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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2701
Alliance Wealth Management Group
New Jersey
$261K +$4.23K +14 +2%
KC
2702
Kinloch Capital
Virginia
$260K -$8.77K -29 -4%
BWFA
2703
Baltimore-Washington Financial Advisors
Maryland
$259K -$6.91M -22,860 -97%
CF
2704
Clarity Financial
Texas
$259K +$907 +3 +0.4%
VIP
2705
Vista Investment Partners
Oklahoma
$259K -$61.1K -202 -21%
WIA
2706
Wetzel Investment Advisors
Indiana
$259K -$15.1K -50 -6%
BTD
2707
BankPlus Trust Department
Mississippi
$258K -$588K -1,945 -72%
EWS
2708
Evergreen Wealth Solutions
Pennsylvania
$258K -$36.6K -121 -14%
WKSWA
2709
White Knight Strategic Wealth Advisors
New Jersey
$257K +$225K +745 New
MAA
2710
Matrix Asset Advisors
New York
$257K +$225K +745 New
FCB
2711
First County Bank
Connecticut
$257K +$225K +744 New
SF
2712
Seros Financial
Arizona
$256K +$224K +742 New
RLIM
2713
Red Lighthouse Investment Management
New York
$256K +$2.72K +9 +1%
BRM
2714
Boston Research & Management
Massachusetts
$256K – – –
WPW
2715
Watershed Private Wealth
Illinois
$255K +$223K +738 New
CWM
2716
CCG Wealth Management
California
$254K +$223K +737 New
PCM
2717
Permanent Capital Management
Illinois
$252K +$221K +731 New
LSA
2718
Lion Street Advisors
Texas
$252K -$496K -1,639 -75%
CL
2719
CVFG LLC
Indiana
$252K +$221K +730 New
TBT
2720
Texas Bank & Trust
Texas
$252K -$3.63K -12 -2%
PM
2721
Pembroke Management
Quebec, Canada
$252K +$220K +729 New
EB
2722
Exchange Bank
California
$251K -$10.9K -36 -5%
LIA
2723
Lynx Investment Advisory
District of Columbia
$251K -$15.4K -51 -7%
GC
2724
Grange Capital
Oregon
$251K – – –
TA
2725
TruWealth Advisors
Louisiana
$250K +$219K +725 New
107 108
109
110 111