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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2751
Center for Financial Planning
Michigan
$422K – – –
ACM
2752
AlphaStar Capital Management
North Carolina
$421K -$417K -782 -49%
MUMSS
2753
Mitsubishi UFJ Morgan Stanley Securities
Japan
$421K -$294K -552 -41%
AFC
2754
AFT Forsyth & Company
Florida
$421K +$13.3K +25 +3%
RDFA
2755
Ritter Daniher Financial Advisory
Ohio
$420K -$10.1K -19 -2%
MSR
2756
Main Street Research
Connecticut
$419K +$46.9K +88 +12%
PTC
2757
Philadelphia Trust Company
Pennsylvania
$419K +$10.1K +19 +2%
FWI
2758
Facet Wealth Inc
Maryland
$418K +$78.4K +147 +22%
BEAM
2759
Baker Ellis Asset Management
Washington
$418K -$53.3K -100 -11%
BMA
2760
Brooks Moore & Associates
Tennessee
$418K +$3.73K +7 +0.9%
SDAM
2761
Shulman DeMeo Asset Management
New York
$418K +$24K +45 +6%
AP
2762
Atwood & Palmer
Missouri
$417K -$40K -75 -9%
GFPC
2763
Global Financial Private Client
Florida
$417K – – –
GHA
2764
Granite Harbor Advisors
Texas
$417K +$39.5K +74 +10%
AI
2765
AdvisorShares Investments
Maryland
$416K +$422K +791 New
LSA
2766
Lion Street Advisors
Texas
$415K -$337K -632 -45%
CWA
2767
Canvas Wealth Advisors
Kansas
$415K +$26.7K +50 +7%
WC
2768
Woodstock Corp
Massachusetts
$413K -$9.07K -17 -2%
FFG
2769
Fortem Financial Group
California
$411K -$2.67K -5 -0.6%
TWA
2770
Tandem Wealth Advisors
Arizona
$411K – – –
LAS
2771
LWM Advisory Services
Florida
$411K +$39.5K +74 +10%
SFS
2772
Summit Financial Strategies
Ohio
$411K -$17.6K -33 -4%
IAG
2773
Investmark Advisory Group
Connecticut
$410K +$533 +1 +0.1%
GAM
2774
Garrison Asset Management
Arkansas
$410K +$108K +202 +35%
OCM
2775
Osterweis Capital Management
California
$408K +$5.87K +11 +1%
109 110
111
112 113