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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
3401
Quest 10 Wealth Builders
Virginia
$160K +$511 +1 +0.3%
AEPWM
3402
Atlantic Edge Private Wealth Management
Florida
$160K +$12.8K +25 +9%
NWMP
3403
Noble Wealth Management PBC
Colorado
$158K -$2.04K -4 -1%
WPWM
3404
Western Pacific Wealth Management
Illinois
$157K -$308K -602 -67%
MAM
3405
Marquette Asset Management
Minnesota
$155K -$1.53K -3 -1%
WSC
3406
Wellington Shields & Co
New York
$155K +$27.6K +54 +22%
BCM
3407
Blume Capital Management
California
$152K +$8.18K +16 +6%
FWP
3408
Fiduciary Wealth Partners
Massachusetts
$151K +$147K +288 New
HBT
3409
Hills Bank & Trust
Iowa
$146K +$2.56K +5 +2%
FWM
3410
FSA Wealth Management
Massachusetts
$145K +$1.02K +2 +0.7%
PCM
3411
Palouse Capital Management
Washington
$143K -$350K -685 -71%
TCM
3412
TD Capital Management
Tennessee
$141K +$511 +1 +0.4%
BWAM
3413
Boyd Watterson Asset Management
Ohio
$140K -$26.1K -51 -16%
AWM
3414
Abound Wealth Management
Tennessee
$139K -$511 -1 -0.4%
SAM
3415
Sherman Asset Management
California
$136K -$93K -182 -41%
NC
3416
NewSquare Capital
Pennsylvania
$136K +$107K +209 +418%
WAM
3417
WFA Asset Management
Wisconsin
$131K +$39.9K +78 +42%
MAFA
3418
MJT & Associates Financial Advisory
Minnesota
$131K +$128K +250 New
TCM
3419
Tradewinds Capital Management
Washington
$128K -$1.02K -2 -0.8%
DPW
3420
DiNuzzo Private Wealth
Pennsylvania
$128K +$1.53K +3 +1%
FLP
3421
Financial Life Planners
Arizona
$127K -$10.7K -21 -8%
PGAM
3422
Princeton Global Asset Management
New Jersey
$126K -$11.8M -23,110 -99%
1IA
3423
1620 Investment Advisors
Massachusetts
$126K -$2.56K -5 -2%
RP
3424
Rowlandmiller & Partners
Georgia
$126K – – –
AW
3425
Avion Wealth
Texas
$124K – – –
135 136
137
138 139