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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2276
Octavia Wealth Advisors
Ohio
$547K -$741 -2 -0.2%
OIA
2277
Oakmont Investment Advisors
Pennsylvania
$546K +$487K +1,314 New
NCM
2278
Northside Capital Management
Oregon
$546K – – –
HBT
2279
Hills Bank & Trust
Iowa
$546K +$157K +424 +48%
EWS
2280
Evergreen Wealth Solutions
Pennsylvania
$546K +$160K +433 +46%
TCWM
2281
Total Clarity Wealth Management
Illinois
$545K +$486K +1,312 New
DIP
2282
DT Investment Partners
Pennsylvania
$544K – – –
WF
2283
Womack Financial
Texas
$544K -$30.8K -83 -6%
BLC
2284
Brown, Lisle/Cummings
Rhode Island
$544K -$2.22K -6 -0.5%
MWM
2285
Maridea Wealth Management
New York
$544K +$485K +1,309 New
SI
2286
Stonekeep Investments
New Mexico
$543K +$43.4K +117 +10%
WCM
2287
Washington Capital Management
Washington
$542K -$7.41K -20 -2%
LSA
2288
Lansing Street Advisors
Pennsylvania
$540K +$1.11K +3 +0.2%
SWP
2289
Strategic Wealth Partners
Ohio
$539K -$5.93K -16 -1%
EWP
2290
E-Wealth Partners
Minnesota
$539K +$21.9K +59 +5%
MSWM
2291
McGlone Suttner Wealth Management
Wisconsin
$539K +$18.2K +49 +4%
CFO
2292
Custos Family Office
Texas
$539K +$16.7K +45 +4%
BFS
2293
BridgePort Financial Solutions
Iowa
$538K -$97.9K -264 -17%
PWM
2294
Pines Wealth Management
North Carolina
$538K +$142K +382 +42%
HFS
2295
Horizon Financial Services
North Carolina
$538K +$193K +522 +68%
CAM
2296
Cozad Asset Management
Illinois
$538K +$2.6K +7 +0.5%
PNFS
2297
PW Nova Financial Services
Pennsylvania
$537K +$5.93K +16 +1%
TVPW
2298
Third View Private Wealth
Connecticut
$535K -$1.27M -3,425 -73%
IWA
2299
Invera Wealth Advisors
Oregon
$535K +$477K +1,286 New
DBRC
2300
D.B. Root & Company
Pennsylvania
$532K +$52.3K +141 +12%
90 91
92
93 94