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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
2876
Harbor Advisory Corp
New Hampshire
$244K +$248K +507 New
NAS
2877
NWF Advisory Services
California
$242K – – –
CP
2878
Camelot Portfolios
Ohio
$242K -$6.36K -13 -3%
MA
2879
MAS Advisors
Florida
$242K – – –
CWM
2880
Concentric Wealth Management
California
$240K – – –
KA
2881
Kearns & Associates
California
$240K – – –
NSEDCP
2882
NJ State Employees Deferred Compensation Plan
New Jersey
$240K – – –
PEA
2883
Park Edge Advisors
Ohio
$240K +$1.47K +3 +0.6%
RPCONE
2884
Retirement Planning Company of New England
Rhode Island
$240K -$13.2K -27 -5%
WB
2885
Webster Bank
Connecticut
$240K -$6.85K -14 -3%
CA
2886
CSM Advisors
Pennsylvania
$239K -$17.1K -35 -7%
RWA
2887
Rooted Wealth Advisors
Illinois
$239K +$15.6K +32 +7%
BIA
2888
Bell Investment Advisors
California
$239K -$16.1K -33 -6%
FA
2889
Financial Avengers
California
$238K +$978 +2 +0.4%
EWA
2890
ERTS Wealth Advisors
Michigan
$237K +$17.1K +35 +8%
VV
2891
Verity & Verity
South Carolina
$236K -$431K -882 -64%
NAM
2892
NTV Asset Management
West Virginia
$236K – – –
AA
2893
Alesco Advisors
New York
$236K – – –
OWM
2894
Orgel Wealth Management
Wisconsin
$236K – – –
PW
2895
Peninsula Wealth
California
$235K +$240K +490 New
LAM
2896
Lifestyle Asset Management
Texas
$234K -$1.96K -4 -0.8%
BFP
2897
Briaud Financial Planning
Texas
$234K +$10.8K +22 +5%
FWM
2898
Focused Wealth Management
New York
$234K -$54.8K -112 -19%
GF
2899
Gries Financial
Ohio
$234K – – –
P
2900
Palladiem
Pennsylvania
$233K – – –
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116
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