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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1976
Royal Fund Management
Florida
$222K +$40.3K +154 +26%
UF
1977
Univest Financial
Pennsylvania
$222K +$363K +1,387 New
OWM
1978
Orgel Wealth Management
Wisconsin
$221K +$197K +752 New
MC
1979
Matisse Capital
Oregon
$220K +$196K +750 New
CAM
1980
Claret Asset Management
Quebec, Canada
$219K -$59.1K -226 -23%
SWM
1981
Stockman Wealth Management
Montana
$218K +$194K +742 New
CA
1982
Continuum Advisory
Idaho
$215K +$192K +733 New
DIM
1983
Delta Investment Management
California
$215K +$192K +735 New
FANJ
1984
Financial Architects (New Jersey)
New Jersey
$214K +$7.33K +28 +4%
PP
1985
PDS Planning
Ohio
$214K +$190K +727 New
LI
1986
LVZ Inc
Michigan
$212K +$189K +722 New
SFPG
1987
Stonebridge Financial Planning Group
Florida
$212K +$189K +722 New
APW
1988
Austin Private Wealth
Texas
$211K +$188K +719 New
SSWM
1989
Smith Salley Wealth Management
North Carolina
$211K +$188K +719 New
BPWA
1990
Beacon Pointe Wealth Advisors
California
$209K +$186K +711 New
CWM
1991
Cornerstone Wealth Management
Missouri
$209K +$186K +712 New
TFO
1992
Tarbox Family Office
California
$207K +$72.5K +277 +65%
MS
1993
Mizuho Securities
Japan
$206K +$183K +700 New
OCM
1994
Orser Capital Management
Texas
$206K +$183K +700 New
SWP
1995
Strategic Wealth Partners
Ohio
$205K -$119K -454 -39%
IDBONY
1996
Israel Discount Bank of New York
New York
$205K +$183K +698 New
PA
1997
PSI Advisors
Florida
$205K +$183K +700 New
NIM
1998
Northeast Investment Management
Massachusetts
$204K -$66.2K -253 -27%
SW
1999
SteelPeak Wealth
California
$204K +$181K +692 New
CWA
2000
Clarus Wealth Advisors
Arizona
$204K +$181K +693 New