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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1101
Marshall & Sullivan
Washington
$6.21M -$86.3K -176 -1%
IAS
1102
Insigneo Advisory Services
Florida
$6.21M +$440K +897 +9%
LSAG
1103
Lake Street Advisors Group
New Hampshire
$6.2M +$15.2K +31 +0.3%
CANC
1104
Culbertson A N & Co
Virginia
$6.17M -$6.37K -13 -0.1%
CFGS
1105
Concourse Financial Group Securities
Alabama
$6.17M -$60.3K -123 -1%
SCP
1106
Stamos Capital Partners
California
$6.16M +$961K +1,960 +19%
PCTC
1107
Perkins Coie Trust Company
Washington
$6.15M -$92.1K -188 -2%
SWIG
1108
Strategic Wealth Investment Group
Kentucky
$6.12M +$6.07M +12,382 New
STA
1109
Summit Trail Advisors
New York
$6.12M +$1.47M +2,999 +33%
SFS
1110
Stiles Financial Services
Minnesota
$6.1M +$126K +257 +2%
RWM
1111
RBA Wealth Management
California
$6.08M +$76.5K +156 +1%
CT
1112
Chicago Trust
Illinois
$6.07M -$287K -586 -5%
MMG
1113
Monetary Management Group
Missouri
$6.05M -$24.5K -50 -0.4%
CFSG
1114
Community Financial Services Group
Vermont
$6.04M +$379K +774 +7%
FFA
1115
Farther Finance Advisors
California
$6.03M +$1.72M +3,517 +41%
CWG
1116
Cornerstone Wealth Group
North Carolina
$6.03M +$425K +867 +8%
SHFP
1117
Second Half Financial Partners
Florida
$6.02M +$2.94M +6,000 +103%
CHC
1118
City Holding Co
West Virginia
$5.98M +$102K +208 +2%
BWL
1119
Bogart Wealth LLC
Virginia
$5.97M -$1.39M -2,828 -19%
ZIG
1120
Zurich Insurance Group
Switzerland
$5.96M – – –
WANY
1121
Wealthspire Advisors (New York)
New York
$5.96M -$260K -531 -4%
RWM
1122
Rockline Wealth Management
New York
$5.95M +$184K +375 +3%
TAIM
1123
Te Ahumairangi Investment Management
New Zealand
$5.93M -$1.04M -2,120 -15%
DWM
1124
Dynasty Wealth Management
Florida
$5.93M +$77.9K +159 +1%
CWM
1125
Connecticut Wealth Management
Connecticut
$5.92M -$312K -636 -5%
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