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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
KL
3051
KWMG LLC
Kansas
$251K -$4.07K -8 -2%
OLA
3052
Oliver Luxxe Assets
New Jersey
$251K -$6.61K -13 -3%
TA
3053
TrueWealth Advisors
Alabama
$251K -$180K -354 -41%
TFG
3054
Taylor Financial Group
Virginia
$250K – – –
BIA
3055
Bell Investment Advisors
California
$249K -$10.7K -21 -4%
SAMT
3056
Select Asset Management & Trust
Pennsylvania
$249K -$3.05K -6 -1%
WBG
3057
Wharton Business Group
Pennsylvania
$249K – – –
ML
3058
McAdam LLC
Pennsylvania
$249K +$256K +503 New
MA
3059
MAS Advisors
Florida
$249K – – –
NAS
3060
NWF Advisory Services
California
$249K +$12.7K +25 +5%
TIM
3061
Tortoise Investment Management
New York
$249K +$10.2K +20 +4%
SFC
3062
SYM Financial Corp
Indiana
$248K -$39.7K -78 -13%
BP
3063
BBR Partners
New York
$247K -$70.7K -139 -22%
NSEDCP
3064
NJ State Employees Deferred Compensation Plan
New Jersey
$247K – – –
SM
3065
Samjo Management
New York
$247K – – –
CCI
3066
Credit Capital Investments
New Jersey
$247K +$254K +500 New
EFI
3067
EHP Funds Inc
Canada
$247K +$254K +500 New
FPGK
3068
Financial Partners Group (Kansas)
Kansas
$246K +$5.59K +11 +2%
CSM Advisors
3069
CSM Advisors
Pennsylvania
$246K – – –
APIM
3070
Agate Pass Investment Management
Washington
$246K +$50.8K +100 +25%
WCWM
3071
Willow Creek Wealth Management
California
$244K +$3.05K +6 +1%
EC
3072
Eaton-Cambridge
Arizona
$243K -$30.5K -60 -11%
Orgel Wealth Management
3073
Orgel Wealth Management
Wisconsin
$242K -$47.3K -93 -16%
AFS
3074
Axiom Financial Strategies
Indiana
$242K -$1.02K -2 -0.4%
BAM
3075
Bosun Asset Management
Illinois
$242K – – –