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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2051
Corbenic Partners
Pennsylvania
$92K +$81.6K +312 New
AP
2052
Americana Partners
Texas
$92K +$82.2K +314 New
LWS
2053
Lucia Wealth Services
California
$91K – – –
NC
2054
NewSquare Capital
Pennsylvania
$91K +$73.3K +280 +1,000%
FCM
2055
Firestone Capital Management
Florida
$90K +$80.3K +307 New
AWM
2056
Atticus Wealth Management
Florida
$88K +$78.5K +300 New
TFGT
2057
TS Financial Group (TSFG)
Illinois
$86K – – –
EWA
2058
Evolution Wealth Advisors
Florida
$86K +$65.1K +249 +579%
EWP
2059
Engrave Wealth Partners
Texas
$84K +$74.8K +286 New
TCM
2060
Tradewinds Capital Management
Washington
$83K -$10.5K -40 -12%
SQA
2061
Simon Quick Advisors
New Jersey
$83K +$28.3K +108 +62%
HCA
2062
Horan Capital Advisors
Ohio
$81K – – –
LFA
2063
Lighthouse Financial Advisors
Maryland
$81K +$72.2K +276 New
PO
2064
Private Ocean
California
$80K +$785 +3 +1%
FWM
2065
Focused Wealth Management
New York
$78K -$3.4K -13 -5%
TJHA
2066
Thomas J. Herzfeld Advisors
Florida
$78K +$2.09K +8 +3%
WCG
2067
Weaver Consulting Group
California
$77K – – –
TCM
2068
TD Capital Management
Tennessee
$69K – – –
VEA
2069
Virtus ETF Advisers
New York
$65K +$57.8K +221 New
BWA
2070
BDO Wealth Advisors
Florida
$61K -$35.3K -135 -39%
PFO
2071
Pathstone Family Office
New Jersey
$59.3K -$523 -2 -1%
WOC
2072
West Oak Capital
California
$59K -$13.1K -50 -20%
RAM
2073
Riggs Asset Management
Pennsylvania
$59K – – –
BAM
2074
Bellevue Asset Management
Washington
$59K +$52.3K +200 New
MAWCM
2075
Mine & Arao Wealth Creation & Management
California
$59K +$52.3K +200 New
81 82
83
84 85