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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
3476
Sierra Ocean
California
$147K +$164K +289 New
RWM
3477
Rialto Wealth Management
New York
$142K +$160K +281 New
VIS
3478
Vega Investment Solutions
France
$142K +$160K +281 New
AEPWM
3479
Atlantic Edge Private Wealth Management
Florida
$142K -$47.7K -84 -23%
BCM
3480
Blume Capital Management
California
$139K – – –
FWM
3481
FSA Wealth Management
Massachusetts
$139K – – –
HBT
3482
Hills Bank & Trust
Iowa
$138K +$7.96K +14 +5%
HI
3483
Human Investing
Oregon
$138K +$155K +273 New
TCM
3484
TD Capital Management
Tennessee
$136K +$1.71K +3 +1%
AWM
3485
Abound Wealth Management
Tennessee
$135K +$568 +1 +0.4%
FLP
3486
Financial Life Planners
Arizona
$133K +$150K +264 New
TCM
3487
Tradewinds Capital Management
Washington
$125K +$1.14K +2 +0.8%
1IA
3488
1620 Investment Advisors
Massachusetts
$124K +$139K +245 New
AW
3489
Avion Wealth
Texas
$124K -$1.71K -3 -1%
DPW
3490
DiNuzzo Private Wealth
Pennsylvania
$122K -$568 -1 -0.4%
WSC
3491
Wellington Shields & Co
New York
$122K +$20.5K +36 +18%
RP
3492
Rowlandmiller & Partners
Georgia
$121K -$2.84K -5 -2%
PWMA
3493
Pension & Wealth Management Advisors
Massachusetts
$121K -$27.3K -48 -17%
NIMI
3494
Natixis Investment Managers International
France
$120K – – –
MAM
3495
Meeder Asset Management
Ohio
$119K -$328K -578 -71%
FPB
3496
First PREMIER Bank
South Dakota
$118K -$22.7K -40 -15%
CSWM
3497
Cassady Schiller Wealth Management
Ohio
$117K +$13.1K +23 +11%
CH
3498
Canton Hathaway
Rhode Island
$116K – – –
DAM
3499
Delta Asset Management
Tennessee
$115K – – –
MFT
3500
Moisand Fitzgerald Tamayo
Florida
$113K – – –
138 139
140
141 142