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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1526
Boston Family Office
Massachusetts
$636K – – –
FAN
1527
Financial Advisors Network
California
$636K – – –
IC
1528
Investment Counsel
Michigan
$633K +$26.1K +95 +4%
CIA
1529
CSat Investment Advisory
Michigan
$633K +$89.7K +326 +15%
BO
1530
BRR OpCo
Ohio
$632K -$16.5K -60 -2%
TI
1531
Tidal Investments
Wisconsin
$632K +$90K +327 +15%
PWM
1532
Perigon Wealth Management
California
$631K +$213K +774 +48%
HR
1533
Hayden Royal
North Carolina
$628K +$39.1K +142 +6%
1W
1534
1776 Wealth
Georgia
$627K +$178K +647 +35%
AAP
1535
Ardsley Advisory Partners
Connecticut
$623K -$853K -3,100 -55%
KCM
1536
Kanawha Capital Management
Virginia
$623K -$14.6K -53 -2%
ACM
1537
Advent Capital Management
New York
$623K +$688K +2,500 New
PIC
1538
PCJ Investment Counsel
Ontario, Canada
$623K +$688K +2,500 New
WEPOG
1539
Wealth Enhancement & Preservation of GA
Georgia
$622K -$1.06M -3,858 -58%
EWA
1540
EP Wealth Advisors
California
$622K +$425K +1,545 +163%
BHTS
1541
Bar Harbor Trust Services
Maine
$621K -$106K -386 -13%
DBT
1542
Dubuque Bank & Trust
Iowa
$621K +$64.4K +234 +10%
PCM
1543
Pennsylvania Capital Management
Pennsylvania
$620K +$743K +2,701 New
MWC
1544
MBM Wealth Consultants
Missouri
$616K +$24.5K +89 +4%
HA
1545
Harfst & Associates
Wyoming
$616K +$37.7K +137 +6%
HFA
1546
Huber Financial Advisors
Illinois
$614K – – –
DWM
1547
Darwin Wealth Management
Florida
$613K -$146K -530 -18%
FAIM
1548
Financial Advocates Investment Management
Washington
$613K -$826 -3 -0.1%
TAM
1549
Townsend Asset Management
North Carolina
$611K +$2.75K +10 +0.4%
FC
1550
Ferris Capital
Massachusetts
$608K – – –
60 61
62
63 64