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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1601
CKW Financial Group
Hawaii
$87K -$22.8K -100 -20%
FWM
1602
Focused Wealth Management
New York
$86K – – –
LGWM
1603
Litman Gregory Wealth Management
California
$86K +$91.4K +400 New
TFO
1604
Tarbox Family Office
California
$85K +$9.14K +40 +11%
TFA
1605
Toth Financial Advisory
Virginia
$82K -$24.9K -109 -22%
RCG
1606
Ruggie Capital Group
Florida
$81K – – –
MWM
1607
MinichMacGregor Wealth Management
New York
$80K -$5.03K -22 -6%
VNA
1608
Valley National Advisers
Pennsylvania
$79K -$4.8K -21 -5%
LF
1609
Lee Financial
Texas
$78K -$8.68K -38 -9%
SWP
1610
Strategic Wealth Partners
Ohio
$77K +$2.06K +9 +3%
FMP
1611
Financial Management Professionals
Texas
$76K – – –
WAS
1612
Winch Advisory Services
Wisconsin
$72K – – –
CHC
1613
City Holding Co
West Virginia
$72K +$1.14K +5 +2%
CAM
1614
Chandler Asset Management
California
$71K +$75.4K +330 New
FMTCOCP
1615
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70.6K +$18.3K +80 +32%
NC
1616
NewSquare Capital
Pennsylvania
$70K -$24.2K -106 -25%
GCM
1617
Gables Capital Management
Florida
$70K +$74.9K +328 New
CPP
1618
Crow Point Partners
Massachusetts
$67K +$71.7K +314 New
SIS
1619
Sound Income Strategies
Florida
$62K +$22.8K +100 +52%
BA
1620
Ballew Advisors
Mississippi
$62K +$66.5K +291 New
FGC
1621
Financial Gravity Companies
Texas
$58K +$13K +57 +30%
FGAM
1622
Financial Gravity Asset Management
Texas
$58K +$57.1K +250 New
LA
1623
Legacy Advisors
Pennsylvania
$57K -$125K -548 -68%
GBBWRPM
1624
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K – – –
RWM
1625
Raffa Wealth Management
District of Columbia
$53.1K +$15.5K +68 +38%
63 64
65
66 67