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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2851
RW Investment Management
Idaho
$207K +$71.9K +188 +39%
WHCI
2852
W.H. Cornerstone Investments
Massachusetts
$207K -$127K -331 -33%
TS
2853
TradeWell Securities
Indiana
$207K +$1.91K +5 +0.8%
AA
2854
Aufman Associates
Pennsylvania
$207K – – –
LFP
2855
Lakeshore Financial Planning
Michigan
$206K +$764 +2 +0.3%
OBWG
2856
Onyx Bridge Wealth Group
New York
$206K -$86.8K -227 -26%
TWM
2857
TCFG Wealth Management
California
$206K +$1.91K +5 +0.8%
RFW
2858
Rainier Family Wealth
Washington
$206K -$64.2K -168 -20%
DEM
2859
Disciplined Equity Management
Florida
$206K – – –
MCM
2860
Morton Capital Management
California
$206K +$103K +270 +69%
OCPWS
2861
One Charles Private Wealth Services
Massachusetts
$205K -$9.94K -26 -4%
ONSWM
2862
Old North State Wealth Management
North Carolina
$205K +$250K +654 New
LWA
2863
Lifelong Wealth Advisors
Minnesota
$205K +$33.6K +88 +15%
MCCP
2864
Mission Creek Capital Partners
California
$205K +$9.94K +26 +4%
TFG
2865
Team Financial Group
California
$205K +$75.3K +197 +43%
OPA
2866
Old Port Advisors
Maine
$205K -$23.7K -62 -9%
DI
2867
DAGCO Inc
Ohio
$204K -$117K -305 -32%
SMF
2868
Scott Marsh Financial
Utah
$204K +$250K +654 New
BFO
2869
Biltmore Family Office
North Carolina
$204K -$35.2K -92 -12%
LC
2870
Landaas & Company
Wisconsin
$204K – – –
HFS
2871
Hopwood Financial Services
Virginia
$204K +$11.8K +31 +5%
IDA
2872
Intelligence Driven Advisers
California
$203K +$249K +651 New
RA
2873
Rise Advisors
New York
$203K -$29.8K -78 -11%
MGAM
2874
McGowan Group Asset Management
Texas
$203K -$43.6K -114 -15%
AA
2875
Argent Advisors
Louisiana
$202K -$1.15K -3 -0.5%
113 114
115
116 117