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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2351
Alterity Financial Group
Maine
$542K +$14.5K +30 +3%
QT
2352
Quantamental Technologies
New York
$540K +$551K +1,142 New
CFFP
2353
Center for Financial Planning
Michigan
$539K +$27.5K +57 +5%
MCA
2354
MSH Capital Advisors
Arizona
$539K +$483 +1 +0.1%
HP
2355
Hyperion Partners
Pennsylvania
$537K +$17.4K +36 +3%
WWM
2356
Windsor Wealth Management
Indiana
$536K – – –
SPP
2357
Single Point Partners
Massachusetts
$534K +$54.5K +113 +11%
RWB
2358
RMR Wealth Builders
New Jersey
$531K +$232K +481 +75%
MIM
2359
MTM Investment Management
South Carolina
$531K -$501K -1,039 -48%
DDPIC
2360
Deroy & Devereaux Private Investment Counsel
Michigan
$530K – – –
WI
2361
Wedgewood Investors
Pennsylvania
$530K +$10.1K +21 +2%
FM
2362
Family Management
New York
$529K -$44.4K -92 -8%
THL
2363
Tillman Hartley LLC
Colorado
$529K – – –
BBNB
2364
Baker Boyer National Bank
Washington
$528K – – –
FH
2365
FWG Holdings
Florida
$527K -$61.8K -128 -10%
MSWM
2366
McGlone Suttner Wealth Management
Wisconsin
$527K +$22.2K +46 +4%
NRI
2367
NFP Retirement Inc
California
$526K +$483 +1 +0.1%
SFP
2368
Sandbox Financial Partners
Maryland
$526K +$19.3K +40 +4%
VP
2369
Verum Partners
North Carolina
$526K -$6.76K -14 -1%
BWM
2370
Birchcreek Wealth Management
Ohio
$525K +$133K +276 +33%
HWM
2371
Horizon Wealth Management
Illinois
$524K -$200K -414 -27%
BWA
2372
Brave Warrior Advisors
New York
$523K -$48.3K -100 -8%
OTL
2373
Oak Thistle LLC
New York
$522K +$533K +1,105 New
CBA
2374
Coastal Bridge Advisors
Connecticut
$521K +$483 +1 +0.1%
FWM
2375
FFT Wealth Management
Pennsylvania
$521K +$77.2K +160 +17%
93 94
95
96 97