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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1801
Sage Rhino Capital
California
$817K +$14.1K +34 +2%
GCA
1802
Genesee Capital Advisors
New York
$815K +$864K +2,085 New
OFS
1803
Oldfather Financial Services
Nebraska
$811K – – –
PWM
1804
Prentice Wealth Management
New York
$810K +$7.87K +19 +0.9%
TA
1805
Tectonic Advisors
Texas
$810K +$21.1K +51 +3%
CFO
1806
Collective Family Office
Pennsylvania
$806K -$14.9K -36 -2%
FP
1807
Fiduciary Planning
Florida
$806K +$391K +945 +85%
FMW
1808
Farr Miller & Washington
District of Columbia
$805K +$31.5K +76 +4%
MTC
1809
McDaniel Terry & Co
Texas
$804K – – –
PFA
1810
Pure Financial Advisors
California
$804K +$14.9K +36 +2%
AB
1811
Atlas Brown
Kentucky
$801K +$27.3K +66 +3%
PIA
1812
Perennial Investment Advisors
California
$801K +$166K +401 +24%
SSWM
1813
Smith Salley Wealth Management
North Carolina
$799K +$67.5K +163 +9%
HJMC
1814
Hellman Jordan Management Company
Massachusetts
$799K +$263K +636 +45%
BA
1815
Bluesphere Advisors
Pennsylvania
$795K – – –
SB
1816
Sunflower Bank
Texas
$792K -$25.7K -62 -3%
DI
1817
DAGCO Inc
Ohio
$787K -$20.7K -50 -2%
CHP
1818
Cable Hill Partners
Oregon
$787K +$68.8K +166 +9%
SICM
1819
Sustainable Insight Capital Management
New York
$781K -$55.5K -134 -6%
MBT
1820
Montecito Bank & Trust
California
$781K +$53K +128 +7%
FPCP
1821
Fort Point Capital Partners
California
$781K +$337K +813 +69%
EP
1822
EPIQ Partners
Minnesota
$781K +$828K +2,000 New
RTC
1823
Riverview Trust Company
Washington
$774K – – –
AIS
1824
AM Investment Strategies
Tennessee
$773K +$20.7K +50 +3%
LIG
1825
Lokken Investment Group
Delaware
$762K +$14.5K +35 +2%
71 72
73
74 75