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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1726
IMS Capital Management
Oregon
$364K -$209K -760 -34%
FFC
1727
First Financial Corp
Indiana
$363K -$80.4K -292 -17%
CPC
1728
Consolidated Planning Corp
Georgia
$363K +$1.1K +4 +0.3%
MBT
1729
Montecito Bank & Trust
California
$361K +$25K +91 +7%
TP
1730
Truvvo Partners
New York
$360K -$68.8K -250 -15%
LAIC
1731
Lederer & Associates Investment Counsel
California
$360K -$68.5K -249 -15%
DMC
1732
Drexel Morgan & Co
Pennsylvania
$359K – – –
HIC
1733
Hartline Investment Corp
Illinois
$359K – – –
EWA
1734
Exencial Wealth Advisors
Oklahoma
$359K +$55K +200 +16%
IP
1735
Investment Partners
Ohio
$356K -$33.8K -123 -8%
LA
1736
LVW Advisors
New York
$355K +$11.3K +41 +3%
SFP
1737
Shepherd Financial Partners
Massachusetts
$355K +$392K +1,425 New
BO
1738
Bank OZK
Arkansas
$354K – – –
TCM
1739
Telos Capital Management
California
$352K -$2.75K -10 -0.7%
NA
1740
Navellier & Associates
Nevada
$352K +$1.38K +5 +0.4%
AWM
1741
Aevitas Wealth Management
Massachusetts
$352K +$135K +491 +53%
TWP
1742
TFO Wealth Partners
Ohio
$351K – – –
BBA
1743
Braun-Bostich & Associates
Pennsylvania
$349K – – –
IIC
1744
Integrated Investment Consultants
Michigan
$347K -$173K -630 -31%
LWA
1745
Lenox Wealth Advisors
New York
$346K +$15.7K +57 +4%
FPCP
1746
Fort Point Capital Partners
California
$345K -$32.7K -119 -8%
BHBT
1747
Burke & Herbert Bank & Trust
Virginia
$345K -$7.43K -27 -2%
CF
1748
Centaurus Financial
California
$344K -$673K -2,446 -64%
AF
1749
Aldebaran Financial
$344K – – –
MAM
1750
Marotta Asset Management
Virginia
$342K – – –
68 69
70
71 72