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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
3326
VisionPoint Advisory Group
Texas
$243K -$58K -102 -17%
RIM
3327
RW Investment Management
Idaho
$241K -$21.6K -38 -7%
AWM
3328
Accel Wealth Management
Iowa
$241K -$48.3K -85 -15%
SIC
3329
SFE Investment Counsel
California
$240K -$51.1K -90 -16%
CWM
3330
Centricity Wealth Management
Ohio
$240K +$270K +475 New
GPW
3331
Genesis Private Wealth
Virginia
$240K +$269K +474 New
NEWAS
3332
N.E.W. Advisory Services
Wisconsin
$240K -$15.3K -27 -5%
WFA
3333
WestHill Financial Advisors
California
$239K -$6.82K -12 -2%
GWM
3334
GK Wealth Management
Nevada
$239K +$268K +472 New
KCFA
3335
Key Client Fiduciary Advisors
New Jersey
$238K -$7.96K -14 -3%
WR
3336
WD Rutherford
Oregon
$238K -$38.1K -67 -12%
W
3337
Wealthquest
Ohio
$238K +$19.3K +34 +8%
EWM
3338
EPG Wealth Management
Georgia
$238K -$16.5K -29 -6%
CA
3339
Capital Advantage
California
$237K +$266K +469 New
CNBOF
3340
City National Bank of Florida
Florida
$237K +$266K +469 New
PCMF
3341
Private Capital Management (Florida)
Florida
$237K +$568 +1 +0.2%
RC
3342
Rareview Capital
Nevada
$237K – – –
AA
3343
Acorns Advisers
California
$237K +$63.6K +112 +31%
EFG
3344
Embree Financial Group
Illinois
$237K -$2.27K -4 -0.8%
CFG
3345
Cosner Financial Group
Colorado
$236K +$1.14K +2 +0.4%
MLA
3346
MB, Levis & Associates
Pennsylvania
$236K -$11.4K -20 -4%
BBW
3347
Blue Barn Wealth
Utah
$236K -$90.9K -160 -26%
GKFF
3348
George Kaiser Family Foundation
Oklahoma
$236K +$265K +467 New
PGCM
3349
Prescott Group Capital Management
Oklahoma
$236K +$265K +467 New
RWM
3350
Raffa Wealth Management
District of Columbia
$236K +$9.09K +16 +4%
132 133
134
135 136