266K -$11.3K -23 -4%
TC
3044
Truvestments Capital
Florida
$266K +$256K +523 New
IPW
3045
Invictus Private Wealth
Colorado
$265K -$66.2K -135 -21%
FHWM
3046
Fox Hill Wealth Management
Massachusetts
$265K -$170K -346 -40%
S
3047
Sachetta
Massachusetts
$264K +$980 +2 +0.4%
PBC
3048
Pavion Blue Capital
California
$264K – – –
NAMNJ
3049
NorthStar Asset Management (New Jersey)
New Jersey
$263K -$17.6K -36 -7%
CWA
3050
Clarity Wealth Advisors
California
$263K -$7.84K -16 -3%
120 121
122
123 124