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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2776
Wealthstream Advisors
New York
$221K +$209K +433 New
ACM
2777
Academy Capital Management
Texas
$220K – – –
BWA
2778
BlueSky Wealth Advisors
North Carolina
$220K – – –
SF
2779
SBK Financial
Virginia
$219K – – –
SCP
2780
Sandhill Capital Partners
New York
$219K +$207K +430 New
SWM
2781
Selective Wealth Management
Virginia
$218K -$7.24K -15 -3%
LC
2782
LCNB Corp
Ohio
$217K +$205K +426 New
NAM
2783
NTV Asset Management
West Virginia
$216K – – –
PFS
2784
Physicians Financial Services
North Carolina
$216K +$10.1K +21 +5%
HBW
2785
Hazlett, Burt & Watson
West Virginia
$216K +$204K +423 New
MS
2786
Madden Securities
Texas
$216K +$204K +423 New
JCM
2787
Jag Capital Management
Missouri
$215K -$100K -208 -26%
HIS
2788
Harvest Investment Services
Illinois
$214K -$20.7K -43 -9%
WFC
2789
Western Financial Corp
California
$214K +$202K +419 New
PIFP
2790
Partners in Financial Planning
Virginia
$214K +$198K +410 New
SSW
2791
Smith Shellnut Wilson
Mississippi
$212K – – –
NIC
2792
Northwest Investment Counselors
Oregon
$212K +$11.1K +23 +6%
HBWM
2793
Hollow Brook Wealth Management
New York
$211K – – –
OFW
2794
Omnia Family Wealth
Florida
$211K – – –
W
2795
Wealthquest
Ohio
$211K – – –
VCM
2796
Versant Capital Management
Arizona
$211K +$7.24K +15 +4%
AFS
2797
Axiom Financial Strategies
Indiana
$210K +$199K +413 New
IAG
2798
Investment Advisory Group
Massachusetts
$209K +$197K +408 New
SCA
2799
Southern Capital Advisors
Tennessee
$208K – – –
IIA
2800
Integral Investment Advisors
California
$207K – – –
110 111
112
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