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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1026
SageView Advisory Group
California
$4.16M +$1.26M +4,171 +53%
TL
1027
Tradewinds LLC
North Carolina
$4.16M +$3.64M +12,043 New
DWM
1028
Diversify Wealth Management
Utah
$4.16M +$267K +884 +8%
SAM
1029
Silvercrest Asset Management
New York
$4.16M -$716K -2,367 -16%
SGH
1030
Sivik Global Healthcare
Connecticut
$4.14M -$907K -3,000 -20%
AA
1031
ALPS Advisors
Colorado
$4.12M -$4.2M -13,891 -54%
SFS
1032
Sowell Financial Services
Arkansas
$4.11M +$1.84M +6,096 +105%
LFP
1033
Leeward Financial Partners
Washington
$4.11M +$123K +408 +4%
FMI
1034
F/M Investments
District of Columbia
$4.06M +$842K +2,785 +31%
GRP
1035
Global Retirement Partners
California
$4.05M -$532K -1,759 -13%
MMC
1036
Mizuho Markets Cayman
Cayman Islands
$4.05M +$2.4M +7,928 +209%
BIM
1037
Brentview Investment Management
Illinois
$4.03M +$129K +426 +4%
PA
1038
Procyon Advisors
Connecticut
$4.03M +$110K +363 +3%
WANY
1039
Wealthspire Advisors (New York)
New York
$4.01M -$445K -1,472 -11%
ELI
1040
Empire Life Investments
Ontario, Canada
$4M +$1.05M +3,483 +43%
WI
1041
Westbourne Investments
Virginia
$3.98M +$3.53M +11,660 New
BONST
1042
Bank of Nova Scotia Trust
Ontario, Canada
$3.98M -$135K -446 -4%
CWMK
1043
Caliber Wealth Management (Kansas)
Kansas
$3.97M +$341K +1,126 +11%
BFM
1044
Boothbay Fund Management
New York
$3.95M +$717K +2,371 +26%
CSP
1045
Cary Street Partners
Virginia
$3.88M -$730K -2,414 -18%
RIL
1046
Rothschild Investment LLC
Illinois
$3.86M +$88K +291 +3%
MSFP
1047
Mark Sheptoff Financial Planning
Connecticut
$3.86M +$414K +1,369 +14%
GT
1048
Glenview Trust
Kentucky
$3.86M -$1.29M -4,265 -28%
CT
1049
Colonial Trust
South Carolina
$3.84M -$1.17M -3,885 -26%
WP
1050
WealthShield Partners
North Carolina
$3.83M +$325K +1,076 +11%
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