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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3101
Stephenson & Company
California
$319K +$1.14K +2 +0.3%
YCG
3102
Yeomans Consulting Group
Georgia
$319K -$19.3K -34 -5%
PCS
3103
Private Client Services
Kentucky
$318K +$1.14K +2 +0.3%
NC
3104
Napatree Capital
Rhode Island
$318K +$50.6K +89 +16%
TCM
3105
Tuttle Capital Management
Connecticut
$318K +$90.9K +160 +34%
EA
3106
Echo45 Advisors
California
$318K +$21.6K +38 +7%
SWM
3107
Seed Wealth Management
Illinois
$317K – – –
LWA
3108
Lifelong Wealth Advisors
Minnesota
$317K +$356K +627 New
SFM
3109
Signet Financial Management
New Jersey
$317K -$54K -95 -13%
WAM
3110
Walker Asset Management
Missouri
$317K -$109K -192 -23%
SN
3111
Sittner & Nelson
Oregon
$317K +$1.14K +2 +0.3%
KA
3112
KDT Advisors
New York
$316K +$355K +625 New
ZF
3113
Zhang Financial
Michigan
$316K -$23.9K -42 -6%
CWA
3114
CJM Wealth Advisers
Virginia
$316K – – –
CA
3115
Crumly & Associates
Illinois
$315K -$568 -1 -0.2%
VBWMG
3116
Von Berge Wealth Management Group
California
$313K -$5.11K -9 -2%
BEAM
3117
Baker Ellis Asset Management
Washington
$313K -$65.3K -115 -16%
EWM
3118
Endowment Wealth Management
Wisconsin
$313K -$5.68K -10 -2%
PPG
3119
Peak Planning Group
Colorado
$313K +$15.3K +27 +5%
OCPWS
3120
One Charles Private Wealth Services
Massachusetts
$313K +$14.8K +26 +4%
GC
3121
Garde Capital
Washington
$312K +$51.1K +90 +17%
HC
3122
Hamilton Capital
Ohio
$312K +$25K +44 +8%
GSC
3123
Ground Swell Capital
South Carolina
$311K +$137K +241 +65%
FFA
3124
Frazier Financial Advisors
Ohio
$310K -$3.98K -7 -1%
DF
3125
Dunhill Financial
United Kingdom
$310K +$110K +194 +46%
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125
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