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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2476
Marino Stram & Associates
Massachusetts
$333K – – –
PPW
2477
Pinnacle Private Wealth
Massachusetts
$333K +$301K +664 New
TIA
2478
Traphagen Investment Advisors
New Jersey
$332K +$300K +662 New
TFF
2479
The Family Firm
Maryland
$332K +$905 +2 +0.3%
VT
2480
Vise Technologies
New York
$332K +$300K +662 New
HLOC
2481
H.L. Ormond & Company
North Carolina
$332K +$305K +673 New
TPWM
2482
Twelve Points Wealth Management
Massachusetts
$331K +$298K +659 New
DEM
2483
Disciplined Equity Management
Florida
$331K +$299K +660 New
YMRC
2484
Yorktown Management & Research Company
Virginia
$330K -$30.8K -68 -9%
AP
2485
Arlington Partners
Alabama
$330K +$133K +294 +81%
TSWM
2486
Tyler-Stone Wealth Management
Ohio
$330K +$298K +658 New
MA
2487
Mosaic Advisors
Texas
$329K +$297K +656 New
CCP
2488
Cassia Capital Partners
North Carolina
$326K -$2.69M -5,952 -90%
KAM
2489
Kraft Asset Management
Tennessee
$326K +$294K +650 New
SHJ
2490
Sharkey, Howes & Javer
Colorado
$325K – – –
WWA
2491
WC Walker & Associates
California
$325K – – –
CC
2492
Callan Capital
California
$325K +$293K +648 New
CVM
2493
Cheviot Value Management
California
$324K -$7.7K -17 -3%
VCP
2494
Vista Capital Partners
Oregon
$324K +$292K +645 New
KIG
2495
Kessler Investment Group
Indiana
$323K -$215K -476 -43%
FWC
2496
First Washington Corp
Washington
$322K – – –
DI
2497
DFPG Investments
Utah
$322K +$4.07K +9 +1%
PLFAM
2498
Pineno Levin & Ford Asset Management
Virginia
$321K – – –
FMTCOCP
2499
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$321K +$19.5K +43 +7%
MPCG
2500
Matrix Private Capital Group
New York
$321K +$27.6K +61 +11%
98 99
100
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