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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2526
Custos Family Office
Texas
$356K -$80.1K -166 -19%
BWA
2527
Bordeaux Wealth Advisors
California
$356K +$49.2K +102 +17%
OBWG
2528
Onyx Bridge Wealth Group
New York
$355K -$39.5K -82 -11%
GF
2529
Gries Financial
Ohio
$354K -$994K -2,061 -75%
OCPWS
2530
One Charles Private Wealth Services
Massachusetts
$353K +$1.93K +4 +0.6%
WAOTB
2531
Wealth Advisors of Tampa Bay
Florida
$352K – – –
HWA
2532
HCR Wealth Advisors
California
$352K +$333K +690 New
CWA
2533
CJM Wealth Advisers
Virginia
$352K – – –
PA
2534
Probity Advisors
Texas
$351K -$19.3K -40 -5%
SIC
2535
SJS Investment Consulting
Ohio
$351K +$122K +253 +58%
SC
2536
Seldon Capital
California
$350K – – –
SA
2537
Shilanski & Associates
Alaska
$350K +$482 +1 +0.1%
TPWM
2538
Twelve Points Wealth Management
Massachusetts
$349K +$12.5K +26 +4%
P
2539
&Partners
Tennessee
$348K +$24.6K +51 +8%
OWA
2540
Octavia Wealth Advisors
Ohio
$347K -$23.6K -49 -7%
BFA
2541
Bill Few Associates
Pennsylvania
$347K – – –
DAM
2542
Diamant Asset Management
Connecticut
$347K – – –
MIM
2543
Moseley Investment Management
Florida
$347K – – –
CFSG
2544
Clark Financial Services Group
Missouri
$347K +$75.7K +157 +30%
RFN
2545
Redwood Financial Network
Ohio
$347K +$328K +680 New
RTS
2546
Round Table Services
New Jersey
$346K -$17.4K -36 -5%
C
2547
Covestor
United Kingdom
$346K +$117K +242 +56%
CFP
2548
Curran Financial Partners
South Carolina
$345K – – –
ITIM
2549
Indiana Trust & Investment Management
Indiana
$344K – – –
AP
2550
Arlington Partners
Alabama
$344K +$8.68K +18 +3%
100 101
102
103 104