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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
3376
West Oak Capital
California
$73.1K – – –
JEST
3377
JTC Employer Solutions Trustee
Jersey
$73K – – –
DFA
3378
DHJJ Financial Advisors
Illinois
$73K -$11.3K -20 -14%
TLA
3379
Tanglewood Legacy Advisors
Texas
$71.3K – – –
BAM
3380
Bellevue Asset Management
Washington
$71.3K – – –
OAJ
3381
Ogorek Anthony Joseph
New York
$71K – – –
RI
3382
Ridgewood Investments
New Jersey
$70.5K -$2.26K -4 -3%
PCWA
3383
Pacific Capital Wealth Advisors
California
$68.4K -$38.5K -68 -37%
RWA
3384
Redmont Wealth Advisors
Illinois
$67.2K – – –
LWA
3385
Lowe Wealth Advisors
Maryland
$62.9K – – –
HF
3386
Halpern Financial
Virginia
$62.8K +$3.39K +6 +6%
RFG
3387
REAP Financial Group
Texas
$62.7K +$30K +53 +98%
SC
3388
Solstein Capital
California
$60.8K – – –
HWM
3389
Horizons Wealth Management
North Carolina
$58.7K – – –
SWP
3390
SIMA Wealth Partners
Virginia
$58.5K – – –
UOTTAIMCU
3391
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$58.5K – – –
LIS
3392
Legacy Investment Solutions
Idaho
$57K +$53.2K +94 New
LWMI
3393
Legacy Wealth Management (Idaho)
Idaho
$57K +$53.2K +94 New
FRA
3394
Front Row Advisors
California
$56.1K -$48.1K -85 -47%
BTC
3395
Bank & Trust Company
Illinois
$56.1K -$10.2K -18 -16%
GJIA
3396
Glass Jacobson Investment Advisors
Maryland
$55K – – –
GIS
3397
Grayhawk Investment Strategies
Alberta, Canada
$55K – – –
HWP
3398
Highline Wealth Partners
California
$54.5K +$2.83K +5 +6%
CSC
3399
Cove Street Capital
California
$52.6K +$50.9K +90 New
MFA
3400
McClarren Financial Advisors
Pennsylvania
$52K -$1.03M -1,813 -66%
134 135
136
137 138