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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3451
Elevation Wealth Partners
California
$99K -$416K -814 -81%
TWD
3452
True Wealth Design
Ohio
$98K +$23K +45 +32%
RWS
3453
Retirement Wealth Solutions
Wisconsin
$97.4K +$33.7K +66 +55%
WAG
3454
Wiser Advisor Group
Arizona
$94.8K +$511 +1 +0.6%
DWS
3455
Dynamic Wealth Strategies
California
$92.2K +$90K +176 New
BHWM
3456
Beaird Harris Wealth Management
Texas
$91.7K – – –
BHWM
3457
Bay Harbor Wealth Management
Maryland
$90.1K +$5.11K +10 +6%
CWP
3458
Clark Wealth Partners
Illinois
$89.8K +$6.13K +12 +8%
CMP
3459
Coston McIsaac & Partners
Maine
$89K – – –
VWA
3460
Valued Wealth Advisors
Utah
$87.8K -$10.2K -20 -11%
EPW
3461
Evergreen Private Wealth
Colorado
$86.9K – – –
MSWA
3462
Marshall & Sterling Wealth Advisors
New York
$86.6K +$57.8K +113 +217%
PWMA
3463
Pension & Wealth Management Advisors
Massachusetts
$86.4K -$37.8K -74 -31%
FNWA
3464
Financial Network Wealth Advisors
Utah
$86.4K +$29.1K +57 +53%
VWM
3465
Vermillion Wealth Management
Minnesota
$85.6K -$7.67K -15 -8%
SO
3466
Sierra Ocean
California
$82K -$68K -133 -46%
ACM
3467
Aster Capital Management
United Arab Emirates
$81.7K +$57.8K +113 +192%
1M
3468
1248 Management
Missouri
$80.7K -$1.46M -2,865 -95%
YAL
3469
Your Advocates Ltd
Texas
$78.6K – – –
HC
3470
Hoese & Co
Minnesota
$78.6K – – –
SAS
3471
Spurstone Advisory Services
Connecticut
$78.6K +$76.7K +150 New
CPA
3472
Compass Planning Associates
Massachusetts
$77.3K +$511 +1 +0.7%
CCMI
3473
Creative Capital Management Investments
California
$76.5K – – –
RBC
3474
Roble Belko & Company
Pennsylvania
$76K – – –
DFA
3475
DHJJ Financial Advisors
Illinois
$74.8K +$9.2K +18 +14%
137 138
139
140 141