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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2201
Delta Investment Management
California
$288K -$207K -596 -44%
FAM
2202
Flaharty Asset Management
Florida
$288K – – –
EAM
2203
Evanson Asset Management
California
$287K -$3.81K -11 -1%
CWP
2204
Curated Wealth Partners
California
$286K +$5.2K +15 +2%
SFPG
2205
Stonebridge Financial Planning Group
Florida
$285K – – –
NG
2206
Northstar Group
New York
$285K +$35K +101 +15%
SW
2207
SteelPeak Wealth
California
$284K -$82.5K -238 -24%
OWM
2208
Orgel Wealth Management
Wisconsin
$284K -$47.8K -138 -15%
PPW
2209
Parcion Private Wealth
Washington
$284K -$2.08K -6 -0.8%
SAM
2210
SignalPoint Asset Management
Missouri
$284K +$57.2K +165 +28%
EWA
2211
ERTS Wealth Advisors
Michigan
$282K +$7.62K +22 +3%
PPWM
2212
PFG Private Wealth Management
Florida
$282K +$263K +758 New
LB
2213
Leo Brokerage
Texas
$281K -$88K -254 -25%
BFA
2214
Benedict Financial Advisors
Georgia
$281K +$26K +75 +11%
PA
2215
Probity Advisors
Texas
$281K +$262K +756 New
CC
2216
Colrain Capital
Massachusetts
$279K -$86.6K -250 -25%
AFS
2217
Access Financial Services
Minnesota
$279K – – –
MC
2218
Matisse Capital
Oregon
$279K – – –
AIM
2219
Aspen Investment Management
Michigan
$278K – – –
AC
2220
Athanor Capital
New York
$277K -$788K -2,274 -75%
BWM
2221
Baystate Wealth Management
Massachusetts
$277K +$1.04K +3 +0.4%
KA
2222
Klingman & Associates
New York
$277K +$22.9K +66 +10%
BAM
2223
Bruderman Asset Management
New York
$277K +$258K +744 New
SFM
2224
Signet Financial Management
New Jersey
$277K +$258K +744 New
BZWA
2225
Blue Zone Wealth Advisors
California
$276K -$132K -380 -34%
87 88
89
90 91