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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
3076
Intrepid Capital Management
Florida
$241K +$21.9K +43 +10%
NEWAS
3077
N.E.W. Advisory Services
Wisconsin
$241K +$508 +1 +0.2%
AA
3078
Alesco Advisors
New York
$241K -$1.52K -3 -0.6%
S
3079
Sachetta
Massachusetts
$240K
CSIA
3080
Charles Schwab Investment Advisory
California
$240K +$36.6K +72 +17%
BSHC
3081
Breed's Hill Capital
Massachusetts
$239K -$10.7K -21 -4%
RWM
3082
Revisor Wealth Management
Ohio
$239K +$11.2K +22 +5%
ASG
3083
Ariston Services Group
California
$239K
ACA
3084
Affinity Capital Advisors
California
$238K -$19.8K -39 -7%
Cohen & Steers
3085
Cohen & Steers
New York
$238K
HBWM
3086
Hollow Brook Wealth Management
New York
$236K
GCM
3087
Graham Capital Management
Connecticut
$236K -$2.3M -4,523 -90%
FCA
3088
Fortis Capital Advisors
Kansas
$236K +$242K +477 New
WDL
3089
Well Done LLC
Michigan
$235K +$241K +475 New
CGFA
3090
Colton Groome Financial Advisors
North Carolina
$233K -$73.7K -145 -24%
LC
3091
LCNB Corp
Ohio
$233K -$4.07K -8 -2%
TC
3092
Trilogy Capital
California
$233K +$239K +471 New
GPW
3093
Gray Private Wealth
Massachusetts
$233K +$239K +471 New
HCM
3094
Hillman Capital Management
Maryland
$233K -$102K -200 -30%
A
3095
AJOVista
Massachusetts
$233K +$1.02K +2 +0.4%
SPWG
3096
Sage Private Wealth Group
Illinois
$233K +$239K +471 New
WCM
3097
Windward Capital Management
California
$233K +$239K +471 New
CWA
3098
CM Wealth Advisors
Ohio
$233K +$236K +465 New
CI
3099
Carroll Investors
South Carolina
$232K
PCMF
3100
Private Capital Management (Florida)
Florida
$231K -$51.3K -101 -18%