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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1026
Intrust Bank
Kansas
$2.38M +$264K +959 +11%
TFS
1027
Thoroughbred Financial Services
Tennessee
$2.37M +$219K +795 +9%
TIM
1028
Thompson Investment Management
Wisconsin
$2.35M +$413K +1,500 +19%
SCA
1029
Strategic Capital Advisers
Colorado
$2.34M +$1.73M +6,280 +203%
KWM
1030
Kingsview Wealth Management
Oregon
$2.32M +$992K +3,604 +63%
OA
1031
Oak Associates
Ohio
$2.31M – – –
MMPW
1032
Mitchell McLeod Pugh & Williams
Alabama
$2.3M -$31.9K -116 -1%
WPP
1033
Whalerock Point Partners
Rhode Island
$2.3M -$52K -189 -2%
TCBWMS
1034
Texas Capital Bank Wealth Management Services
Texas
$2.3M -$9.91K -36 -0.4%
KFP
1035
KMG Fiduciary Partners
Ohio
$2.3M +$1.21M +4,389 +91%
OIA
1036
OneDigital Investment Advisors
Kansas
$2.3M +$830K +3,016 +49%
ADL
1037
Asset Dedication LLC
California
$2.29M -$241K -875 -9%
LCP
1038
Legacy Capital Partners
Wisconsin
$2.27M -$24.8K -90 -1%
BAM
1039
Belpointe Asset Management
Nevada
$2.27M -$43.2K -157 -2%
GI
1040
GS Investments
Minnesota
$2.27M +$1.02M +3,721 +69%
MCP
1041
Mirador Capital Partners
California
$2.26M +$159K +576 +8%
TVWM
1042
Tower View Wealth Management
Wisconsin
$2.26M +$24.2K +88 +1%
LHC
1043
Little House Capital
Massachusetts
$2.25M +$301K +1,092 +14%
HI
1044
Horizon Investments
North Carolina
$2.25M -$2.7M -9,812 -52%
SSWM
1045
Sheets Smith Wealth Management
North Carolina
$2.24M -$219K -796 -8%
PA
1046
Parallel Advisors
California
$2.24M -$177K -642 -7%
BWM
1047
Buckley Wealth Management
Nevada
$2.23M -$204K -740 -8%
BP
1048
BBR Partners
New York
$2.22M -$79.3K -288 -3%
WI
1049
WrapManager Inc
California
$2.22M -$347K -1,262 -12%
CAM
1050
Covenant Asset Management
New Jersey
$2.2M +$115K +419 +5%
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