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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
KC
2876
Kinloch Capital
Virginia
$328K -$10.2K -20 -3%
CPG
2877
Custom Portfolio Group
Colorado
$328K – – –
VCM
2878
Verde Capital Management
Michigan
$328K +$337K +662 New
TFCP
2879
Twin Focus Capital Partners
Massachusetts
$327K +$114K +225 +51%
DEM
2880
Disciplined Equity Management
Florida
$327K -$810K -1,594 -71%
JWM
2881
JGP Wealth Management
Oregon
$327K +$28.5K +56 +9%
IDA
2882
Intelligence Driven Advisers
California
$326K -$195K -383 -37%
AIM
2883
Aspen Investment Management
Michigan
$326K – – –
PWA
2884
Physician Wealth Advisors
Utah
$326K +$151K +297 +75%
VBWMG
2885
Von Berge Wealth Management Group
California
$325K +$24.9K +49 +8%
IPW
2886
Invictus Private Wealth
Colorado
$325K -$38.1K -75 -10%
JSAM
2887
J. Safra Asset Management
New York
$325K +$76.8K +151 +30%
SN
2888
Sittner & Nelson
Oregon
$324K – – –
VV
2889
Verity & Verity
South Carolina
$323K +$22.4K +44 +7%
WIA
2890
Wetzel Investment Advisors
Indiana
$323K +$9.15K +18 +3%
TWP
2891
Tempus Wealth Planning
California
$322K +$107K +211 +48%
HWM
2892
Howard Wealth Management
Connecticut
$322K +$3.05K +6 +0.9%
PCA
2893
Peddock Capital Advisors
Massachusetts
$321K – – –
EAM
2894
Evanson Asset Management
California
$321K – – –
LIA
2895
LBMC Investment Advisors
Tennessee
$320K – – –
IAA
2896
Ironsides Asset Advisors
North Carolina
$320K +$8.13K +16 +3%
MKC
2897
M. Kraus & Co
Vermont
$319K – – –
BWM
2898
BlackDiamond Wealth Management
New York
$317K -$69.1K -136 -18%
OCM
2899
Osterweis Capital Management
California
$317K -$68.1K -134 -17%
MA
2900
MBA Advisors
Pennsylvania
$317K – – –