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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1101
World Investment Advisors
California
$6.24M +$4.77M +9,739 +388%
MS
1102
Marshall & Sullivan
Washington
$6.21M -$86.3K -176 -1%
IAS
1103
Insigneo Advisory Services
Florida
$6.21M +$440K +897 +9%
LSAG
1104
Lake Street Advisors Group
New Hampshire
$6.2M +$15.2K +31 +0.3%
CANC
1105
Culbertson A N & Co
Virginia
$6.17M -$6.37K -13 -0.1%
CFGS
1106
Concourse Financial Group Securities
Alabama
$6.17M -$60.3K -123 -1%
SCP
1107
Stamos Capital Partners
California
$6.16M +$961K +1,960 +19%
PCTC
1108
Perkins Coie Trust Company
Washington
$6.15M -$92.1K -188 -2%
SWIG
1109
Strategic Wealth Investment Group
Kentucky
$6.12M +$6.07M +12,382 New
STA
1110
Summit Trail Advisors
New York
$6.12M +$1.47M +2,999 +33%
SFS
1111
Stiles Financial Services
Minnesota
$6.1M +$126K +257 +2%
RWM
1112
RBA Wealth Management
California
$6.08M +$76.5K +156 +1%
CT
1113
Chicago Trust
Illinois
$6.07M -$287K -586 -5%
MMG
1114
Monetary Management Group
Missouri
$6.05M -$24.5K -50 -0.4%
CFSG
1115
Community Financial Services Group
Vermont
$6.04M +$379K +774 +7%
FFA
1116
Farther Finance Advisors
California
$6.03M +$1.72M +3,517 +41%
CWG
1117
Cornerstone Wealth Group
North Carolina
$6.03M +$425K +867 +8%
SHFP
1118
Second Half Financial Partners
Florida
$6.02M +$2.94M +6,000 +103%
CHC
1119
City Holding Co
West Virginia
$5.98M +$102K +208 +2%
BWL
1120
Bogart Wealth LLC
Virginia
$5.97M -$1.39M -2,828 -19%
ZIG
1121
Zurich Insurance Group
Switzerland
$5.96M – – –
WANY
1122
Wealthspire Advisors (New York)
New York
$5.96M -$260K -531 -4%
RWM
1123
Rockline Wealth Management
New York
$5.95M +$184K +375 +3%
TAIM
1124
Te Ahumairangi Investment Management
New Zealand
$5.93M -$1.04M -2,120 -15%
DWM
1125
Dynasty Wealth Management
Florida
$5.93M +$77.9K +159 +1%
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