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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EBSAM
2801
Eubel Brady & Suttman Asset Management
Ohio
$468K – – –
NECFA
2802
New England Capital Financial Advisors
Connecticut
$465K +$568 +1 +0.1%
BC
2803
Barrett & Company
Rhode Island
$465K – – –
MCC
2804
Malaga Cove Capital
California
$462K +$170K +299 +49%
AWA
2805
Aletheian Wealth Advisors
Washington
$462K -$7.39K -13 -1%
VAF
2806
Values Added Financial
District of Columbia
$462K -$46.6K -82 -8%
EWA
2807
Etesian Wealth Advisors
Oregon
$462K – – –
JWM
2808
JGP Wealth Management
Oregon
$461K +$40.3K +71 +8%
RFA
2809
Reyes Financial Architecture
California
$460K +$516K +909 New
WGC
2810
Watts Gwilliam & Co
Arizona
$458K – – –
CAG
2811
Centerpoint Advisory Group
Kansas
$458K +$514K +905 New
RFW
2812
Rainier Family Wealth
Washington
$457K +$514K +904 New
WPWM
2813
Western Pacific Wealth Management
Illinois
$456K +$10.8K +19 +2%
HIIFS
2814
Harel Insurance Investments & Financial Services
Israel
$456K -$2.46M -4,323 -83%
IWP
2815
Innova Wealth Partners
Pennsylvania
$455K +$511K +900 New
AAMC
2816
Asset Allocation & Management Company
Illinois
$455K +$511K +900 New
SFS
2817
Security Financial Services
Indiana
$454K +$26.7K +47 +6%
MIM
2818
MTM Investment Management
South Carolina
$453K -$64.2K -113 -11%
CIG
2819
Cascade Investment Group
Colorado
$453K -$8.52K -15 -2%
ADMI
2820
Albert D. Mason Inc
Massachusetts
$452K +$1.71K +3 +0.3%
SAM
2821
Satovsky Asset Management
New York
$451K -$5.68K -10 -1%
SFCL
2822
Strengthening Families & Communities LLC
Massachusetts
$451K +$1.71K +3 +0.3%
HDIM
2823
Hanson & Doremus Investment Management
Vermont
$451K +$269K +473 +113%
WWC
2824
Waypoint Wealth Counsel
Georgia
$451K +$5.11K +9 +1%
MWM
2825
Merriman Wealth Management
Washington
$449K +$101K +178 +25%
111 112
113
114 115