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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1826
American Money Management
California
$673K -$42.6K -143 -5%
S
1827
Sunpointe
Missouri
$673K -$20K -67 -3%
CWM
1828
Centurion Wealth Management
Virginia
$672K -$31.9K -107 -4%
FFWM
1829
Future Financial Wealth Management
Ohio
$671K +$22.3K +75 +4%
MP
1830
McDonald Partners
Ohio
$671K +$86.7K +291 +13%
TWM
1831
Topsail Wealth Management
North Carolina
$670K +$5.06K +17 +0.7%
TPWM
1832
Twelve Points Wealth Management
Massachusetts
$669K +$59.6K +200 +9%
LFA
1833
Legacy Financial Advisors
Kentucky
$668K +$44.1K +148 +6%
AA
1834
Alesco Advisors
New York
$668K +$735K +2,468 New
CFO
1835
Cambient Family Office
Michigan
$667K +$188K +632 +34%
CA
1836
CoreCap Advisors
Michigan
$666K -$207K -694 -22%
RWM
1837
RBA Wealth Management
California
$666K +$8.04K +27 +1%
GPA
1838
Garrison Point Advisors
California
$666K – – –
QC
1839
Quent Capital
New York
$665K -$230K -773 -24%
BHWM
1840
Bar Harbor Wealth Management
New Hampshire
$664K -$437K -1,469 -37%
SWM
1841
Salvus Wealth Management
New Jersey
$664K -$7.15K -24 -1%
IPW
1842
Impact Partnership Wealth
Georgia
$663K -$22K -74 -3%
EAM
1843
Empirical Asset Management
Massachusetts
$663K -$946K -3,175 -56%
CCA
1844
Coign Capital Advisors
Utah
$662K +$104K +348 +17%
FFP
1845
FourThought Financial Partners
Florida
$660K -$13.1K -44 -2%
LCM
1846
LVM Capital Management
Michigan
$660K – – –
TW
1847
Tempo Wealth
Ohio
$660K -$92.6K -311 -11%
LCM
1848
Legato Capital Management
California
$659K -$1.23M -4,131 -63%
LCG
1849
Lakeshore Capital Group
Illinois
$658K +$16.1K +54 +2%
LWCFA
1850
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$656K -$6.55K -22 -1%
72 73
74
75 76