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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1476
Compagnie Lombard Odier SCmA
Switzerland
$453K -$459K -1,737 -49%
SIAS
1477
Shine Investment Advisory Services
Colorado
$452K +$9.77K +37 +2%
SG
1478
StoneX Group
New York
$451K -$8.45K -32 -2%
PV
1479
Private Vista
Illinois
$451K +$44.9K +170 +10%
FIA
1480
Foundations Investment Advisors
Arizona
$451K +$109K +413 +32%
MMA
1481
Miracle Mile Advisors
California
$451K +$195K +740 +69%
BFO
1482
Biltmore Family Office
North Carolina
$450K +$123K +464 +35%
IWM
1483
IHT Wealth Management
Illinois
$446K +$20.6K +78 +5%
NEIRG
1484
New England Investment & Retirement Group
Massachusetts
$446K +$473K +1,789 New
CNC
1485
Citizens & Northern Corp
Pennsylvania
$445K -$81.9K -310 -15%
PEA
1486
Pacific Edge Advisors
California
$440K – – –
PWM
1487
Perigon Wealth Management
California
$439K – – –
CBA
1488
Coastal Bridge Advisors
Connecticut
$438K – – –
PAM
1489
Peak Asset Management
Colorado
$435K +$17.2K +65 +4%
CFS
1490
CRA Financial Services
New Jersey
$435K +$461K +1,745 New
EF
1491
Empirical Finance
Pennsylvania
$431K -$34.9K -132 -7%
LFA
1492
Legacy Financial Advisors
Kentucky
$431K -$7.13K -27 -2%
IBOK
1493
Independence Bank of Kentucky
Kentucky
$431K – – –
CFA
1494
Cahill Financial Advisors
Minnesota
$431K +$2.11K +8 +0.5%
VIM
1495
Vista Investment Management
Pennsylvania
$430K +$6.34K +24 +1%
BWM
1496
BT Wealth Management
Georgia
$430K +$428K +1,621 New
ANB
1497
Amarillo National Bank
Texas
$429K – – –
DBRC
1498
D.B. Root & Company
Pennsylvania
$426K – – –
EWA
1499
Exencial Wealth Advisors
Oklahoma
$425K +$188K +713 +72%
TSW
1500
Thompson Siegel & Walmsley
Virginia
$423K -$36.5K -138 -8%
58 59
60
61 62