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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1876
Montecito Bank & Trust
California
$547K +$18.8K +56 +4%
OCM
1877
One Capital Management
California
$546K +$285K +849 +120%
WA
1878
WealthTrust Axiom
Pennsylvania
$543K – – –
CPC
1879
Consolidated Planning Corp
Georgia
$542K +$32.2K +96 +7%
PIM
1880
Profit Investment Management
Maryland
$541K -$1.13M -3,363 -69%
AFM
1881
Andesa Financial Management
Pennsylvania
$541K -$399K -1,191 -44%
SP
1882
Successful Portfolios
Florida
$541K -$3.35K -10 -0.6%
FLAM
1883
First Light Asset Management
Minnesota
$541K +$285K +851 +123%
EI
1884
Ellevest Inc
New York
$539K +$49.9K +149 +11%
BOS
1885
Bank of Stockton
California
$538K -$12.7K -38 -2%
BWM
1886
BCGM Wealth Management
Indiana
$537K +$548K +1,635 New
TWM
1887
Titus Wealth Management
California
$536K -$8.38K -25 -2%
CWP
1888
CFM Wealth Partners
Texas
$535K -$13.4K -40 -3%
WWM
1889
Wolff Wiese Magana
California
$535K +$512K +1,526 New
MAM
1890
Marquette Asset Management
Minnesota
$534K – – –
IA
1891
Insight Advisors
Pennsylvania
$534K +$510K +1,522 New
WCM
1892
Weld Capital Management
New York
$533K -$1.4M -4,180 -73%
BHBT
1893
Burke & Herbert Bank & Trust
Virginia
$533K -$79.1K -236 -13%
LFG
1894
Larson Financial Group
Missouri
$531K – – –
SAM
1895
Secure Asset Management
Michigan
$530K -$51.3K -153 -9%
4WM
1896
44 Wealth Management
Oregon
$530K +$506K +1,510 New
TCM
1897
Traynor Capital Management
Pennsylvania
$527K -$226K -673 -31%
EBSAM
1898
Eubel Brady & Suttman Asset Management
Ohio
$527K +$10.7K +32 +2%
BCM
1899
Barometer Capital Management
Ontario, Canada
$526K +$503K +1,500 New
AWA
1900
Aaron Wealth Advisors
Illinois
$525K +$502K +1,499 New
74 75
76
77 78