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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1701
RBA Wealth Management
California
$2.08M -$124K -242 -6%
AAP
1702
Arax Advisory Partners
Colorado
$2.08M -$80.8K -158 -4%
CCB
1703
Cutter & Co Brokerage
Missouri
$2.08M +$2.03M +3,963 New
PPA
1704
Pacific Point Advisors
California
$2.07M +$45.5K +89 +2%
PBT
1705
Pictet Bank & Trust
Bahamas
$2.07M +$335K +655 +20%
TFP
1706
Tilia Fiduciary Partners
North Carolina
$2.07M +$85.4K +167 +4%
GJWM
1707
Gilliland Jeter Wealth Management
Arkansas
$2.07M -$192K -375 -9%
OQS
1708
Occudo Quantitative Strategies
Florida
$2.06M +$2.04M +4,000 New
SB
1709
Strategic Blueprint
Georgia
$2.06M +$44K +86 +2%
USWG
1710
U.S. Wealth Group
New York
$2.06M -$84.3K -165 -4%
SWMG
1711
Signature Wealth Management Group
Georgia
$2.06M +$102K +200 +5%
CASB
1712
Cape Ann Savings Bank
Massachusetts
$2.05M -$56.2K -110 -3%
LBWM
1713
Left Brain Wealth Management
Illinois
$2.05M -$83.3K -163 -4%
VCM
1714
Virtue Capital Management
Tennessee
$2.05M +$1.28M +2,497 +178%
CNFG
1715
Creegan & Nassoura Financial Group
New Hampshire
$2.05M – – –
MIS
1716
Morningstar Investment Services
Illinois
$2.04M -$3.04M -5,945 -60%
CB
1717
CNB Bank
Pennsylvania
$2.04M -$498K -975 -20%
KFI
1718
Key Financial Inc
Pennsylvania
$2.04M – – –
EWA
1719
EverSource Wealth Advisors
Alabama
$2.04M +$145K +283 +8%
NFG
1720
Northeast Financial Group
Pennsylvania
$2.03M +$139K +271 +8%
VF
1721
Vista Finance
Missouri
$2.03M -$27.1K -53 -1%
FDS
1722
Freedom Day Solutions
Texas
$2.03M -$142K -278 -7%
TCA
1723
Transcend Capital Advisors
New Jersey
$2.02M -$1.02M -1,991 -34%
SP
1724
SWS Partners
Ohio
$2.02M -$3.07K -6 -0.2%
CAS
1725
Coppell Advisory Solutions
Texas
$2.02M +$1.58M +3,081 +166%
67 68
69
70 71