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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2276
E-Wealth Partners
Minnesota
$539K +$21.9K +59 +5%
MSWM
2277
McGlone Suttner Wealth Management
Wisconsin
$539K +$18.2K +49 +4%
CFO
2278
Custos Family Office
Texas
$539K +$16.7K +45 +4%
BFS
2279
BridgePort Financial Solutions
Iowa
$538K -$97.9K -264 -17%
PWM
2280
Pines Wealth Management
North Carolina
$538K +$142K +382 +42%
HFS
2281
Horizon Financial Services
North Carolina
$538K +$193K +522 +68%
CAM
2282
Cozad Asset Management
Illinois
$538K +$2.6K +7 +0.5%
PNFS
2283
PW Nova Financial Services
Pennsylvania
$537K +$5.93K +16 +1%
TVPW
2284
Third View Private Wealth
Connecticut
$535K -$1.27M -3,425 -73%
IWA
2285
Invera Wealth Advisors
Oregon
$535K +$477K +1,286 New
DBRC
2286
D.B. Root & Company
Pennsylvania
$532K +$52.3K +141 +12%
PA
2287
PSI Advisors
Florida
$531K -$55.6K -150 -11%
ACM
2288
Arcataur Capital Management
Wisconsin
$531K – – –
FSAG
2289
Financial Solutions Advisory Group
Illinois
$531K -$470K -1,269 -51%
BL
2290
BFSG LLC
California
$531K -$27.4K -74 -5%
CCWP
2291
Cedar Cove Wealth Partners
Minnesota
$530K -$110K -297 -19%
OCM
2292
Orleans Capital Management
Louisiana
$530K +$473K +1,275 New
SFG
2293
SageGuard Financial Group
Tennessee
$530K -$52.6K -142 -10%
PIA
2294
Pinion Investment Advisors
Kansas
$527K -$154K -416 -25%
EL
2295
EWA LLC
Pennsylvania
$527K +$45.6K +123 +11%
SI
2296
Severin Investments
Missouri
$527K +$470K +1,267 New
CAC
2297
Core Alternative Capital
Georgia
$526K +$75.2K +203 +19%
SFG
2298
Seamount Financial Group
Colorado
$525K – – –
CFS
2299
Commonwealth Financial Services
West Virginia
$525K +$127K +342 +37%
FCAS
2300
First Command Advisory Services
Texas
$525K -$67.1K -181 -13%
90 91
92
93 94