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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1726
Copperwynd Financial
Arizona
$786K +$71.4K +213 +11%
IWA
1727
IVC Wealth Advisors
Pennsylvania
$783K +$748K +2,233 New
EWM
1728
Empirical Wealth Management
Washington
$782K +$85.1K +254 +13%
HCM
1729
Hollencrest Capital Management
California
$781K – – –
WA
1730
Wambolt & Associates
Colorado
$781K +$17.4K +52 +2%
FAN
1731
Financial Advisors Network
California
$780K – – –
CPA
1732
Clear Perspective Advisors
Illinois
$780K +$30.2K +90 +4%
C
1733
Certuity
Florida
$780K +$158K +472 +27%
SIG
1734
Sargent Investment Group
Maryland
$778K -$253K -755 -25%
AWM
1735
Aevitas Wealth Management
Massachusetts
$777K -$21.5K -64 -3%
AAIM
1736
Asset Advisors Investment Management
Georgia
$776K +$4.36K +13 +0.6%
PP
1737
Paloma Partners
Connecticut
$771K -$378K -1,128 -34%
MWPCG
1738
Measured Wealth Private Client Group
New Hampshire
$770K -$197K -587 -21%
IIC
1739
Ironwood Investment Counsel
Arizona
$770K +$35.9K +107 +5%
GC
1740
GFG Capital
Florida
$769K +$27.5K +82 +4%
PFA
1741
Professional Financial Advisors
Nebraska
$767K +$20.1K +60 +3%
FFWA
1742
FRG Family Wealth Advisors
Washington
$766K – – –
ESB
1743
Essex Savings Bank
Connecticut
$763K -$18.8K -56 -3%
SIAG
1744
Safeguard Investment Advisory Group
California
$761K +$728K +2,172 New
HPC
1745
Hobart Private Capital
North Carolina
$757K +$15.4K +46 +2%
CPWA
1746
Cerro Pacific Wealth Advisors
California
$755K +$722K +2,153 New
TCWM
1747
Total Clarity Wealth Management
Illinois
$754K +$721K +2,150 New
AF
1748
Allworth Financial
California
$751K +$4.36K +13 +0.6%
AG
1749
AIA Group
Hong Kong
$750K +$744K +2,219 New
FPWM
1750
FSB Premier Wealth Management
Iowa
$749K +$717K +2,138 New
68 69
70
71 72