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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2301
Intercontinental Wealth Advisors
Texas
$610K – – –
DI
2302
DDFG Inc
California
$609K – – –
FSC
2303
Full Sail Capital
Oklahoma
$609K -$6.36K -13 -1%
FH
2304
FWG Holdings
Florida
$606K +$35.2K +72 +6%
SSWG
2305
Seven Springs Wealth Group
Tennessee
$606K – – –
BWA
2306
Bordeaux Wealth Advisors
California
$604K +$8.31K +17 +1%
EC
2307
EdgeRock Capital
Colorado
$602K -$27.4K -56 -4%
IFPG
2308
Intrepid Financial Planning Group
Indiana
$600K +$23.5K +48 +4%
CFMC
2309
Curbstone Financial Management Corp
New Hampshire
$600K +$24.4K +50 +4%
TBC
2310
Ted Buchan & Co
California
$597K +$299K +611 +97%
FCCM
2311
First City Capital Management
Georgia
$596K – – –
UW
2312
Unique Wealth
Florida
$596K +$99.8K +204 +20%
LWP
2313
Lumature Wealth Partners
Georgia
$595K +$2.44K +5 +0.4%
HFP
2314
Holistic Financial Partners
Indiana
$595K -$35.7K -73 -6%
QPWM
2315
Quadrant Private Wealth Management
Pennsylvania
$594K +$82.6K +169 +16%
HPM
2316
Hoxton Planning & Management
West Virginia
$593K +$1.47K +3 +0.2%
BFA
2317
BMS Financial Advisors
South Dakota
$592K -$230K -470 -28%
ACM
2318
Armbruster Capital Management
New York
$589K – – –
MFG
2319
Midwest Financial Group
Kansas
$585K -$24K -49 -4%
I
2320
INVST
Indiana
$585K +$34.7K +71 +6%
HCP
2321
Holt Capital Partners
Texas
$584K +$24.4K +50 +4%
CWS
2322
Cypress Wealth Services
California
$583K +$59.7K +122 +11%
HCA
2323
Harbor Capital Advisors
Illinois
$580K +$978 +2 +0.2%
GHAM
2324
Gilman Hill Asset Management
Connecticut
$580K – – –
MSWM
2325
McGlone Suttner Wealth Management
Wisconsin
$579K +$44K +90 +8%
91 92
93
94 95