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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
3251
First Hawaiian Bank
Hawaii
$237K -$6.81M -13,324 -97%
CA
3252
Capital Advantage
California
$237K – – –
W
3253
Wealthquest
Ohio
$236K -$10.2K -20 -4%
PWM
3254
Purus Wealth Management
California
$236K – – –
HH
3255
HWG Holdings
Texas
$235K – – –
SWM
3256
Shakespeare Wealth Management
Wisconsin
$234K +$1.53K +3 +0.7%
VPP
3257
Vertex Planning Partners
Illinois
$234K +$229K +447 New
VAM
3258
Verity Asset Management
North Carolina
$233K -$59.3K -116 -21%
NPI
3259
New Perspectives Inc
Mississippi
$233K – – –
TPWA
3260
TRUE Private Wealth Advisors
Oregon
$232K +$226K +443 New
SEP
3261
Southland Equity Partners
Missouri
$232K +$1.53K +3 +0.7%
QP
3262
Quartz Partners
New York
$231K -$20.4K -40 -8%
BBW
3263
Blue Barn Wealth
Utah
$231K -$12.8K -25 -5%
GCM
3264
Gallacher Capital Management
Colorado
$231K -$8.18K -16 -4%
GC
3265
Garde Capital
Washington
$231K -$89.5K -175 -28%
ACM
3266
Academy Capital Management
Texas
$231K – – –
O3W
3267
Omni 360 Wealth
New Jersey
$231K +$1.02K +2 +0.5%
WFA
3268
Websterrogers Financial Advisors
South Carolina
$230K – – –
KFG
3269
Kingdom Financial Group
Arizona
$230K -$727K -1,423 -76%
CI
3270
Carroll Investors
South Carolina
$230K -$424K -830 -65%
BCMLT
3271
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K +$16.4K +32 +8%
FFL
3272
Financial Freedom LLC
Ohio
$228K +$511 +1 +0.2%
TPW
3273
Talon Private Wealth
Florida
$228K -$477K -933 -68%
PFC
3274
Phocas Financial Corp
California
$228K -$12.8K -25 -5%
RFP
3275
Roth Financial Partners
Texas
$228K – – –
129 130
131
132 133