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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
2026
Capital Market Strategies
Florida
$1.31M -$26.7K -50 -2%
AIMA
2027
Ables Iannone Moore & Associates
Georgia
$1.31M +$1.33M +2,489 New
CFLC
2028
California First Leasing Corp
California
$1.31M – – –
AMCA
2029
Arthur M. Cohen & Associates
Illinois
$1.31M -$195K -365 -13%
BOPW
2030
Brandywine Oak Private Wealth
Pennsylvania
$1.31M -$20.8K -39 -2%
TCWM
2031
Total Clarity Wealth Management
Illinois
$1.3M +$4.8K +9 +0.4%
PCIG
2032
Partners Capital Investment Group
Massachusetts
$1.3M -$1.09M -2,047 -45%
PWMG
2033
Provence Wealth Management Group
California
$1.3M +$327K +614 +33%
PMFA
2034
Plante Moran Financial Advisors
Michigan
$1.3M -$5.87K -11 -0.4%
ATC
2035
Adirondack Trust Company
New York
$1.3M -$24K -45 -2%
WWP
2036
WR Wealth Planners
Missouri
$1.3M +$302K +567 +30%
SOAMC
2037
Spirit of America Management Corp
New York
$1.29M – – –
OL
2038
OneFund LLC
Florida
$1.29M +$1.3M +2,445 New
EAM
2039
EdenTree Asset Management
United Kingdom
$1.29M +$1.17M +2,192 +877%
HB
2040
HTLF Bank
Colorado
$1.28M +$1.3M +2,435 New
FFC
2041
First Financial Corp
Indiana
$1.28M -$6.4K -12 -0.5%
SEC
2042
Seven Eight Capital
New York
$1.28M +$1.3M +2,431 New
ATWA
2043
Arbor Trust Wealth Advisors
Michigan
$1.28M +$303K +569 +31%
AT
2044
Arvest Trust
Oklahoma
$1.28M +$78.4K +147 +6%
SAM
2045
Secure Asset Management
Michigan
$1.27M -$20.3K -38 -2%
TI
2046
Truepoint Inc
Ohio
$1.27M +$526K +987 +69%
SAM
2047
Sompo Asset Management
Japan
$1.27M -$128K -240 -9%
PI
2048
Parkside Investments
Illinois
$1.26M +$212K +397 +20%
IWP
2049
Invenio Wealth Partners
Florida
$1.26M -$104K -195 -8%
AAG
2050
Armstrong Advisory Group
Massachusetts
$1.26M -$6.4K -12 -0.5%
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