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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3101
Hoese & Co
Minnesota
$185K -$111K -300 -40%
ITIM
3102
Indiana Trust & Investment Management
Indiana
$183K – – –
PFO
3103
Pioneer Family Office
Florida
$183K – – –
AEPWM
3104
Atlantic Edge Private Wealth Management
Florida
$183K +$111K +300 +216%
IWM
3105
IMG Wealth Management
Florida
$179K +$30.4K +82 +23%
AT
3106
Arlington Trust
Alabama
$178K +$23.7K +64 +18%
QWM
3107
Quaker Wealth Management
New Jersey
$177K +$2.6K +7 +2%
BW
3108
Bravera Wealth
North Dakota
$175K -$19.6K -53 -11%
AFC
3109
Ares Financial Consulting
California
$174K +$10.4K +28 +7%
WA
3110
WPG Advisers
Maryland
$171K +$33.4K +90 +28%
FFO
3111
Fortitude Family Office
Arizona
$171K +$53.7K +145 +55%
NAC
3112
NI Acquisitions Company
Pennsylvania
$171K +$152K +411 New
FCT
3113
First Community Trust
Iowa
$170K – – –
S
3114
Sachetta
Massachusetts
$169K +$19.3K +52 +15%
IAAG
3115
Innovative Asset Advisors Group
Connecticut
$167K +$149K +402 New
MS
3116
Monetary Solutions
Ohio
$166K – – –
MWM
3117
Mascoma Wealth Management
New Hampshire
$165K +$3.71K +10 +3%
T
3118
Tidemark
California
$155K +$31.9K +86 +30%
SFCL
3119
Strengthening Families & Communities LLC
Massachusetts
$155K -$14.8K -40 -10%
KSB
3120
Kennebec Savings Bank
Maine
$154K – – –
HIMS
3121
Hager Investment Management Services
New Hampshire
$153K +$14.8K +40 +12%
EWP
3122
Elevation Wealth Partners
California
$153K +$45.6K +123 +50%
HTI
3123
Hikari Tsushin Inc
Japan
$152K – – –
WSCM
3124
Wellington Shields Capital Management
New York
$150K – – –
SHIM
3125
Stone House Investment Management
Pennsylvania
$150K +$2.6K +7 +2%
123 124
125
126 127