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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2026
Focused Wealth Management
New York
$67K +$275 +1 +0.4%
VEA
2027
Virtus ETF Advisers
New York
$66K +$11.6K +42 +19%
TJHA
2028
Thomas J. Herzfeld Advisors
Florida
$65K -$1.1K -4 -2%
BAM
2029
Bellevue Asset Management
Washington
$65K +$6.05K +22 +11%
WAS
2030
Winch Advisory Services
Wisconsin
$62K -$48.2K -175 -41%
LWM
2031
Lenox Wealth Management
Ohio
$62K +$20.9K +76 +43%
TCM
2032
TD Capital Management
Tennessee
$59K – – –
KIG
2033
Kessler Investment Group
Indiana
$59K +$51.7K +188 +392%
FMTCOCP
2034
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K -$45.4K -165 -42%
SC
2035
Solstein Capital
California
$55K +$11.3K +41 +23%
EWP
2036
Engrave Wealth Partners
Texas
$54K -$18.2K -66 -23%
CFN
2037
Cordasco Financial Network
Florida
$52K +$31.4K +114 +119%
GWMIA
2038
Global Wealth Management Investment Advisory
Florida
$51K +$6.05K +22 +12%
SQA
2039
Simon Quick Advisors
New Jersey
$50K -$22.6K -82 -29%
MAWCM
2040
Mine & Arao Wealth Creation & Management
California
$50K – – –
WOC
2041
West Oak Capital
California
$50K – – –
RAM
2042
Riggs Asset Management
Pennsylvania
$49K – – –
AW
2043
Avion Wealth
Texas
$48K +$52.8K +192 New
CHA
2044
Carmichael Hill & Associates
Maryland
$46K – – –
FWM
2045
FSA Wealth Management
Massachusetts
$46K – – –
DI
2046
Disciplined Investments
Oklahoma
$44K – – –
SIS
2047
Sound Income Strategies
Florida
$44K +$20.9K +76 +75%
AIC
2048
Archer Investment Corporation
Indiana
$38K – – –
DAM
2049
Delta Asset Management
Tennessee
$38K – – –
BHWM
2050
Bay Harbor Wealth Management
Maryland
$38K +$4.13K +15 +11%
80 81
82
83 84