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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2126
Sims Investment Management
Ohio
$593K +$191K +631 +58%
EW
2127
Elyxium Wealth
California
$593K -$110K -363 -17%
KWA
2128
Kellett Wealth Advisors
Ohio
$593K +$3.93K +13 +0.8%
WCG
2129
Weaver Consulting Group
California
$592K +$238K +786 +85%
EW
2130
Element Wealth
Mississippi
$592K +$110K +365 +27%
CAS
2131
Coppell Advisory Solutions
Texas
$592K +$8.47K +28 +2%
DWA
2132
Douglass Winthrop Advisors
New York
$590K -$95.6K -316 -16%
KFGK
2133
Keystone Financial Group (Kentucky)
Kentucky
$588K +$15.4K +51 +3%
MRI
2134
Mad River Investors
Massachusetts
$587K +$514K +1,700 New
AWM
2135
AllSquare Wealth Management
New York
$587K +$12.7K +42 +3%
MQWP
2136
Morey & Quinn Wealth Partners
Nebraska
$586K -$24.2K -80 -4%
MSWM
2137
McGlone Suttner Wealth Management
Wisconsin
$585K +$133K +440 +35%
HKAM
2138
Horizon Kinetics Asset Management
New York
$585K +$513K +1,695 New
BIS
2139
BG Investment Services
Guam
$584K +$56.3K +186 +12%
AMG
2140
Asset Management Group
Connecticut
$584K -$3.33K -11 -0.6%
BWM
2141
BCS Wealth Management
Tennessee
$582K -$56K -185 -10%
HFP
2142
Holistic Financial Partners
Indiana
$582K +$103K +340 +25%
SPAS
2143
Spectrum Planning & Advisory Services
California
$582K +$39K +129 +8%
EFG
2144
Ethos Financial Group
Pennsylvania
$581K -$46.6K -154 -8%
MCM
2145
MV Capital Management
Maryland
$580K +$61.4K +203 +14%
PBK
2146
Peoples Bank (Kansas)
Kansas
$580K -$63.2K -209 -11%
VP
2147
Verum Partners
North Carolina
$578K +$40.5K +134 +9%
RI
2148
Ridgewood Investments
New Jersey
$577K +$351K +1,160 +227%
HPIA
2149
Hamilton Point Investment Advisors
North Carolina
$577K – – –
CIA
2150
Caerus Investment Advisors
Texas
$576K +$505K +1,669 New
84 85
86
87 88