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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
3051
Foundry Partners
Minnesota
$262K – – –
RIM
3052
RW Investment Management
Idaho
$262K – – –
NC
3053
NovaPoint Capital
Georgia
$262K – – –
A
3054
AJOVista
Massachusetts
$262K +$21.1K +43 +9%
OWM
3055
Orgel Wealth Management
Wisconsin
$261K +$11.3K +23 +5%
SA
3056
Skyline Advisors
Washington
$260K -$17.6K -36 -7%
GWM
3057
GSB Wealth Management
Connecticut
$260K +$490 +1 +0.2%
HPA
3058
High Probability Advisors
New York
$259K – – –
MA
3059
MAS Advisors
Florida
$259K +$2.45K +5 +1%
KL
3060
KWMG LLC
Kansas
$259K – – –
OLA
3061
Oliver Luxxe Assets
New Jersey
$259K +$490 +1 +0.2%
NAS
3062
NWF Advisory Services
California
$258K +$1.96K +4 +0.8%
VCG
3063
Vantage Consulting Group
Virginia
$257K -$14.2K -29 -5%
TFG
3064
Taylor Financial Group
Virginia
$257K – – –
SAMT
3065
Select Asset Management & Trust
Pennsylvania
$257K – – –
WBG
3066
Wharton Business Group
Pennsylvania
$257K – – –
TSWM
3067
Tyler-Stone Wealth Management
Ohio
$256K -$29.4K -60 -11%
NEWAS
3068
N.E.W. Advisory Services
Wisconsin
$255K +$6.37K +13 +3%
NSEDCP
3069
NJ State Employees Deferred Compensation Plan
New Jersey
$255K – – –
SM
3070
Samjo Management
New York
$255K – – –
FPGK
3071
Financial Partners Group (Kansas)
Kansas
$254K – – –
WCG
3072
Weaver Consulting Group
California
$253K -$47.5K -97 -16%
WCM
3073
Wealthcare Capital Management
Virginia
$252K -$44.6K -91 -16%
SPWG
3074
Sage Private Wealth Group
Illinois
$252K +$11.3K +23 +5%
BAM
3075
Bosun Asset Management
Illinois
$251K +$1.47K +3 +0.6%
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