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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3076
Financial Avengers
California
$90.4K -$19.3K -57 -17%
OC
3077
Optima Capital
Oregon
$90.3K +$92.9K +274 New
KFP
3078
Kerr Financial Planning
California
$90K -$2.71K -8 -2%
T
3079
Tidemark
California
$89.9K -$4.07K -12 -4%
CFG
3080
Clayton Financial Group
Missouri
$87.3K +$16.9K +50 +23%
PWMG
3081
Private Wealth Management Group
New Jersey
$87.2K +$15.3K +45 +21%
SAM
3082
Sherman Asset Management
California
$85.8K – – –
HWP
3083
Highline Wealth Partners
California
$85.1K +$12.2K +36 +16%
SWIM
3084
Smallwood Wealth Investment Management
New Jersey
$83.8K – – –
NL
3085
NorthAvenue LLC
Ohio
$82.5K +$84.7K +250 New
LAM
3086
Lummis Asset Management
Texas
$82.2K – – –
BOJHT
3087
Bank of Jackson Hole Trust
Wyoming
$81.2K -$85.7K -253 -51%
PWA
3088
Provenance Wealth Advisors
Florida
$79.9K – – –
CWM
3089
Consultiva Wealth Management
Puerto Rico
$79.6K – – –
BONH
3090
Bank of New Hampshire
New Hampshire
$79.2K – – –
CWM
3091
Copia Wealth Management
Oregon
$79.2K – – –
CG
3092
Curat Global
New Hampshire
$79.2K – – –
EPAM
3093
Evelyn Partners Asset Management
$78.2K +$9.15K +27 +13%
BBPWM
3094
Blue Bell Private Wealth Management
Pennsylvania
$75.3K +$339 +1 +0.4%
VWWMG
3095
Vermillion & White Wealth Management Group
Pennsylvania
$71.7K -$8.47K -25 -10%
AFC
3096
Ares Financial Consulting
California
$71.4K +$73.2K +216 New
DF
3097
Dunhill Financial
United Kingdom
$71.2K +$92.5K +273 +128%
TC
3098
Truvestments Capital
Florida
$71.1K +$2.37K +7 +3%
BIA
3099
Bell Investment Advisors
California
$71K -$45.1K -133 -38%
POIA
3100
Pin Oak Investment Advisors
Texas
$70K – – –
122 123
124
125 126