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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2026
CVA Family Office
Colorado
$957K +$75.3K +156 +8%
ES
2027
Eagle Strategies
New York
$956K +$742K +1,538 +317%
MAM
2028
McLean Asset Management
Virginia
$956K -$57.9K -120 -6%
SFG
2029
Sovereign Financial Group
Connecticut
$955K +$38.1K +79 +4%
FOA
2030
Five Oceans Advisors
California
$953K -$307K -636 -24%
LIG
2031
Lokken Investment Group
Delaware
$948K +$15.4K +32 +2%
CG
2032
Carmignac Gestion
France
$945K – – –
SFB
2033
STAR Financial Bank
Indiana
$944K – – –
JF
2034
JSF Financial
California
$944K +$79.6K +165 +9%
CF
2035
Copperwynd Financial
Arizona
$941K +$17.9K +37 +2%
DEM
2036
Disciplined Equity Management
Florida
$940K +$25.1K +52 +3%
AMM
2037
American Money Management
California
$938K -$33.8K -70 -3%
PCM
2038
Presidio Capital Management
California
$934K -$77.2K -160 -7%
KFA
2039
Kelleher Financial Advisors
New York
$933K – – –
BCP
2040
Berkeley Capital Partners
Georgia
$930K +$16.4K +34 +2%
1W
2041
1776 Wealth
Georgia
$930K +$6.27K +13 +0.7%
TYCC
2042
Texas Yale Capital Corp
Florida
$929K -$461K -955 -33%
RWPA
2043
Richard W. Paul & Associates
Michigan
$927K +$34.3K +71 +4%
FFWA
2044
FRG Family Wealth Advisors
Washington
$926K – – –
JGCM
2045
Joseph Group Capital Management
Ohio
$924K +$125K +259 +15%
CIP
2046
Convergence Investment Partners
Florida
$923K -$199K -413 -17%
OFS
2047
OneAscent Financial Services
Alabama
$922K -$55K -114 -6%
EFM
2048
E Fund Management
China
$922K -$28K -58 -3%
RPWA
2049
Regent Peak Wealth Advisors
Georgia
$920K -$137K -284 -13%
MPCL
2050
My Personal CFO LLC
Washington
$918K +$937K +1,941 +194,100%
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83 84