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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
2026
New England Asset Management
Connecticut
$446K – – –
BWP
2027
Baldwin Wealth Partners
Massachusetts
$441K – – –
FPCP
2028
Fort Point Capital Partners
California
$441K – – –
IIA
2029
ICW Investment Advisors
Arizona
$441K +$24.6K +71 +6%
AMG
2030
Asset Management Group
Connecticut
$439K +$149K +429 +57%
KM
2031
Kalos Management
Georgia
$438K +$369K +1,064 New
TCM
2032
Telos Capital Management
California
$437K -$11.1K -32 -3%
TWA
2033
TCI Wealth Advisors
Arizona
$435K +$54.7K +158 +16%
LGA
2034
Lebenthal Global Advisors
New York
$433K -$9.01K -26 -2%
JCM
2035
Jacobi Capital Management
Pennsylvania
$433K +$9.01K +26 +2%
HCP
2036
Holt Capital Partners
Texas
$432K – – –
DMC
2037
Drexel Morgan & Co
Pennsylvania
$428K -$9.7K -28 -2%
H
2038
HoyleCohen
California
$428K +$32.9K +95 +9%
OPA
2039
Old Port Advisors
Maine
$426K -$11.1K -32 -3%
DA
2040
Dillon & Associates
Michigan
$426K -$5.89K -17 -1%
AWAP
2041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$426K – – –
ACP
2042
Aveo Capital Partners
Colorado
$426K +$397K +1,146 New
TW
2043
Towerpoint Wealth
California
$425K -$34K -98 -8%
WP
2044
WMS Partners
Maryland
$424K -$103K -296 -21%
GCM
2045
Gables Capital Management
Florida
$424K – – –
GLA
2046
Good Life Advisors
Pennsylvania
$424K +$55.8K +161 +16%
HWM
2047
Hemington Wealth Management
Virginia
$423K +$16.6K +48 +4%
BWM
2048
BCS Wealth Management
Tennessee
$421K -$15.6K -45 -4%
FCFC
2049
First Citizens Financial Corp
Iowa
$418K -$16.6K -48 -4%
PAM
2050
Private Asset Management
California
$417K -$46.1K -133 -11%
80 81
82
83 84