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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
2251
Westwood Holdings Group
Texas
$559K +$499K +1,345 New
BWM
2252
BCS Wealth Management
Tennessee
$558K -$26.3K -71 -5%
FMC
2253
First Merchants Corp
Indiana
$558K -$9.27K -25 -2%
CWA
2254
Clarus Wealth Advisors
Arizona
$558K -$71.9K -194 -13%
FFC
2255
First Financial Corp
Indiana
$556K -$2.96K -8 -0.6%
PC
2256
Prairiewood Capital
North Dakota
$556K – – –
CWM
2257
Cahaba Wealth Management
Georgia
$554K +$4.08K +11 +0.8%
SFS
2258
Stiles Financial Services
Minnesota
$553K -$5.93K -16 -1%
MWPCG
2259
Measured Wealth Private Client Group
New Hampshire
$553K – – –
WMA
2260
Wealth Management Associates
New Jersey
$552K +$1.48K +4 +0.3%
FFM
2261
Forum Financial Management
Illinois
$550K +$7.41K +20 +2%
SR
2262
Swiss Re
Switzerland
$548K +$449K +1,212 +1,133%
OWA
2263
Octavia Wealth Advisors
Ohio
$547K -$741 -2 -0.2%
OIA
2264
Oakmont Investment Advisors
Pennsylvania
$546K +$487K +1,314 New
NCM
2265
Northside Capital Management
Oregon
$546K – – –
HBT
2266
Hills Bank & Trust
Iowa
$546K +$157K +424 +48%
EWS
2267
Evergreen Wealth Solutions
Pennsylvania
$546K +$160K +433 +46%
TCWM
2268
Total Clarity Wealth Management
Illinois
$545K +$486K +1,312 New
DIP
2269
DT Investment Partners
Pennsylvania
$544K – – –
WF
2270
Womack Financial
Texas
$544K -$30.8K -83 -6%
MWM
2271
Maridea Wealth Management
New York
$544K +$485K +1,309 New
SI
2272
Stonekeep Investments
New Mexico
$543K +$43.4K +117 +10%
WCM
2273
Washington Capital Management
Washington
$542K -$7.41K -20 -2%
LSA
2274
Lansing Street Advisors
Pennsylvania
$540K +$1.11K +3 +0.2%
SWP
2275
Strategic Wealth Partners
Ohio
$539K -$5.93K -16 -1%
89 90
91
92 93