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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2026
Bradyco Inc
Massachusetts
$1.35M +$1.52M +2,673 New
CIM
2027
CIM Investment Management
Pennsylvania
$1.35M -$19.3K -34 -1%
VCM
2028
Vivaldi Capital Management
Illinois
$1.35M +$25.6K +45 +2%
SFWA
2029
Summit Financial Wealth Advisors
Louisiana
$1.35M -$30.1K -53 -2%
TPW
2030
Transatlantique Private Wealth
New York
$1.35M -$428K -754 -22%
KIC
2031
Kensington Investment Counsel
California
$1.35M -$53.4K -94 -3%
EHC
2032
Everett Harris & Co
California
$1.35M -$6.25K -11 -0.4%
CPWA
2033
Cerro Pacific Wealth Advisors
California
$1.35M -$2.84K -5 -0.2%
KFGK
2034
Keystone Financial Group (Kentucky)
Kentucky
$1.34M +$217K +382 +17%
ARMT
2035
Amica Retiree Medical Trust
Rhode Island
$1.34M -$131K -230 -8%
CSPIA
2036
Cary Street Partners Investment Advisory
Virginia
$1.34M -$13.1M -23,072 -90%
LWP
2037
LeClair Wealth Partners
Ohio
$1.34M +$1.51M +2,650 New
FNWM
2038
Financial Network Wealth Management
Utah
$1.34M -$256K -451 -15%
ACM
2039
Allred Capital Management
Texas
$1.34M +$22.7K +40 +2%
TNBTD
2040
Trustmark National Bank Trust Department
Mississippi
$1.34M -$680K -1,196 -31%
AWM
2041
Angeles Wealth Management
California
$1.34M -$36.4K -64 -2%
NHC
2042
Nicholas Hoffman & Company
Georgia
$1.34M +$104K +183 +7%
ACMA
2043
Arbor Capital Management (Alaska)
Alaska
$1.33M +$51.7K +91 +4%
GPA
2044
Garrison Point Advisors
California
$1.33M -$2.84K -5 -0.2%
FAM
2045
Fairtree Asset Management
South Africa
$1.33M +$1.5M +2,635 New
DWM
2046
Dorchester Wealth Management
Quebec, Canada
$1.33M -$513K -903 -26%
PWA
2047
Provenance Wealth Advisors
Florida
$1.33M +$1.18M +2,080 +377%
RCA
2048
Resonant Capital Advisors
Wisconsin
$1.33M +$24.4K +43 +2%
OHWA
2049
Oak Hill Wealth Advisors
Virginia
$1.33M +$1.49M +2,622 New
RA
2050
Rockingstone Advisors
Massachusetts
$1.32M +$1.2M +2,119 +426%
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