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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
3076
Independent Family Office
New York
$331K – – –
IWM
3077
Integris Wealth Management
California
$331K +$96.6K +170 +35%
LC
3078
Landaas & Company
Wisconsin
$330K – – –
BAWM
3079
Bennett Associates Wealth Management
Pennsylvania
$330K +$132K +233 +56%
CFO
3080
Custos Family Office
Texas
$330K -$1.71K -3 -0.5%
KSWWM
3081
Keyes Stange & Wooten Wealth Management
Florida
$329K -$430K -757 -54%
EAM
3082
Evanson Asset Management
California
$328K – – –
PW
3083
Peninsula Wealth
California
$327K +$17K +30 +5%
AC
3084
AlphaCore Capital
California
$327K +$23.3K +41 +7%
USB
3085
Union Savings Bank
Connecticut
$327K – – –
IAA
3086
Ironsides Asset Advisors
North Carolina
$327K – – –
DA
3087
Dash Acquisitions
California
$327K – – –
TFA
3088
Tobias Financial Advisors
Florida
$326K +$27.3K +48 +8%
HHRDM
3089
H&H Retirement Design & Management
Nevada
$326K -$80.7K -142 -17%
FF
3090
Francis Financial
$325K +$172K +302 +48%
TFA
3091
Teamwork Financial Advisors
Texas
$323K +$23.3K +41 +7%
MWM
3092
Mascoma Wealth Management
New Hampshire
$323K -$8.52K -15 -2%
RA
3093
Rise Advisors
New York
$323K -$568 -1 -0.2%
CCA
3094
Cottonwood Capital Advisors
Utah
$323K -$18.2K -32 -5%
SA
3095
Stewardship Advisors
Pennsylvania
$322K +$69.3K +122 +24%
LI
3096
Lafayette Investments
Maryland
$321K -$36.9K -65 -9%
GIP
3097
Greatmark Investment Partners
Georgia
$321K -$11.4K -20 -3%
AWAP
3098
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$320K – – –
4A
3099
4Wealth Advisors
Illinois
$319K +$359K +631 New
WWM
3100
Waterway Wealth Management
Texas
$319K +$34.1K +60 +11%
122 123
124
125 126