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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WEPOG
1626
Wealth Enhancement & Preservation of GA
Georgia
$971K +$132K +393 +17%
RIG
1627
Renaissance Investment Group
Massachusetts
$970K +$8.38K +25 +0.9%
KP
1628
Keel Point
Alabama
$970K +$46.6K +139 +5%
GWSG
1629
GPS Wealth Strategies Group
Colorado
$969K +$2.35K +7 +0.3%
CIP
1630
Convergence Investment Partners
Florida
$968K +$17.1K +51 +2%
BHTS
1631
Bar Harbor Trust Services
Maine
$966K +$8.38K +25 +0.9%
MCCP
1632
Mission Creek Capital Partners
California
$966K +$134K +400 +17%
SFWA
1633
Summit Financial Wealth Advisors
Louisiana
$965K +$59K +176 +6%
PWM
1634
Paulson Wealth Management
Illinois
$965K +$242K +723 +36%
GA
1635
GoalVest Advisory
New York
$964K +$921K +2,749 New
IA
1636
IFG Advisory
Georgia
$958K +$32.8K +98 +4%
WP
1637
WealthShield Partners
North Carolina
$957K +$181K +540 +25%
AWA
1638
Alta Wealth Advisors
Massachusetts
$955K +$912K +2,722 New
T
1639
TRUADVICE
Florida
$953K +$232K +693 +32%
FFA
1640
Founders Financial Alliance
North Carolina
$953K +$713K +2,127 +357%
ACS
1641
Archford Capital Strategies
Illinois
$951K +$4.69K +14 +0.5%
XF
1642
XML Financial
Maryland
$947K +$670 +2 +0.1%
GFS
1643
GYL Financial Synergies
Connecticut
$947K +$8.71K +26 +1%
WMA
1644
Wealth Management Associates
New Jersey
$945K – – –
PCM
1645
Pennsylvania Capital Management
Pennsylvania
$945K -$2.68K -8 -0.3%
CBN
1646
Cadence Bank NA
Texas
$941K – – –
1W
1647
1776 Wealth
Georgia
$939K +$36.2K +108 +4%
PP
1648
PDS Planning
Ohio
$938K +$21.8K +65 +2%
XWM
1649
Xcel Wealth Management
Florida
$936K -$101K -300 -10%
TCM
1650
Tandem Capital Management
New Jersey
$936K – – –
64 65
66
67 68