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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1801
Shilanski & Associates
Alaska
$201K -$27.7K -115 -11%
PCS
1802
Personal CFO Solutions
New Jersey
$201K +$224K +928 New
RWM
1803
Raffa Wealth Management
District of Columbia
$200K +$222K +919 New
RWM
1804
Ritholtz Wealth Management
New York
$199K +$7.24K +30 +3%
LWCFA
1805
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K -$176K -731 -45%
WAP
1806
Wealthcare Advisory Partners
Pennsylvania
$191K -$23.9K -99 -10%
BFC
1807
Bedel Financial Consulting
Indiana
$191K – – –
FPFS
1808
First Personal Financial Services
North Carolina
$183K -$1.06M -4,383 -84%
BCA
1809
Berman Capital Advisors
Georgia
$183K -$61K -253 -23%
WB
1810
Webster Bank
Connecticut
$181K – – –
WCA
1811
Windsor Creek Advisors
Vermont
$180K -$163K -674 -45%
FCMT
1812
Founders Capital Management (Texas)
Texas
$179K – – –
RWG
1813
Regal Wealth Group
California
$176K +$724 +3 +0.4%
SLF
1814
Sun Life Financial
Ontario, Canada
$168K +$724 +3 +0.4%
SIM
1815
Sonora Investment Management
Arizona
$166K -$28.2K -117 -13%
KPCM
1816
Kings Point Capital Management
New York
$153K +$42.2K +175 +33%
FANJ
1817
Financial Architects (New Jersey)
New Jersey
$152K -$14.7K -61 -8%
QAM
1818
QCI Asset Management
New York
$148K +$21.2K +88 +15%
CHC
1819
City Holding Co
West Virginia
$147K +$36.2K +150 +29%
APW
1820
Acima Private Wealth
Virginia
$145K – – –
FCB
1821
First Command Bank
Texas
$140K -$4.58K -19 -3%
FCFS
1822
First Command Financial Services
Texas
$140K -$4.58K -19 -3%
PB
1823
Pinnacle Bancorp
Nebraska
$138K +$5.07K +21 +3%
TC
1824
Truvestments Capital
Florida
$133K – – –
PWP
1825
Personal Wealth Partners
Minnesota
$131K +$79.6K +330 +120%
71 72
73
74 75