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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JI
2026
Jeereddi Investments
California
$508K -$212K -532 -30%
MFG
2027
Merit Financial Group
Georgia
$508K -$17.1K -43 -3%
BEAM
2028
Baker Ellis Asset Management
Washington
$508K – – –
CA
2029
Crumly & Associates
Illinois
$508K +$141K +353 +38%
RIM
2030
Redwood Investment Management
Arizona
$507K -$569K -1,428 -53%
LWA
2031
Lenox Wealth Advisors
New York
$506K +$155K +388 +44%
SPFA
2032
Summit Place Financial Advisors
New Jersey
$505K – – –
PEA
2033
Pacific Edge Advisors
California
$505K +$15.2K +38 +3%
UF
2034
Univest Financial
Pennsylvania
$505K +$84.9K +213 +20%
LIA
2035
LBMC Investment Advisors
Tennessee
$503K – – –
TWP
2036
Tower Wealth Partners
Pennsylvania
$503K +$14.8K +37 +3%
SF
2037
Symphony Financial
Texas
$500K -$641K -1,607 -56%
CCIA
2038
Campbell & Co Investment Adviser
Maryland
$499K +$79.7K +200 +19%
CGA
2039
Crescent Grove Advisors
Illinois
$499K +$496K +1,245 New
SB
2040
Strategic Blueprint
Georgia
$499K +$497K +1,247 New
LSA
2041
Leonteq Securities AG
Switzerland
$498K -$1.16M -2,920 -70%
SFP
2042
Sandbox Financial Partners
Maryland
$492K -$16.7K -42 -3%
QVT
2043
Quantitative Value Technologies
Kansas
$492K +$79.7K +200 +19%
MCM
2044
MV Capital Management
Maryland
$491K +$46.7K +117 +11%
CWM
2045
Cornerstone Wealth Management
Missouri
$490K -$12K -30 -2%
SNT
2046
Security National Trust
West Virginia
$489K +$4.39K +11 +0.9%
PBO
2047
Peoples Bank (Ohio)
Ohio
$489K +$97.3K +244 +25%
CWM
2048
Curi Wealth Management
North Carolina
$488K +$399 +1 +0.1%
BWP
2049
Baldwin Wealth Partners
Massachusetts
$487K +$12K +30 +3%
IIA
2050
ICW Investment Advisors
Arizona
$487K +$13.2K +33 +3%
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