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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
3101
Ratio Wealth Group
Colorado
$245K +$16K +30 +7%
WCP
3102
Wick Capital Partners
Pennsylvania
$245K +$28.3K +53 +13%
FA
3103
Fermata Advisors
California
$244K -$32K -60 -11%
SIC
3104
SJS Investment Consulting
Ohio
$244K +$4.8K +9 +2%
ZF
3105
Zhang Financial
Michigan
$244K +$247K +463 New
KSWWM
3106
Keyes Stange & Wooten Wealth Management
Florida
$244K +$247K +463 New
CCA
3107
Cora Capital Advisors
New Jersey
$243K -$22.9K -43 -9%
RFP
3108
Roth Financial Partners
Texas
$243K +$68.8K +129 +39%
WAS
3109
Winch Advisory Services
Wisconsin
$243K +$41.6K +78 +20%
PFC
3110
Phocas Financial Corp
California
$242K +$245K +460 New
CFG
3111
Cosner Financial Group
Colorado
$242K +$1.07K +2 +0.4%
LFGO
3112
Legacy Financial Group (Oklahoma)
Oklahoma
$242K -$4.27K -8 -2%
KAM
3113
Kraft Asset Management
Tennessee
$241K -$1.6K -3 -0.7%
RWM
3114
Raffa Wealth Management
District of Columbia
$241K -$93.3K -175 -28%
JC
3115
Jacobs & Co
California
$241K – – –
AFAS
3116
Acorn Financial Advisory Services
Virginia
$241K – – –
S
3117
Sachetta
Massachusetts
$240K +$243K +456 New
VCG
3118
Vantage Consulting Group
Virginia
$240K -$48.5K -91 -17%
AWM
3119
Aberdeen Wealth Management
Illinois
$240K – – –
IWN
3120
Independent Wealth Network
Iowa
$240K +$533 +1 +0.2%
FF
3121
Francis Financial
$240K +$30.4K +57 +14%
IAG
3122
Investment Advisory Group
Massachusetts
$239K -$19.7K -37 -8%
AA
3123
Auxano Advisors
Washington
$239K +$242K +454 New
RPCA
3124
Running Point Capital Advisors
California
$239K -$17.1K -32 -7%
AOWM
3125
Alpha Omega Wealth Management
Virginia
$239K +$1.07K +2 +0.4%
123 124
125
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