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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3176
Heartwood Wealth Advisors
Virginia
$289K -$13.6K -24 -4%
KCP
3177
Kera Capital Partners
California
$289K +$325K +572 New
DWM
3178
Destination Wealth Management
California
$287K +$36.4K +64 +13%
WIM
3179
Warwick Investment Management
Texas
$287K -$19.3K -34 -6%
PA
3180
Promethium Advisors
Maryland
$287K -$11.4K -20 -3%
LI
3181
LVZ Inc
Michigan
$287K – – –
AIM
3182
Aspen Investment Management
Michigan
$287K – – –
SFO
3183
Standard Family Office
South Dakota
$287K – – –
ELM
3184
Elite Life Management
Florida
$287K +$1.71K +3 +0.5%
FPW
3185
Flywheel Private Wealth
California
$287K +$322K +567 New
AAS
3186
AdviceOne Advisory Services
Connecticut
$286K +$322K +566 New
OAM
3187
Oxford Asset Management
United Kingdom
$286K +$322K +566 New
LAM
3188
Lakewood Asset Management
Illinois
$286K +$1.14K +2 +0.4%
RFG
3189
Range Financial Group
Oregon
$285K +$320K +563 New
FFWM
3190
Future Financial Wealth Management
Ohio
$284K -$284K -500 -47%
WI
3191
Wedgewood Investors
Pennsylvania
$284K – – –
FWM
3192
Forza Wealth Management
Florida
$283K -$73.9K -130 -19%
LFGO
3193
Legacy Financial Group (Oklahoma)
Oklahoma
$283K -$10.8K -19 -3%
AA
3194
Armis Advisers
Georgia
$282K +$317K +558 New
GCM
3195
G2 Capital Management
Ohio
$282K +$1.14K +2 +0.4%
PFWA
3196
Paces Ferry Wealth Advisors
Georgia
$282K -$2.27K -4 -0.7%
PA
3197
PSI Advisors
Florida
$282K +$128K +226 +68%
CWA
3198
Clarity Wealth Advisors
California
$281K -$14.2K -25 -4%
CM
3199
Crestline Management
Texas
$281K -$513K -902 -62%
BHBT
3200
Burke & Herbert Bank & Trust
Virginia
$281K – – –
126 127
128
129 130