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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2026
TopTier Wealth Management
Wisconsin
$678K +$696K +2,055 New
CBT
2027
Crews Bank & Trust
Florida
$678K -$34.6K -102 -5%
HWMG
2028
Harbour Wealth Management Group
South Carolina
$675K +$693K +2,044 New
NA
2029
Navellier & Associates
Nevada
$675K +$2.71K +8 +0.4%
SAM
2030
Secure Asset Management
Michigan
$674K +$10.8K +32 +2%
CBT
2031
CoreFirst Bank & Trust
Kansas
$673K -$61K -180 -8%
GLLW
2032
Graves Light Lenhart Wealth
Virginia
$673K – – –
CAS
2033
Coppell Advisory Solutions
Texas
$672K +$105K +309 +18%
IF
2034
Intrua Financial
Texas
$672K -$43.4K -128 -6%
SAM
2035
Sawgrass Asset Management
Florida
$671K +$40K +118 +6%
TIA
2036
Tiemann Investment Advisors
California
$671K -$85.1K -251 -11%
IIA
2037
IPG Investment Advisors
California
$670K -$136K -400 -16%
MAM
2038
McLean Asset Management
Virginia
$670K +$10.8K +32 +2%
CAC
2039
Certified Advisory Corp
Florida
$669K +$72.9K +215 +12%
CFP
2040
Cascade Financial Partners
California
$669K +$6.44K +19 +0.9%
HA
2041
Huntleigh Advisors
Missouri
$669K -$175K -515 -20%
WIC
2042
Wilkins Investment Counsel
Massachusetts
$668K -$64.4K -190 -9%
M1FG
2043
Mach-1 Financial Group
Arkansas
$668K +$686K +2,024 New
CIM
2044
Cambria Investment Management
California
$666K +$151K +447 +28%
KWM
2045
KFG Wealth Management
Indiana
$666K -$110K -325 -14%
SVCP
2046
Silicon Valley Capital Partners
California
$663K -$536K -1,582 -44%
SIM
2047
Sterling Investment Management
Arizona
$663K -$772K -2,277 -53%
PMSA
2048
Patrick M. Sweeney & Associates
Illinois
$662K -$11.2K -33 -2%
PWM
2049
Paulson Wealth Management
Illinois
$662K -$169K -499 -20%
IFS
2050
Ifrah Financial Services
Arkansas
$661K -$19.3K -57 -3%
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