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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2026
Centerpoint Advisors
Massachusetts
$934K – – –
AC
2027
Avory & Company
Florida
$930K – – –
DI
2028
DAGCO Inc
Ohio
$929K -$10.5K -20 -1%
BWP
2029
BSW Wealth Partners
Colorado
$928K -$94.7K -180 -9%
FPWM
2030
FSB Premier Wealth Management
Iowa
$921K +$14.2K +27 +2%
NB
2031
Northwest Bancshares
Pennsylvania
$920K – – –
JF
2032
JSF Financial
California
$920K +$5.26K +10 +0.6%
EHC
2033
Everett Harris & Co
California
$916K -$26.8K -51 -3%
SB
2034
Sunflower Bank
Texas
$915K -$93.6K -178 -9%
RIM
2035
Redwood Investment Management
Arizona
$913K +$604K +1,149 +175%
KOCAA
2036
Knights of Columbus Asset Advisors
Connecticut
$911K -$61K -116 -6%
WPA
2037
West Paces Advisors
Georgia
$908K +$3.15K +6 +0.3%
AWM
2038
Accurate Wealth Management
Florida
$906K +$298K +566 +48%
OFS
2039
Oldfather Financial Services
Nebraska
$903K -$1.58K -3 -0.2%
JWM
2040
Jeppson Wealth Management
California
$901K -$7.89K -15 -0.8%
GTAM
2041
Global Trust Asset Management
Florida
$900K +$45.2K +86 +5%
SFA
2042
Semmax Financial Advisors
North Carolina
$899K -$158K -300 -15%
AA
2043
Argent Advisors
Louisiana
$899K -$61K -116 -6%
MWC
2044
MBM Wealth Consultants
Missouri
$899K +$95.7K +182 +12%
AIC
2045
Argus Investors Counsel
New York
$899K +$100K +191 +12%
RIG
2046
Renaissance Investment Group
Massachusetts
$899K +$155K +294 +22%
BBNB
2047
Baker Boyer National Bank
Washington
$897K -$105K -200 -10%
EBA
2048
Eagle Bay Advisors
New York
$897K -$17.9K -34 -2%
OPPTF
2049
OPSEU Pension Plan Trust Fund
Ontario, Canada
$897K +$4.21K +8 +0.5%
D
2050
Diversified
Delaware
$893K -$106K -201 -10%
80 81
82
83 84