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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
2026
Coastal Bridge Advisors
Connecticut
$685K -$1M -3,318 -63%
APG
2027
Abacus Planning Group
South Carolina
$684K +$39.6K +131 +7%
RIA
2028
Realta Investment Advisors
Delaware
$682K +$151K +498 +34%
GPWM
2029
Grant Private Wealth Management
California
$680K -$1.08M -3,568 -64%
CNB
2030
Camden National Bank
Maine
$679K +$75K +248 +14%
WA
2031
Waddell & Associates
Tennessee
$678K +$88.6K +293 +18%
WA
2032
Wealthstream Advisors
New York
$677K +$10.6K +35 +2%
CWA
2033
Continuum Wealth Advisors
New York
$677K +$372K +1,230 +168%
BCG
2034
Breakwater Capital Group
New Jersey
$674K -$122K -402 -17%
FFA
2035
Florida Financial Advisors
Florida
$672K -$62K -205 -10%
PAM
2036
Peak Asset Management
Colorado
$671K -$953K -3,152 -62%
BIAS
2037
Beacon Investment Advisory Services
New Jersey
$669K -$5.52M -18,239 -90%
FPWM
2038
FSB Premier Wealth Management
Iowa
$667K -$3.63K -12 -0.6%
KJHP
2039
K.J. Harrison & Partners
Ontario, Canada
$666K -$12.1K -40 -2%
LPFG
2040
Landing Point Financial Group
Ohio
$666K +$14.5K +48 +3%
WA
2041
WealthTrust Axiom
Pennsylvania
$666K -$9.07K -30 -2%
BWM
2042
Baron Wealth Management
Michigan
$666K +$277K +915 +90%
1SB
2043
1ST Source Bank
Indiana
$666K +$9.98K +33 +2%
BWP
2044
BSW Wealth Partners
Colorado
$665K -$124K -409 -18%
TFCP
2045
Twin Focus Capital Partners
Massachusetts
$665K – – –
DAM
2046
Diamant Asset Management
Connecticut
$663K -$45.4K -150 -7%
PGWM
2047
Parisi Gray Wealth Management
New Jersey
$663K -$1.11M -3,657 -66%
CAM
2048
CenterStar Asset Management
Illinois
$663K +$581K +1,920 New
PWP
2049
Prasad Wealth Partners
Ohio
$662K +$580K +1,918 New
PB
2050
Pinnacle Bancorp
Nebraska
$662K -$129K -425 -18%
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