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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2551
Catalina Capital Group
California
$340K -$35.9K -106 -9%
SF
2552
SWP Financial
California
$339K – – –
WFL
2553
Wealth Forward LLC
North Dakota
$338K +$4.41K +13 +1%
OFG
2554
Oxford Financial Group
Indiana
$338K -$50.5K -149 -13%
PCM
2555
Polymer Capital Management
New York
$338K -$133K -392 -28%
FCM
2556
Fogel Capital Management
Florida
$337K -$2.71K -8 -0.8%
AWF
2557
Alpha Wealth Funds
Utah
$337K – – –
FCM
2558
Fire Capital Management
California
$336K +$345K +1,019 New
UCB
2559
United Community Bank
South Carolina
$336K -$367K -1,082 -52%
AMG
2560
Advisors Management Group
Wisconsin
$336K – – –
PFA
2561
Perryman Financial Advisory
Texas
$336K +$345K +1,018 New
EWM
2562
Evermay Wealth Management
Virginia
$335K -$400K -1,181 -54%
WIM
2563
Warwick Investment Management
Texas
$335K +$45.4K +134 +15%
HWM
2564
Hohimer Wealth Management
Washington
$334K -$133K -393 -28%
HFS
2565
Heritage Financial Services
Massachusetts
$333K +$17.3K +51 +5%
FFG
2566
Fortress Financial Group
Minnesota
$333K +$2.37K +7 +0.7%
CIA
2567
Compass Ion Advisors
Pennsylvania
$332K -$45.8K -135 -12%
EBA
2568
Eagle Bay Advisors
New York
$332K +$53.2K +157 +18%
MAM
2569
Marotta Asset Management
Virginia
$332K – – –
PAM
2570
PCG Asset Management
New Jersey
$331K -$7.46K -22 -2%
SHWA
2571
Safe Harbor Wealth Advisors
Ohio
$330K +$394K +1,162 New
FOA
2572
Five Oceans Advisors
California
$330K -$1.02K -3 -0.3%
AF
2573
AtlasMark Financial
Texas
$330K – – –
PWAM
2574
Papamarkou Wellner Asset Management
New York
$330K – – –
QOP
2575
Quinn Opportunity Partners
Virginia
$330K – – –
101 102
103
104 105