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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3251
Purus Wealth Management
California
$236K – – –
HH
3252
HWG Holdings
Texas
$235K – – –
SWM
3253
Shakespeare Wealth Management
Wisconsin
$234K +$1.53K +3 +0.7%
VPP
3254
Vertex Planning Partners
Illinois
$234K +$229K +447 New
VAM
3255
Verity Asset Management
North Carolina
$233K -$59.3K -116 -21%
NPI
3256
New Perspectives Inc
Mississippi
$233K – – –
TPWA
3257
TRUE Private Wealth Advisors
Oregon
$232K +$226K +443 New
SEP
3258
Southland Equity Partners
Missouri
$232K +$1.53K +3 +0.7%
QP
3259
Quartz Partners
New York
$231K -$20.4K -40 -8%
BBW
3260
Blue Barn Wealth
Utah
$231K -$12.8K -25 -5%
GCM
3261
Gallacher Capital Management
Colorado
$231K -$8.18K -16 -4%
GC
3262
Garde Capital
Washington
$231K -$89.5K -175 -28%
ACM
3263
Academy Capital Management
Texas
$231K – – –
O3W
3264
Omni 360 Wealth
New Jersey
$231K +$1.02K +2 +0.5%
WFA
3265
Websterrogers Financial Advisors
South Carolina
$230K – – –
KFG
3266
Kingdom Financial Group
Arizona
$230K -$727K -1,423 -76%
CI
3267
Carroll Investors
South Carolina
$230K -$424K -830 -65%
BCMLT
3268
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K +$16.4K +32 +8%
FFL
3269
Financial Freedom LLC
Ohio
$228K +$511 +1 +0.2%
TPW
3270
Talon Private Wealth
Florida
$228K -$477K -933 -68%
PFC
3271
Phocas Financial Corp
California
$228K -$12.8K -25 -5%
RFP
3272
Roth Financial Partners
Texas
$228K – – –
PMG
3273
ProVise Management Group
Florida
$227K -$81.3K -159 -27%
FF
3274
Francis Financial
$226K -$256K -500 -54%
2L
3275
25 LLC
Missouri
$226K -$7.67K -15 -3%
129 130
131
132 133