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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2301
Kowal Investment Group
Wisconsin
$655K +$111K +210 +20%
ACM
2302
Armbruster Capital Management
New York
$649K – – –
AWM
2303
AllSquare Wealth Management
New York
$646K – – –
EC
2304
EdgeRock Capital
Colorado
$645K +$2.65K +5 +0.4%
MIH
2305
Meitav Investment House
Israel
$645K +$408K +770 +180%
AWG
2306
Altus Wealth Group
Colorado
$644K +$250K +472 +64%
HC
2307
Hendley & Co
Ohio
$644K +$60.9K +115 +10%
DMBA
2308
Deseret Mutual Benefit Administrators
Utah
$644K -$541K -1,021 -46%
GLA
2309
Good Life Advisors
Pennsylvania
$642K +$63.6K +120 +11%
FM
2310
Family Management
New York
$642K +$35.5K +67 +6%
GG
2311
Greenwood Gearhart
Arkansas
$642K -$14.3K -27 -2%
BCG
2312
Breakwater Capital Group
New Jersey
$641K +$640K +1,209 New
PWMG
2313
Provence Wealth Management Group
California
$640K +$639K +1,207 New
BWA
2314
Brave Warrior Advisors
New York
$639K -$667K -1,260 -51%
TWP
2315
Tower Wealth Partners
Pennsylvania
$639K -$17K -32 -3%
GC
2316
GFG Capital
Florida
$639K -$188K -354 -23%
IFPG
2317
Intrepid Financial Planning Group
Indiana
$636K +$58.3K +110 +10%
WT
2318
Washington Trust
Rhode Island
$636K +$18K +34 +3%
PWM
2319
Penobscot Wealth Management
Maine
$635K – – –
BLC
2320
Brown, Lisle/Cummings
Rhode Island
$634K – – –
IHWM
2321
Iron Horse Wealth Management
Iowa
$633K +$632K +1,194 New
CA
2322
Calton & Associates
Florida
$633K +$40.8K +77 +7%
TA
2323
Tectonic Advisors
Texas
$630K -$3.18K -6 -0.5%
D
2324
Dentgroup
Louisiana
$628K +$1.59K +3 +0.3%
ARC
2325
Advisor Resource Council
Texas
$628K +$3.18K +6 +0.5%
91 92
93
94 95