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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2351
Sound Income Strategies
Florida
$233K +$109K +262 +78%
AC
2352
Alley Company
Illinois
$232K – – –
OBWG
2353
Onyx Bridge Wealth Group
New York
$232K +$226K +545 New
KLI
2354
Kelman-Lazarov Inc
Tennessee
$231K -$4.14K -10 -2%
GIP
2355
Greatmark Investment Partners
Georgia
$231K -$1.66K -4 -0.7%
FA
2356
Fermata Advisors
California
$231K -$1.24K -3 -0.5%
EL
2357
Essex LLC
Illinois
$231K +$245K +592 New
DWP
2358
Destiny Wealth Partners
Florida
$230K -$54.7K -132 -18%
BWM
2359
Benchmark Wealth Management
Connecticut
$230K -$50.1K -121 -17%
BFM
2360
Boothbay Fund Management
New York
$229K -$68.8K -166 -22%
UBV
2361
United Bank (Virginia)
Virginia
$227K +$20.7K +50 +9%
HFS
2362
Horizon Financial Services
North Carolina
$227K +$220K +530 +1,060%
PG
2363
Prostatis Group
Maryland
$226K +$14.5K +35 +6%
FCFC
2364
First Citizens Financial Corp
Iowa
$226K -$226K -545 -49%
KA
2365
KLCM Advisors
Wisconsin
$226K – – –
LA
2366
Legacy Advisors
Pennsylvania
$226K +$9.53K +23 +4%
RTS
2367
Round Table Services
New Jersey
$226K +$13.7K +33 +6%
MPCG
2368
Matrix Private Capital Group
New York
$226K +$17K +41 +8%
CBT
2369
Capital Bank & Trust
California
$225K -$217M -523,102 -100%
APW
2370
Acima Private Wealth
Virginia
$225K – – –
JWM
2371
Janiczek Wealth Management
Colorado
$225K +$7.46K +18 +3%
TFO
2372
Tarbox Family Office
California
$224K -$124K -300 -34%
CWP
2373
Concord Wealth Partners
Virginia
$223K -$292K -704 -55%
DWA
2374
Dougherty Wealth Advisers
Minnesota
$223K – – –
DE
2375
Day & Ennis
Georgia
$222K – – –
93 94
95
96 97