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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1951
Maxele Advisors
Missouri
$1.04M -$45.8K -95 -4%
CMS
1952
Capital Market Strategies
Florida
$1.03M -$4.34K -9 -0.4%
ACP
1953
Arcus Capital Partners
Georgia
$1.03M -$71.9K -149 -7%
CRWM
1954
Castle Rock Wealth Management
California
$1.02M -$1.06M -2,194 -54%
HJMC
1955
Hellman Jordan Management Company
Massachusetts
$1.02M +$167K +347 +21%
PMA
1956
Prudent Man Advisors
Illinois
$1.02M -$34.2K -71 -3%
PCI
1957
Planning Center Inc
Illinois
$1.02M – – –
BWP
1958
BSW Wealth Partners
Colorado
$1.02M +$31.4K +65 +3%
BCP
1959
Berkeley Capital Partners
Georgia
$1.01M +$54.5K +113 +6%
DI
1960
DAGCO Inc
Ohio
$1.01M -$62.7K -130 -6%
KFA
1961
Kelleher Financial Advisors
New York
$1.01M +$22.7K +47 +2%
BBNB
1962
Baker Boyer National Bank
Washington
$1.01M +$6.27K +13 +0.7%
WAAG
1963
Wealth Alliance Advisory Group
Kansas
$1.01M +$82K +170 +9%
D
1964
Diversified
Delaware
$1M +$725K +1,503 +323%
CPA
1965
Cardiff Park Advisors
California
$1M -$19.8K -41 -2%
FFWA
1966
FRG Family Wealth Advisors
Washington
$996K – – –
EFG
1967
Everhart Financial Group
Ohio
$989K +$312K +647 +50%
BAG
1968
Briggs Advisory Group
Rhode Island
$988K +$1.93K +4 +0.2%
LJAC
1969
L.J. Altfest & Co
New York
$988K +$89.2K +185 +11%
CA
1970
Centerpoint Advisors
Massachusetts
$984K -$64.1K -133 -6%
HFM
1971
Harvest Fund Management
China
$983K -$103K -214 -10%
AWA
1972
Amplius Wealth Advisors
Pennsylvania
$981K -$172K -357 -16%
HHGA
1973
Halbert Hargrove Global Advisors
California
$981K +$20.3K +42 +2%
MPCL
1974
My Personal CFO LLC
Washington
$977K -$15.4K -32 -2%
CNB
1975
Camden National Bank
Maine
$976K +$3.38K +7 +0.4%
77 78
79
80 81