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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2301
Coppell Advisory Solutions
Texas
$858K +$476K +893 +121%
LAM
2302
Lewis Asset Management
California
$857K +$868K +1,627 New
APC
2303
Aspire Private Capital
North Carolina
$856K +$43.7K +82 +5%
FNBSF
2304
First National Bank Sioux Falls
South Dakota
$856K – – –
FSC
2305
Full Sail Capital
Oklahoma
$856K +$191K +358 +28%
CIA
2306
Cape Investment Advisory
Georgia
$855K +$5.87K +11 +0.7%
SFG
2307
Sather Financial Group
Texas
$853K +$23.5K +44 +3%
FPCP
2308
Fort Point Capital Partners
California
$849K +$9.6K +18 +1%
JCM
2309
Jacobsen Capital Management
Utah
$849K +$13.9K +26 +2%
WMA
2310
Wealth Management Associates
New Jersey
$846K +$42.7K +80 +5%
FPWM
2311
FSB Premier Wealth Management
Iowa
$845K +$34.7K +65 +4%
WHCI
2312
W.H. Cornerstone Investments
Massachusetts
$845K +$14.9K +28 +2%
TNBTD
2313
Trustmark National Bank Trust Department
Mississippi
$844K +$9.6K +18 +1%
TCM
2314
Telos Capital Management
California
$843K +$141K +265 +20%
TWM
2315
Thrive Wealth Management
Pennsylvania
$843K -$10.7K -20 -1%
DFG
2316
Delta Financial Group
New Jersey
$840K +$14.4K +27 +2%
IWM
2317
Iams Wealth Management
Nebraska
$840K +$68.3K +128 +9%
LL
2318
LWMG LLC
Minnesota
$839K +$25.6K +48 +3%
DA
2319
Detalus Advisors
Missouri
$839K – – –
TGAM
2320
TBH Global Asset Management
Tennessee
$836K -$411K -771 -33%
EA
2321
Eudaimonia Advisors
Tennessee
$833K +$13.3K +25 +2%
MM
2322
MQS Management
New York
$829K +$840K +1,575 New
CCG
2323
Catalina Capital Group
California
$828K +$839K +1,573 New
CSB
2324
City State Bank
Iowa
$827K -$15.5K -29 -2%
KCM
2325
Kanawha Capital Management
Virginia
$825K +$83.2K +156 +11%
91 92
93
94 95