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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2026
Financial Security Advisor
Virginia
$523K -$86.1K -289 -13%
SI
2027
Saxon Interests
Texas
$522K -$281K -945 -33%
FAT
2028
First American Trust
California
$522K -$18.5K -62 -3%
5NPW
2029
55 North Private Wealth
Florida
$521K +$12.2K +41 +2%
TFCP
2030
Twin Focus Capital Partners
Massachusetts
$521K -$8.04K -27 -1%
PCMM
2031
Piedmont Capital Management (Montana)
Montana
$520K +$12.5K +42 +2%
BHC
2032
Bull Harbor Capital
Maryland
$520K +$572K +1,922 New
NFP
2033
Narus Financial Partners
Utah
$519K +$51.5K +173 +10%
PAM
2034
Peak Asset Management
Colorado
$517K – – –
RWA
2035
Redhawk Wealth Advisors
Minnesota
$516K -$57.5K -193 -9%
MFF
2036
Michels Family Financial
Texas
$515K +$252K +846 +80%
AF
2037
Arrow Financial
New York
$514K -$395K -1,327 -41%
PWP
2038
Phillips Wealth Planners
Mississippi
$513K -$36.3K -122 -8%
USWIA
2039
UP Strategic Wealth Investment Advisors
Pennsylvania
$512K – – –
DCM
2040
DGS Capital Management
New Jersey
$512K -$567K -1,904 -50%
EFG
2041
Ethos Financial Group
Pennsylvania
$512K -$10.4K -35 -2%
PGWM
2042
Parisi Gray Wealth Management
New Jersey
$511K -$9.23K -31 -2%
SOS
2043
Silver Oak Securities
Tennessee
$509K -$256K -860 -31%
PFS
2044
Prospect Financial Services
New York
$509K -$541K -1,817 -49%
APM
2045
a16z Perennial Management
California
$508K – – –
SWA
2046
Strategies Wealth Advisors
Michigan
$508K -$110K -368 -16%
TIA
2047
Tiemann Investment Advisors
California
$507K -$46.8K -157 -8%
GEA
2048
Glen Eagle Advisors
New Jersey
$507K -$173K -582 -24%
JF
2049
JSF Financial
California
$506K +$557K +1,871 New
BFW
2050
Brady Family Wealth
Missouri
$505K -$294K -987 -35%
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82
83 84