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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3201
Crestline Management
Texas
$281K -$513K -902 -62%
BHBT
3202
Burke & Herbert Bank & Trust
Virginia
$281K – – –
FFG
3203
First Financial Group
North Carolina
$281K +$316K +556 New
KAM
3204
Kraft Asset Management
Tennessee
$281K -$5.68K -10 -2%
BIA
3205
Barry Investment Advisors
Massachusetts
$281K +$1.71K +3 +0.5%
WCP
3206
Wick Capital Partners
Pennsylvania
$280K +$42K +74 +15%
CCA
3207
Carrera Capital Advisors
Michigan
$280K +$26.7K +47 +9%
RBWA
3208
RFG - Bristol Wealth Advisors
Massachusetts
$279K +$314K +552 New
MWM
3209
Magnolia Wealth Management
Alabama
$278K – – –
MAM
3210
Mainsail Asset Management
Alabama
$278K – – –
RFA
3211
Rollins Financial Advisors
New York
$278K -$27.3K -48 -8%
FWM
3212
Foguth Wealth Management
Michigan
$277K +$64.2K +113 +28%
VWWMG
3213
Vermillion & White Wealth Management Group
Pennsylvania
$277K +$85.2K +150 +38%
JBW
3214
Journey Beyond Wealth
Georgia
$277K +$311K +547 New
FCFC
3215
First Citizens Financial Corp
Iowa
$276K -$1.71K -3 -0.5%
PL
3216
Parthenon LLC
Kentucky
$276K +$34.1K +60 +12%
LWP
3217
Laurel Wealth Planning
Minnesota
$276K – – –
BIP
3218
Blue Investment Partners
California
$276K – – –
DP
3219
Dearborn Partners
Illinois
$276K +$23.9K +42 +8%
IAG
3220
Investmark Advisory Group
Connecticut
$275K -$106K -187 -26%
ACC
3221
Acorn Creek Capital
Colorado
$275K -$40.9K -72 -12%
CFGA
3222
Cambridge Financial Group (Arizona)
Arizona
$274K – – –
MPCG
3223
Matrix Private Capital Group
New York
$274K – – –
RS
3224
Rakuten Securities
Japan
$274K +$231K +406 +299%
VC
3225
Vicus Capital
Pennsylvania
$274K +$33K +58 +12%
127 128
129
130 131