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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2026
American Money Management
California
$954K – – –
ECM
2027
ExodusPoint Capital Management
New York
$953K -$2.07M -4,232 -68%
WW
2028
Waterfront Wealth
Kansas
$952K +$129K +263 +16%
PCM
2029
Presidio Capital Management
California
$950K – – –
PP
2030
Patron Partners
Texas
$950K +$41.1K +84 +4%
DEM
2031
Disciplined Equity Management
Florida
$949K -$7.33K -15 -0.8%
EWM
2032
Evergreen Wealth Management
Michigan
$948K +$118K +242 +14%
OP
2033
ORG Partners
Indiana
$943K +$963K +1,969 New
PWM
2034
Palumbo Wealth Management
New York
$941K +$957K +1,957 New
KFA
2035
Kelleher Financial Advisors
New York
$938K -$11.2K -23 -1%
IWA
2036
IVC Wealth Advisors
Pennsylvania
$934K +$19.6K +40 +2%
BC
2037
Bowman & Company
Wisconsin
$933K +$25.4K +52 +3%
AC
2038
ASB Consultores
Florida
$931K +$489 +1 +0.1%
IGWM
2039
ICA Group Wealth Management
Colorado
$931K -$713K -1,459 -43%
MPCL
2040
My Personal CFO LLC
Washington
$930K -$3.42K -7 -0.4%
SC
2041
Soundwatch Capital
Connecticut
$928K +$43K +88 +5%
ICM
2042
Islay Capital Management
Texas
$926K – – –
LTAS
2043
Linden Thomas Advisory Services
North Carolina
$926K +$57.7K +118 +7%
BCP
2044
Berkeley Capital Partners
Georgia
$925K -$21.5K -44 -2%
APG
2045
Abacus Planning Group
South Carolina
$924K +$2.93K +6 +0.3%
GC
2046
Garde Capital
Washington
$922K +$489K +1,000 +109%
CFG
2047
Cooper Financial Group
California
$921K +$187K +382 +25%
AA
2048
Advisory Alpha
Michigan
$920K +$197K +403 +27%
JF
2049
JSF Financial
California
$919K -$41.1K -84 -4%
SI
2050
Saxon Interests
Texas
$918K +$2.44K +5 +0.3%
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