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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2451
AtlasMark Financial
Texas
$481K – – –
BFC
2452
Bedel Financial Consulting
Indiana
$481K +$8.31K +17 +2%
IIM
2453
Ipswich Investment Management
Massachusetts
$481K +$489K +1,000 New
QOP
2454
Quinn Opportunity Partners
Virginia
$481K +$489K +1,000 New
SAM
2455
Simplify Asset Management
Nevada
$479K -$814K -1,665 -63%
LWMG
2456
Levy Wealth Management Group
Pennsylvania
$479K +$1.47K +3 +0.3%
BEAM
2457
Baker Ellis Asset Management
Washington
$478K -$11.7K -24 -2%
HNWAG
2458
High Net Worth Advisory Group
Florida
$477K +$21.5K +44 +5%
AP
2459
Adero Partners
California
$477K -$39.1K -80 -7%
GG
2460
Greenwood Gearhart
Arkansas
$476K -$45K -92 -9%
NFSG
2461
Newbridge Financial Services Group
Florida
$475K -$23.5K -48 -5%
OBWG
2462
Onyx Bridge Wealth Group
New York
$471K +$94.4K +193 +25%
JSP
2463
Jackson Square Partners
California
$470K +$6.85K +14 +1%
SAM
2464
SignalPoint Asset Management
Missouri
$464K +$35.7K +73 +8%
TWP
2465
Tower Wealth Partners
Pennsylvania
$464K -$3.42K -7 -0.7%
CIG
2466
Cascade Investment Group
Colorado
$464K -$3.42K -7 -0.7%
RFN
2467
Redwood Financial Network
Ohio
$463K +$42.1K +86 +10%
EWA
2468
Etesian Wealth Advisors
Oregon
$463K +$1.96K +4 +0.4%
XWM
2469
Xcel Wealth Management
Florida
$463K +$14.7K +30 +3%
PKC
2470
Palmer Knight Company
Florida
$463K +$471K +963 New
FCT
2471
First Community Trust
Iowa
$462K -$14.7K -30 -3%
CVM
2472
Cheviot Value Management
California
$462K +$123K +252 +36%
TPWM
2473
Twelve Points Wealth Management
Massachusetts
$459K +$78.2K +160 +20%
RWG
2474
Regal Wealth Group
California
$457K +$489 +1 +0.1%
FDS
2475
First Dallas Securities
Texas
$457K -$220K -450 -32%
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