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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2426
Bedel Financial Consulting
Indiana
$504K – – –
LWMG
2427
Levy Wealth Management Group
Pennsylvania
$504K +$1.48K +3 +0.3%
PCA
2428
Prosperity Capital Advisors
Ohio
$503K -$3.94K -8 -0.8%
FAT
2429
First American Trust
California
$501K +$57.1K +116 +13%
RWG
2430
Regal Wealth Group
California
$500K – – –
HH
2431
HWG Holdings
Texas
$498K +$22.6K +46 +5%
VNIM
2432
Vaughan Nelson Investment Management
Texas
$497K -$187K -380 -28%
CVM
2433
Cheviot Value Management
California
$497K +$11.8K +24 +2%
BAM
2434
Byrne Asset Management
New Jersey
$495K +$483K +982 New
GWAM
2435
Guardian Wealth Advisors (Minnesota)
Minnesota
$494K -$28.5K -58 -6%
CSS
2436
Cubist Systematic Strategies
Connecticut
$494K -$1.01M -2,044 -68%
TWP
2437
Tower Wealth Partners
Pennsylvania
$494K +$6.89K +14 +1%
CBA
2438
Coastal Bridge Advisors
Connecticut
$491K +$34.5K +70 +8%
NFSG
2439
Newbridge Financial Services Group
Florida
$488K -$10.3K -21 -2%
CIG
2440
Cascade Investment Group
Colorado
$486K – – –
BIA
2441
BHK Investment Advisors
Alabama
$486K -$41.8K -85 -8%
PKC
2442
Palmer Knight Company
Florida
$486K – – –
GG
2443
Greenwood Gearhart
Arkansas
$484K -$14.8K -30 -3%
EWA
2444
Etesian Wealth Advisors
Oregon
$484K -$1.97K -4 -0.4%
AWA
2445
Amplius Wealth Advisors
Pennsylvania
$482K -$30K -61 -6%
PWW
2446
Pettyjohn Wood & White
Virginia
$479K +$115K +234 +33%
RWI
2447
Red Wave Investments
Pennsylvania
$478K -$492 -1 -0.1%
OCM
2448
Objective Capital Management
Ohio
$478K +$492 +1 +0.1%
PWM
2449
PRW Wealth Management
Massachusetts
$478K – – –
KA
2450
Kure Advisory
Minnesota
$477K +$466K +947 New
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98
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