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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2726
Operose Advisors
Wisconsin
$313K +$245K +497 +401%
BWM
2727
BlackDiamond Wealth Management
New York
$313K +$1.48K +3 +0.5%
OW
2728
Olistico Wealth
Oklahoma
$312K -$7.38K -15 -2%
WSC
2729
Wellington Shields & Co
New York
$312K -$114K -232 -27%
CISOA
2730
Capital Investment Services of America
Wisconsin
$311K -$75.3K -153 -20%
PCMF
2731
Private Capital Management (Florida)
Florida
$311K -$2.95K -6 -1%
EWM
2732
EPG Wealth Management
Georgia
$310K +$6.4K +13 +2%
CIS
2733
Connors Investor Services
Pennsylvania
$310K -$12.1M -24,585 -98%
CIA
2734
Compass Ion Advisors
Pennsylvania
$310K +$302K +614 New
FA
2735
Fortis Advisors
Pennsylvania
$309K – – –
UBV
2736
United Bank (Virginia)
Virginia
$309K +$29K +59 +11%
KL
2737
KWMG LLC
Kansas
$309K -$20.2K -41 -6%
MIM
2738
Merrion Investment Management
New Jersey
$308K – – –
VCP
2739
Vista Capital Partners
Oregon
$306K – – –
CFP
2740
Curran Financial Partners
South Carolina
$305K – – –
CWA
2741
CJM Wealth Advisers
Virginia
$305K – – –
KFS
2742
Kaizen Financial Strategies
California
$304K -$10.8K -22 -4%
PW
2743
Peninsula Wealth
California
$303K +$44.8K +91 +19%
AP
2744
Arlington Partners
Alabama
$303K -$204K -414 -41%
SFG
2745
Summit Financial Group
West Virginia
$303K – – –
AT
2746
Arlington Trust
Alabama
$303K +$296K +601 New
C
2747
Covestor
United Kingdom
$303K -$32.5K -66 -10%
DA
2748
Dash Acquisitions
California
$302K -$12.3K -25 -4%
CWM
2749
C2C Wealth Management
Arizona
$302K -$4.43K -9 -2%
OPTFSNA
2750
Old Point Trust & Financial Services N A
Virginia
$300K – – –
108 109
110
111 112