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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KRW
2701
Kaufman Rossin Wealth
Florida
$253K -$9.55K -25 -3%
BWP
2702
Balboa Wealth Partners
Arizona
$253K -$26.4K -69 -8%
GIP
2703
Greatmark Investment Partners
Georgia
$253K +$28.7K +75 +10%
EPP
2704
ETF Portfolio Partners
Kansas
$252K – – –
CFP
2705
Cascade Financial Partners
California
$252K -$32.1K -84 -9%
PRP
2706
Peak Retirement Planning
Ohio
$252K -$16.1K -42 -5%
FMP
2707
Financial Management Professionals
Texas
$251K -$543K -1,421 -64%
PWM
2708
PBMares Wealth Management
Virginia
$250K -$382 -1 -0.1%
AWA
2709
Aletheian Wealth Advisors
Washington
$250K -$76.1K -199 -20%
CAG
2710
Centerpoint Advisory Group
Kansas
$249K +$31.7K +83 +12%
WIA
2711
Wetzel Investment Advisors
Indiana
$249K +$39K +102 +15%
SAM
2712
Strategy Asset Managers
California
$249K -$3.34M -8,735 -92%
ITIM
2713
Indiana Trust & Investment Management
Indiana
$249K +$16.4K +43 +6%
HDIM
2714
Hanson & Doremus Investment Management
Vermont
$248K – – –
ACM
2715
Argent Capital Management
Missouri
$247K -$78.6M -205,654 -100%
SL
2716
Sentinus LLC
Illinois
$247K -$19.9K -52 -6%
CTWM
2717
Cherry Tree Wealth Management
Minnesota
$247K -$38.6K -101 -11%
BGAI
2718
Bruce G. Allen Investments
Colorado
$246K -$63.4K -166 -17%
SC
2719
SummitTX Capital
Texas
$246K +$302K +789 New
AGWCA
2720
Annis Gardner Whiting Capital Advisors
Florida
$246K -$62.7K -164 -17%
FVWA
2721
Foster Victor Wealth Advisors
South Carolina
$245K +$382 +1 +0.1%
KC
2722
Kinloch Capital
Virginia
$244K – – –
BAM
2723
Byrne Asset Management
New Jersey
$244K +$30.6K +80 +11%
KPWG
2724
KFA Private Wealth Group
Virginia
$244K +$75.7K +198 +34%
LIA
2725
Lynx Investment Advisory
District of Columbia
$243K -$35.9K -94 -11%
107 108
109
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