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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
2026
Astoria Portfolio Advisors
New York
$995K +$30K +61 +3%
PP
2027
Patron Partners
Texas
$993K -$3.44K -7 -0.4%
APG
2028
Abacus Planning Group
South Carolina
$993K +$23.1K +47 +2%
AFT
2029
Alpha Family Trust
California
$993K +$73.8K +150 +8%
EWS
2030
Evergreen Wealth Solutions
Pennsylvania
$990K -$83.7K -170 -8%
WW
2031
Waterfront Wealth
Kansas
$990K +$16.7K +34 +2%
BWP
2032
BSW Wealth Partners
Colorado
$989K +$60K +122 +7%
SFG
2033
Sovereign Financial Group
Connecticut
$985K -$87.1K -177 -8%
GC
2034
Garde Capital
Washington
$980K +$12.3K +25 +1%
IWA
2035
IVC Wealth Advisors
Pennsylvania
$978K -$2.46K -5 -0.3%
VC
2036
Vicus Capital
Pennsylvania
$977K +$696K +1,415 +270%
CG
2037
Clarus Group
Texas
$977K +$16.2K +33 +2%
RCM
2038
Riverpark Capital Management
New York
$976K +$69.4K +141 +8%
MPCL
2039
My Personal CFO LLC
Washington
$974K -$1.97K -4 -0.2%
WA
2040
WealthTrust Axiom
Pennsylvania
$974K +$73.8K +150 +8%
PFA
2041
Professional Financial Advisors
Nebraska
$969K +$8.37K +17 +0.9%
PFG
2042
Prosperity Financial Group
California
$965K +$13.8K +28 +1%
UW
2043
Unique Wealth
Florida
$964K +$331K +672 +54%
SWP
2044
Semus Wealth Partners
Florida
$962K +$16.7K +34 +2%
KFGK
2045
Keystone Financial Group (Kentucky)
Kentucky
$962K -$66.4K -135 -7%
RWA
2046
Ropes Wealth Advisors
Massachusetts
$961K -$325K -660 -26%
AA
2047
Argent Advisors
Louisiana
$960K +$5.41K +11 +0.6%
VWMG
2048
Virginia Wealth Management Group
Virginia
$959K -$1.97K -4 -0.2%
IIM
2049
Intact Investment Management
Quebec, Canada
$958K -$1.08M -2,200 -54%
CSC
2050
Caldwell Sutter Capital
California
$956K -$492 -1 -0.1%
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