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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
3151
Y.D. More Investments
Israel
$107K -$39.3K -106 -29%
OA
3152
Operose Advisors
Wisconsin
$106K -$200K -539 -68%
LAM
3153
Lummis Asset Management
Texas
$106K +$2.6K +7 +3%
GA
3154
GoalVest Advisory
New York
$106K +$18.9K +51 +25%
POIA
3155
Pin Oak Investment Advisors
Texas
$106K +$1.48K +4 +2%
SWIM
3156
Smallwood Wealth Investment Management
New Jersey
$106K – – –
NL
3157
NorthAvenue LLC
Ohio
$104K – – –
NB
3158
NBH Bank
Colorado
$103K +$91.9K +248 New
TCM
3159
Tradewinds Capital Management
Washington
$103K -$2.6K -7 -3%
API
3160
Asset Planning Inc
California
$102K -$57.8K -156 -39%
CWM
3161
Consultiva Wealth Management
Puerto Rico
$100K – – –
BONH
3162
Bank of New Hampshire
New Hampshire
$99.8K -$741 -2 -0.8%
CWM
3163
Copia Wealth Management
Oregon
$99.8K – – –
DWM
3164
Dogwood Wealth Management
Kansas
$97.7K +$50K +135 +135%
T
3165
TrustBank
Illinois
$97.7K +$87.1K +235 New
DF
3166
Downshift Financial
Colorado
$97.2K +$86.7K +234 New
CH
3167
Canton Hathaway
Rhode Island
$95.6K – – –
FLP
3168
Financial Life Planners
Arizona
$95K +$741 +2 +0.9%
WA
3169
Westfuller Advisors
New York
$94.9K +$25.6K +69 +43%
AP
3170
Antipodes Partners
Australia
$94.8K +$84.5K +228 New
PWA
3171
Provenance Wealth Advisors
Florida
$94.3K +$17.8K +48 +27%
CFSG
3172
Community Financial Services Group
Vermont
$93.4K – – –
MI
3173
Markowski Investments
Florida
$92K +$81.9K +221 New
TC
3174
Truvestments Capital
Florida
$89.5K -$182K -492 -70%
OAJ
3175
Ogorek Anthony Joseph
New York
$89K +$1.48K +4 +2%
125 126
127
128 129