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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
3026
Montz Harcus Wealth Management
Louisiana
$317K +$309K +605 New
WI
3027
WBI Investments
New Jersey
$316K +$309K +604 New
SGWM
3028
Sterling Group Wealth Management
California
$316K – – –
RBFC
3029
Roman Butler Fullerton & Co
Missouri
$316K +$2.04K +4 +0.7%
WSWA
3030
Warren Street Wealth Advisors
California
$315K -$117K -229 -28%
KAM
3031
Knightsbridge Asset Management
California
$315K +$307K +601 New
GAM
3032
Gemmer Asset Management
California
$314K -$73.1K -143 -19%
BSSFA
3033
Baron Silver Stevens Financial Advisors
Florida
$313K -$70K -137 -19%
OFS
3034
Oldfather Financial Services
Nebraska
$313K -$6.65K -13 -2%
MTC
3035
McDaniel Terry & Co
Texas
$313K -$5.62K -11 -2%
MWA
3036
Muirfield Wealth Advisors
North Carolina
$313K -$71.6K -140 -19%
OPTFSNA
3037
Old Point Trust & Financial Services N A
Virginia
$312K – – –
FCFC
3038
First Citizens Financial Corp
Iowa
$312K +$25K +49 +9%
EPA
3039
Element Pointe Advisors
Florida
$311K -$9.71K -19 -3%
CFAM
3040
Center For Asset Management
Florida
$311K -$8.18K -16 -3%
WIM
3041
Warwick Investment Management
Texas
$310K +$12.3K +24 +4%
RPCONE
3042
Retirement Planning Company of New England
Rhode Island
$310K +$25.6K +50 +9%
MAM
3043
Mainsail Asset Management
Alabama
$309K +$20.4K +40 +7%
FI
3044
Financial Insights
Washington
$309K +$302K +590 New
IFO
3045
Independent Family Office
New York
$309K -$33.2K -65 -10%
KFA
3046
Krane Funds Advisors
New York
$308K +$301K +588 New
BCM
3047
BluePointe Capital Management
California
$307K +$300K +587 New
ISFAN
3048
Investor's Fiduciary Advisor Network
Washington
$307K -$183K -358 -38%
KPWG
3049
KFA Private Wealth Group
Virginia
$306K +$71.1K +139 +31%
6F
3050
626 Financial
Michigan
$306K -$690K -1,350 -70%
120 121
122
123 124