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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2051
Tectonic Advisors
Texas
$757K -$256K -566 -27%
FPGK
2052
Financial Partners Group (Kansas)
Kansas
$756K +$8.6K +19 +1%
CSB
2053
City State Bank
Iowa
$755K +$680K +1,503 New
SC
2054
Slow Capital
California
$754K +$679K +1,501 New
SWA
2055
SFMG Wealth Advisors
Texas
$753K +$9.51K +21 +1%
LWP
2056
Laurel Wealth Planning
Minnesota
$752K -$72.4K -160 -10%
FNBOSM
2057
First National Bank of South Miami
Florida
$751K +$114K +251 +20%
ICM
2058
Islay Capital Management
Texas
$750K +$5.43K +12 +0.8%
SB
2059
Strategic Blueprint
Georgia
$749K +$185K +408 +38%
C
2060
CEDRUS
Colorado
$749K +$674K +1,490 New
1SB
2061
1ST Source Bank
Indiana
$745K +$8.6K +19 +1%
MIM
2062
MTM Investment Management
South Carolina
$745K +$76.5K +169 +13%
PCG
2063
Prosperity Consulting Group
Maryland
$738K +$696K +1,538 New
SP
2064
Successful Portfolios
Florida
$733K +$1.81K +4 +0.3%
RWP
2065
RWA Wealth Partners
Massachusetts
$728K +$12.7K +28 +2%
WAM
2066
Walker Asset Management
Missouri
$724K +$653K +1,442 New
JC
2067
JB Capital
Connecticut
$723K +$5.43K +12 +0.8%
RWA
2068
RGT Wealth Advisors
Texas
$721K +$254K +561 +64%
DIP
2069
DT Investment Partners
Pennsylvania
$718K -$1.64M -3,630 -72%
BC
2070
Bowman & Company
Wisconsin
$718K +$642K +1,419 New
BHBT
2071
Burke & Herbert Bank & Trust
Virginia
$717K -$10.9K -24 -2%
UL
2072
Unionview LLC
Washington
$714K +$644K +1,422 New
C
2073
Certuity
Florida
$712K -$357K -789 -36%
IAMOG
2074
Investors Asset Management of Georgia
Georgia
$711K – – –
SFO
2075
Standard Family Office
South Dakota
$711K +$392K +865 +157%
81 82
83
84 85