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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1751
VeraBank
Texas
$237K – – –
JCM
1752
Jacobi Capital Management
Pennsylvania
$234K +$241 +1 +0.1%
AIP
1753
Almanack Investment Partners
Pennsylvania
$233K -$26.1K -108 -9%
UWPG
1754
Ullmann Wealth Partners Group
Florida
$233K +$8.69K +36 +3%
SIA
1755
Strategic Investment Advisors
Michigan
$232K +$25.3K +105 +11%
IPW
1756
Inlet Private Wealth
Florida
$232K +$48.3K +200 +23%
ACP
1757
Arcus Capital Partners
Georgia
$231K -$12.8K -53 -5%
FCIM
1758
Fairview Capital Investment Management
California
$231K – – –
FC
1759
Financial Consulate
Maryland
$231K – – –
TWM
1760
Torch Wealth Management
Ohio
$231K – – –
RM
1761
Resource Management
Louisiana
$231K +$256K +1,062 New
FCMC
1762
Founders Capital Management (Connecticut)
Connecticut
$230K – – –
WPA
1763
West Paces Advisors
Georgia
$227K – – –
NWS
1764
Newport Wealth Strategies
California
$227K -$123K -510 -33%
RBFC
1765
Roman Butler Fullerton & Co
Missouri
$227K +$965 +4 +0.4%
APG
1766
Abacus Planning Group
South Carolina
$226K +$1.45K +6 +0.6%
FMW
1767
Farr Miller & Washington
District of Columbia
$226K +$251K +1,040 New
WBG
1768
Wharton Business Group
Pennsylvania
$225K – – –
IA
1769
Independence Advisors
Pennsylvania
$224K – – –
KP
1770
Keel Point
Alabama
$224K +$24.6K +102 +11%
AWA
1771
ARS Wealth Advisors
Florida
$224K +$249K +1,032 New
CCM
1772
Chickasaw Capital Management
Tennessee
$223K +$18.1K +75 +8%
HCM
1773
Hollencrest Capital Management
California
$221K -$13.3K -55 -5%
VAG
1774
VisionPoint Advisory Group
Texas
$220K +$5.07K +21 +2%
LWM
1775
Liberty Wealth Management
California
$220K +$20K +83 +9%
69 70
71
72 73