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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FIBT
2226
First International Bank & Trust
North Dakota
$641K +$87.8K +167 +15%
GM
2227
GeoWealth Management
Illinois
$640K +$105K +200 +19%
SPFA
2228
Summit Place Financial Advisors
New Jersey
$636K – – –
ICP
2229
Interchange Capital Partners
Pennsylvania
$635K +$30K +57 +5%
TIA
2230
Tandem Investment Advisors
South Carolina
$634K +$660K +1,256 New
BWM
2231
Baystate Wealth Management
Massachusetts
$633K +$1.58K +3 +0.2%
CAG
2232
Crestwood Advisors Group
Massachusetts
$633K +$256K +486 +63%
WC
2233
Wexford Capital
Florida
$631K – – –
DA
2234
DSC Advisors
Illinois
$629K -$274K -522 -30%
WWM
2235
Wolff Wiese Magana
California
$628K -$34.2K -65 -5%
LAM
2236
LifePro Asset Management
California
$627K +$246K +467 +60%
IWA
2237
Intercontinental Wealth Advisors
Texas
$626K -$38.4K -73 -6%
GG
2238
Greenwood Gearhart
Arkansas
$625K -$36.8K -70 -5%
EPA
2239
Element Pointe Advisors
Florida
$620K +$37.3K +71 +6%
ACM
2240
Armbruster Capital Management
New York
$619K – – –
AFT
2241
Alpha Family Trust
California
$616K +$23.7K +45 +4%
AWM
2242
AllSquare Wealth Management
New York
$615K – – –
DA
2243
Drake & Associates
Wisconsin
$615K +$267K +508 +72%
SDWMA
2244
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K -$279K -531 -30%
EC
2245
EdgeRock Capital
Colorado
$612K +$198K +377 +45%
MA
2246
MONECO Advisors
Connecticut
$611K +$4.21K +8 +0.7%
CYG
2247
Clean Yield Group
Vermont
$609K +$8.94K +17 +1%
TWM
2248
Thrive Wealth Management
Pennsylvania
$606K +$17.4K +33 +3%
PWM
2249
Penobscot Wealth Management
Maine
$605K – – –
VC
2250
Veracity Capital
Georgia
$605K +$42.6K +81 +7%
88 89
90
91 92