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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3101
Tidemark
California
$155K +$31.9K +86 +30%
SFCL
3102
Strengthening Families & Communities LLC
Massachusetts
$155K -$14.8K -40 -10%
KSB
3103
Kennebec Savings Bank
Maine
$154K – – –
HIMS
3104
Hager Investment Management Services
New Hampshire
$153K +$14.8K +40 +12%
EWP
3105
Elevation Wealth Partners
California
$153K +$45.6K +123 +50%
HTI
3106
Hikari Tsushin Inc
Japan
$152K – – –
WSCM
3107
Wellington Shields Capital Management
New York
$150K – – –
SHIM
3108
Stone House Investment Management
Pennsylvania
$150K +$2.6K +7 +2%
DMIC
3109
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148K -$65.6K -177 -33%
AW
3110
Ankerstar Wealth
Texas
$148K – – –
PS
3111
Pinney & Scofield
Massachusetts
$148K – – –
BIA
3112
Bell Investment Advisors
California
$146K +$38.9K +105 +43%
WPWM
3113
Western Pacific Wealth Management
Illinois
$144K -$18.5K -50 -13%
HC
3114
Hara Capital
Washington
$143K – – –
PCFFS
3115
Pacific Center for Financial Services
California
$143K – – –
KFP
3116
Kerr Financial Planning
California
$141K +$741 +2 +0.6%
ABWM
3117
Alpine Bank Wealth Management
Colorado
$141K +$126K +340 New
PWMG
3118
Private Wealth Management Group
New Jersey
$138K -$7.41K -20 -6%
APFP
3119
Action Point Financial Planning
Michigan
$138K +$126K +339 New
MFT
3120
Moisand Fitzgerald Tamayo
Florida
$138K – – –
EP
3121
Elkhorn Partners
Nebraska
$137K -$51.9K -140 -30%
MAFA
3122
MJT & Associates Financial Advisory
Minnesota
$135K – – –
SFO
3123
Standard Family Office
South Dakota
$135K – – –
MFP
3124
Meramec Financial Planners
Missouri
$134K -$3.71K -10 -3%
SW
3125
StrongBox Wealth
Missouri
$132K +$117K +317 New
123 124
125
126 127