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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
DM
3076
Deerfield Management
New York
$242K +$249K +490 New
LWM
3077
Lakeridge Wealth Management
Ohio
$242K +$3.05K +6 +1%
ICM
3078
Intrepid Capital Management
Florida
$241K +$21.9K +43 +10%
NEWAS
3079
N.E.W. Advisory Services
Wisconsin
$241K +$508 +1 +0.2%
AA
3080
Alesco Advisors
New York
$241K -$1.52K -3 -0.6%
S
3081
Sachetta
Massachusetts
$240K – – –
CSIA
3082
Charles Schwab Investment Advisory
California
$240K +$36.6K +72 +17%
BSHC
3083
Breed's Hill Capital
Massachusetts
$239K -$10.7K -21 -4%
RWM
3084
Revisor Wealth Management
Ohio
$239K +$11.2K +22 +5%
ASG
3085
Ariston Services Group
California
$239K – – –
ACA
3086
Affinity Capital Advisors
California
$238K -$19.8K -39 -7%
Cohen & Steers
3087
Cohen & Steers
New York
$238K – – –
HBWM
3088
Hollow Brook Wealth Management
New York
$236K – – –
GCM
3089
Graham Capital Management
Connecticut
$236K -$2.3M -4,523 -90%
FCA
3090
Fortis Capital Advisors
Kansas
$236K +$242K +477 New
WDL
3091
Well Done LLC
Michigan
$235K +$241K +475 New
CGFA
3092
Colton Groome Financial Advisors
North Carolina
$233K -$73.7K -145 -24%
LC
3093
LCNB Corp
Ohio
$233K -$4.07K -8 -2%
TC
3094
Trilogy Capital
California
$233K +$239K +471 New
GPW
3095
Gray Private Wealth
Massachusetts
$233K +$239K +471 New
HCM
3096
Hillman Capital Management
Maryland
$233K -$102K -200 -30%
A
3097
AJOVista
Massachusetts
$233K +$1.02K +2 +0.4%
SPWG
3098
Sage Private Wealth Group
Illinois
$233K +$239K +471 New
WCM
3099
Windward Capital Management
California
$233K +$239K +471 New
CWA
3100
CM Wealth Advisors
Ohio
$233K +$236K +465 New