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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$910K +$13K +35 +2%
HA
1902
Herold Advisors
New York
$910K -$50.4K -136 -6%
GPA
1903
Garrison Point Advisors
California
$909K -$102K -274 -11%
GAM
1904
Grandview Asset Management
Pennsylvania
$909K +$81.9K +221 +11%
XPN
1905
XY Planning Network
Montana
$908K +$523K +1,412 +183%
RFW
1906
Redwood Family Wealth
Texas
$907K +$4.08K +11 +0.5%
FWM
1907
Finer Wealth Management
Massachusetts
$904K -$7.04K -19 -0.9%
MMCM
1908
Murphy & Mullick Capital Management
New York
$902K +$18.9K +51 +2%
PI
1909
Pettee Investors
Connecticut
$901K – – –
CA
1910
Cornerstone Advisory
Maryland
$901K -$147K -396 -15%
KLCM
1911
KG&L Capital Management
Louisiana
$899K +$28.5K +77 +4%
DA
1912
Doliver Advisors
Texas
$897K -$8.15K -22 -1%
BFWA
1913
Benchmark Financial Wealth Advisors
Florida
$897K -$57.5K -155 -7%
FPN
1914
Financial Planning Navigators
Minnesota
$896K +$799K +2,156 New
RA
1915
Rational Advisors
New York
$896K +$689K +1,860 +631%
OA
1916
Oxbow Advisors
Texas
$895K – – –
BFIM
1917
Beese Fulmer Investment Management
Ohio
$891K +$126K +339 +19%
SIM
1918
Synergy Investment Management
Florida
$891K +$56K +151 +8%
THCM
1919
Taylor Hoffman Capital Management
Virginia
$890K – – –
FSA
1920
Financial Security Advisor
Virginia
$889K +$76.7K +207 +11%
BFA
1921
Beaumont Financial Advisors
Massachusetts
$886K +$18.2K +49 +2%
TPWM
1922
Twelve Points Wealth Management
Massachusetts
$885K -$126K -341 -14%
SFC
1923
SYM Financial Corp
Indiana
$884K -$243K -656 -24%
CBA
1924
Coastal Bridge Advisors
Connecticut
$884K -$21.1K -57 -3%
AR
1925
Advisory Research
Illinois
$883K -$371 -1 -0%
75 76
77
78 79