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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
3326
West Oak Capital
California
$65K – – –
BAM
3327
Bellevue Asset Management
Washington
$64.2K – – –
TLA
3328
Tanglewood Legacy Advisors
Texas
$64.2K – – –
LFA
3329
Level Financial Advisors
New York
$63.9K – – –
OAJ
3330
Ogorek Anthony Joseph
New York
$63K – – –
FSWA
3331
Financial Synergies Wealth Advisors
Texas
$62K – – –
JEST
3332
JTC Employer Solutions Trustee
Jersey
$62K -$412K -772 -86%
LWA
3333
Lowe Wealth Advisors
Maryland
$59.1K – – –
SC
3334
Solstein Capital
California
$54.8K – – –
CIR
3335
Clear Investment Research
Georgia
$53.7K +$13.3K +25 +33%
HWM
3336
Horizons Wealth Management
North Carolina
$52.9K – – –
EPW
3337
Evergreen Private Wealth
Colorado
$52.6K +$53.3K +100 New
PCWA
3338
Pacific Capital Wealth Advisors
California
$52.6K +$53.3K +100 New
SCA
3339
Stuart Chaussee & Associates
California
$51.6K +$19.7K +37 +61%
FRA
3340
Front Row Advisors
California
$50.5K -$40K -75 -44%
LFA
3341
Legend Financial Advisors
Pennsylvania
$49K +$10.7K +20 +27%
PPWM
3342
PFG Private Wealth Management
Florida
$47.9K – – –
IRC
3343
Investors Research Corp
Georgia
$46.9K +$5.87K +11 +14%
JSP
3344
Jackson Square Partners
California
$46.3K -$334K -627 -88%
TAM
3345
Tucker Asset Management
Colorado
$44.2K -$3.73K -7 -8%
BSWA
3346
Bromfield Sneider Wealth Advisors
Massachusetts
$43.7K – – –
CMA
3347
Cedar Mountain Advisors
Oregon
$43.7K – – –
PCA
3348
Providence Capital Advisors
North Carolina
$42.6K -$5.87K -11 -12%
KFS
3349
Kelly Financial Services
Massachusetts
$42.4K +$533 +1 +1%
FF
3350
Friedenthal Financial
New Jersey
$42.1K +$42.7K +80 New
132 133
134
135 136