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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1501
Lake Street Private Wealth
Illinois
$2.39M +$1.23M +2,515 +103%
IAS
1502
Insigneo Advisory Services
Florida
$2.38M +$1M +2,052 +71%
BHB
1503
Bank Hapoalim BM
Israel
$2.38M -$145K -297 -6%
SIAG
1504
Signet Investment Advisory Group
Rhode Island
$2.38M +$31.3K +64 +1%
MWA
1505
Moser Wealth Advisors
Washington
$2.37M +$2.42M +4,940 New
CWA
1506
Consilium Wealth Advisory
Texas
$2.37M +$33.3K +68 +1%
1WA
1507
180 Wealth Advisors
Washington
$2.37M -$24.4K -50 -1%
NSIM
1508
North Star Investment Management
Illinois
$2.37M – – –
TIMH
1509
Tilt Investment Management Holdings
New York
$2.37M – – –
WF
1510
Welch & Forbes
Massachusetts
$2.36M – – –
CAAS
1511
Capital Asset Advisory Services
Michigan
$2.36M +$124K +253 +5%
JIC
1512
Joel Isaacson & Co
New York
$2.36M +$3.91K +8 +0.2%
IWS
1513
Insight Wealth Strategies
California
$2.36M -$2.44K -5 -0.1%
CWMU
1514
Caliber Wealth Management (Utah)
Utah
$2.35M +$1.47K +3 +0.1%
PMG
1515
ProVise Management Group
Florida
$2.34M +$361K +739 +18%
PI
1516
PFG Investments
New York
$2.34M +$361K +739 +18%
SG
1517
StoneX Group
New York
$2.34M +$20.5K +42 +0.9%
CASB
1518
Cape Ann Savings Bank
Massachusetts
$2.34M +$29.3K +60 +1%
KWA
1519
KCS Wealth Advisory
California
$2.34M +$46K +94 +2%
AF
1520
Apexium Financial
Texas
$2.33M – – –
BWA
1521
BDO Wealth Advisors
Florida
$2.32M +$451K +922 +24%
FP
1522
Financial Perspectives
Minnesota
$2.32M +$26.4K +54 +1%
HA
1523
Harfst & Associates
Wyoming
$2.31M +$32.8K +67 +1%
AIA
1524
Affinity Investment Advisors
California
$2.31M -$610K -1,248 -21%
PCM
1525
Palouse Capital Management
Washington
$2.31M -$247K -505 -10%
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