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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2026
Cladis Investment Advisory
Montana
$1.24M -$63.5K -125 -5%
SFWA
2027
Summit Financial Wealth Advisors
Louisiana
$1.24M – – –
KCM
2028
KRS Capital Management
Michigan
$1.24M -$29K -57 -2%
HFA
2029
Harbert Fund Advisors
Alabama
$1.24M – – –
MA
2030
MCF Advisors
Kentucky
$1.24M -$42.2K -83 -3%
MA
2031
MJP Associates
Connecticut
$1.23M +$272K +536 +27%
CFLC
2032
California First Leasing Corp
California
$1.23M – – –
OWMIAS
2033
One Wealth Management Investment & Advisory Services
Florida
$1.23M -$53.9K -106 -4%
RP
2034
Riverwater Partners
Wisconsin
$1.23M +$144K +283 +13%
NHC
2035
Nicholas Hoffman & Company
Georgia
$1.22M -$24.4K -48 -2%
AWA
2036
Aletheian Wealth Advisors
Washington
$1.22M +$238K +469 +24%
PWM
2037
Prentice Wealth Management
New York
$1.22M +$58.5K +115 +5%
BCG
2038
Breakwater Capital Group
New Jersey
$1.21M -$508 -1 -0%
SHGA
2039
Sand Hill Global Advisors
California
$1.21M -$228K -449 -16%
KWM
2040
Kolinsky Wealth Management
New Jersey
$1.21M -$47.8K -94 -4%
JGGDR
2041
JGP Global Gestao de Recursos
Brazil
$1.2M -$354K -696 -22%
CG
2042
CFO4Life Group
Texas
$1.2M -$706K -1,389 -36%
IIM
2043
InTrack Investment Management
Vermont
$1.2M +$1.23M +2,422 New
FC
2044
Forte Capital
New York
$1.2M +$110K +217 +10%
MIM
2045
Moseley Investment Management
Florida
$1.19M +$154K +302 +14%
MWC
2046
MBM Wealth Consultants
Missouri
$1.19M +$61K +120 +5%
PMFA
2047
Plante Moran Financial Advisors
Michigan
$1.19M -$35.1K -69 -3%
VCM
2048
Vivaldi Capital Management
Illinois
$1.19M +$77.8K +153 +7%
BA
2049
Bluesphere Advisors
Pennsylvania
$1.19M -$182K -358 -13%
AWE
2050
Avidian Wealth Enterprises
Texas
$1.18M +$290K +571 +31%
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