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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2301
Promethium Advisors
Maryland
$454K +$398K +1,315 New
CCS
2302
Concentric Capital Strategies
Connecticut
$454K -$1.19M -3,922 -75%
FWTB
2303
First Western Trust Bank
Colorado
$453K +$3.33K +11 +0.8%
OWA
2304
Octavia Wealth Advisors
Ohio
$452K +$40.8K +135 +11%
PNC
2305
Park National Corp
Ohio
$450K -$46.6K -154 -11%
WMA
2306
Wealth Management Associates
New Jersey
$450K +$173K +573 +78%
CCM
2307
Canal Capital Management
Virginia
$447K -$34.2K -113 -8%
NF
2308
NavPoint Financial
Minnesota
$447K +$302 +1 +0.1%
CFS
2309
Commonwealth Financial Services
West Virginia
$445K +$85.3K +282 +28%
NLP
2310
Next Level Private
New York
$445K +$65.9K +218 +21%
SFG
2311
Seamount Financial Group
Colorado
$443K +$141K +466 +57%
MFWP
2312
Mosaic Family Wealth Partners
Missouri
$443K -$166K -549 -30%
JWBC
2313
J.W. Burns & Co
New York
$442K -$143K -474 -27%
GWSG
2314
GPS Wealth Strategies Group
Colorado
$441K -$8.77K -29 -2%
WCM
2315
Washington Capital Management
Washington
$440K -$24.2K -80 -6%
HWMO
2316
Heritage Wealth Management (Ohio)
Ohio
$440K +$3.33K +11 +0.9%
GWM
2317
GSB Wealth Management
Connecticut
$439K +$385K +1,272 New
COCM
2318
Charter Oak Capital Management
New Hampshire
$439K +$605 +2 +0.2%
PWM
2319
Penobscot Wealth Management
Maine
$438K – – –
NWAG
2320
Net Worth Advisory Group
Utah
$437K -$81.7K -270 -18%
KWMG
2321
King Wealth Management Group
Florida
$436K -$749K -2,478 -66%
CA
2322
Centerpoint Advisors
Massachusetts
$436K +$20.9K +69 +6%
CGA
2323
Crescent Grove Advisors
Illinois
$436K – – –
ABLA
2324
Alan B. Lancz & Associates
Ohio
$433K -$15.1K -50 -4%
BW
2325
Balance Wealth
Ohio
$433K +$76.5K +253 +25%
91 92
93
94 95