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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1301
Avantax Planning Partners
Iowa
$1.27M +$27.7K +106 +3%
CSA
1302
Cottage Street Advisors
Massachusetts
$1.27M +$87.9K +336 +8%
IC
1303
Inscription Capital
Texas
$1.27M +$289K +1,106 +34%
ACA
1304
Atlas Capital Advisors
Wyoming
$1.26M -$178K -679 -14%
XS
1305
XR Securities
Illinois
$1.26M +$1.12M +4,300 New
BPM
1306
Bowling Portfolio Management
Ohio
$1.26M -$544K -2,081 -33%
QWM
1307
QP Wealth Management
New Jersey
$1.26M +$1.17M +4,478 New
MIH
1308
Meitav Investment House
Israel
$1.25M -$20.6M -78,615 -95%
CIM
1309
CIM Investment Management
Pennsylvania
$1.25M -$554K -2,117 -33%
EWM
1310
Executive Wealth Management
Michigan
$1.25M -$81.1K -310 -7%
CWM
1311
Chesapeake Wealth Management
Virginia
$1.24M -$48.4K -185 -4%
WWM
1312
Windsor Wealth Management
Indiana
$1.23M +$55.5K +212 +5%
TIM
1313
Tortoise Investment Management
New York
$1.23M -$65.4K -250 -6%
BIA
1314
Bigelow Investment Advisors
Maine
$1.23M +$1.05K +4 +0.1%
GFP
1315
Gryphon Financial Partners
Ohio
$1.22M +$4.71K +18 +0.4%
RHBC
1316
R.H. Bluestein & Co
Michigan
$1.22M +$616K +2,355 +132%
BCP
1317
Blue Chip Partners
Michigan
$1.21M +$171K +654 +19%
XWM
1318
Xcel Wealth Management
Florida
$1.21M – – –
SBSB
1319
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.2M +$35.3K +135 +3%
HIIFS
1320
Harel Insurance Investments & Financial Services
Israel
$1.2M +$950K +3,632 +841%
VCM
1321
Vivaldi Capital Management
Illinois
$1.19M -$963K -3,680 -48%
RCC
1322
Red Cedar Capital
Nebraska
$1.19M – – –
RG
1323
Rikoon Group
New Mexico
$1.19M +$262 +1 +0%
VIM
1324
Vista Investment Management
Pennsylvania
$1.19M -$4.45K -17 -0.4%
JIP
1325
Jaffetilchin Investment Partners
Florida
$1.19M +$14.9K +57 +1%
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