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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2026
SMART Wealth
Nebraska
$1.03M +$1.03M +1,948 New
CAG
2027
Crestwood Advisors Group
Massachusetts
$1.03M +$367K +692 +55%
MPCL
2028
My Personal CFO LLC
Washington
$1.03M +$530 +1 New
SFG
2029
Sovereign Financial Group
Connecticut
$1.03M +$177K +335 +21%
PFA
2030
Professional Financial Advisors
Nebraska
$1.03M +$5.83K +11 +0.6%
SAS
2031
Stelac Advisory Services
New York
$1.03M +$7.95K +15 +0.8%
DEM
2032
Disciplined Equity Management
Florida
$1.03M – – –
VV
2033
Verity & Verity
South Carolina
$1.03M +$1.02M +1,935 New
BCP
2034
Berkeley Capital Partners
Georgia
$1.03M +$7.95K +15 +0.8%
SW
2035
SteelPeak Wealth
California
$1.02M +$33.4K +63 +3%
CFO
2036
Callan Family Office
Pennsylvania
$1.02M +$1.02M +1,927 New
VWMG
2037
Virginia Wealth Management Group
Virginia
$1.02M +$8.47K +16 +0.8%
AIC
2038
Archer Investment Corporation
Indiana
$1.02M -$6.36K -12 -0.6%
DCM
2039
Deuterium Capital Management
Florida
$1.01M +$545K +1,028 +117%
BWA
2040
Blodgett Wealth Advisors
California
$1.01M +$530 +1 +0.1%
PIM
2041
Profit Investment Management
Maryland
$1.01M – – –
GAM
2042
Gould Asset Management
California
$1M +$132K +250 +15%
SCP
2043
Stamos Capital Partners
California
$1M -$4.21M -7,940 -81%
RWPA
2044
Richard W. Paul & Associates
Michigan
$1M +$1M +1,890 New
CPA
2045
Cardiff Park Advisors
California
$1M -$2.12K -4 -0.2%
4WM
2046
44 Wealth Management
Oregon
$999K -$83.2K -157 -8%
CRWM
2047
Castle Rock Wealth Management
California
$997K +$68.3K +129 +7%
AAMC
2048
Asset Allocation & Management Company
Illinois
$997K +$519K +980 +109%
DA
2049
Detalus Advisors
Missouri
$994K -$4.24K -8 -0.4%
CC
2050
Courier Capital
New York
$994K +$239K +451 +32%
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