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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
2451
Brandywine Oak Private Wealth
Pennsylvania
$433K – – –
SP
2452
Symmetry Partners
Connecticut
$433K +$386K +1,041 New
CJ
2453
Caitlin John
Michigan
$431K -$12.2K -33 -3%
AFG
2454
Altiora Financial Group
Ohio
$431K -$4.08K -11 -1%
WA
2455
Winter & Associates
Minnesota
$431K +$371 +1 +0.1%
WSFG
2456
Wall Street Financial Group
Illinois
$430K +$24.5K +66 +7%
MWA
2457
Midland Wealth Advisors
Illinois
$430K -$95.3K -257 -20%
GWM
2458
GDS Wealth Management
Texas
$430K -$63.8K -172 -14%
BFO
2459
Biltmore Family Office
North Carolina
$428K +$382K +1,030 New
WFL
2460
Wealth Forward LLC
North Dakota
$426K – – –
FFG
2461
Fortress Financial Group
Minnesota
$426K +$2.6K +7 +0.7%
BI
2462
Bolthouse Investments
California
$424K +$11.9K +32 +3%
FCM
2463
Fogel Capital Management
Florida
$424K – – –
NC
2464
NewSquare Capital
Pennsylvania
$424K +$82.3K +222 +28%
W
2465
Wealthquest
Ohio
$424K +$378K +1,019 New
LEA
2466
Legacy Edge Advisors
New York
$423K – – –
AMG
2467
Advisors Management Group
Wisconsin
$423K – – –
PAM
2468
PCG Asset Management
New Jersey
$422K -$18.5K -50 -5%
SIC
2469
Sterling Investment Counsel
New York
$422K -$68.9K -186 -15%
TGIA
2470
Torrey Growth & Income Advisors
California
$419K -$983K -2,652 -73%
BWM
2471
BlackDiamond Wealth Management
New York
$418K -$107K -288 -22%
IPW
2472
Impact Partnership Wealth
Georgia
$418K -$536K -1,446 -59%
JF
2473
JMN Financial
Ohio
$417K +$372K +1,003 New
TPW
2474
TOP Private Wealth
Connecticut
$417K +$372K +1,003 New
VCP
2475
Vista Capital Partners
Oregon
$417K +$372K +1,003 New
97 98
99
100 101