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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
2151
My Personal CFO LLC
Washington
$547K -$18K -47 -3%
BC
2152
Broadwater Capital
Massachusetts
$547K – – –
SFS
2153
Summit Financial Strategies
Ohio
$547K +$129K +337 +24%
SIM
2154
Synergy Investment Management
Florida
$547K -$6.5K -17 -1%
AIA
2155
Affinity Investment Advisors
California
$546K -$1.01M -2,648 -60%
PCM
2156
Presidio Capital Management
California
$545K -$3.06K -8 -0.5%
VBFP
2157
Valtinson Bruner Financial Planning
Minnesota
$545K -$1.91K -5 -0.3%
PCMM
2158
Piedmont Capital Management (Montana)
Montana
$543K +$665K +1,739 New
CAC
2159
Certified Advisory Corp
Florida
$542K -$735K -1,924 -53%
AWE
2160
Avidian Wealth Enterprises
Texas
$542K -$273K -713 -29%
IWA
2161
Invera Wealth Advisors
Oregon
$541K +$3.44K +9 +0.5%
PWP
2162
Phillips Wealth Planners
Mississippi
$541K -$415K -1,086 -38%
FFWA
2163
FRG Family Wealth Advisors
Washington
$540K -$21K -55 -3%
SWA
2164
SFMG Wealth Advisors
Texas
$540K +$34.4K +90 +5%
TNA
2165
True North Advisors
Texas
$539K +$53.1K +139 +9%
WWA
2166
Wisconsin Wealth Advisors
Wisconsin
$538K +$364K +953 +123%
GLLW
2167
Graves Light Lenhart Wealth
Virginia
$537K – – –
APWA
2168
Atlas Private Wealth Advisors
New Jersey
$536K -$27.5K -72 -4%
SOS
2169
Silver Oak Securities
Tennessee
$536K -$416K -1,089 -39%
CNB
2170
Camden National Bank
Maine
$536K -$122K -320 -16%
V
2171
VeraBank
Texas
$535K +$160K +419 +32%
SPWG
2172
Syntegra Private Wealth Group
Missouri
$534K +$48.5K +127 +8%
PAG
2173
Paladin Advisory Group
Iowa
$533K – – –
AIIMS
2174
Analyst IMS Investment Management Services
Israel
$533K -$649K -1,698 -50%
KWA
2175
Kellett Wealth Advisors
Ohio
$532K +$15.7K +41 +2%
85 86
87
88 89