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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Concentric Wealth Management
California
$206K -$35.8K -125 -15%
DA
2052
DSC Advisors
Illinois
$205K +$199K +696 New
CWA
2053
Clarus Wealth Advisors
Arizona
$204K +$197K +688 New
CGA
2054
Crescent Grove Advisors
Illinois
$204K +$198K +690 New
FLAM
2055
First Light Asset Management
Minnesota
$204K +$198K +692 New
UWPG
2056
Ullmann Wealth Partners Group
Florida
$203K -$123K -428 -38%
EA
2057
Ellsworth Advisors
Ohio
$202K +$197K +686 New
CMI
2058
Clare Market Investments
Texas
$201K +$195K +680 New
TFO
2059
Tarbox Family Office
California
$200K -$6.3K -22 -3%
BST
2060
Bath Savings Trust
Maine
$200K +$195K +679 New
APW
2061
Acima Private Wealth
Virginia
$198K – – –
CCA
2062
Column Capital Advisors
Indiana
$197K +$77.7K +271 +68%
LWS
2063
Lucia Wealth Services
California
$196K -$6.02K -21 -3%
TAIM
2064
TD Ameritrade Investment Management
Nebraska
$190K +$4.87K +17 +3%
FWC
2065
First Washington Corp
Washington
$189K – – –
FBT
2066
First Bank & Trust
South Dakota
$186K -$6.02K -21 -3%
FPFS
2067
First Personal Financial Services
North Carolina
$184K – – –
FNBOSM
2068
First National Bank of South Miami
Florida
$184K +$2.01K +7 +1%
FANJ
2069
Financial Architects (New Jersey)
New Jersey
$175K -$43K -150 -20%
GAM
2070
Gemmer Asset Management
California
$173K +$23.2K +81 +16%
MHR
2071
Matthew Hamilton Rosenberg
$173K +$29.8K +104 +22%
BWM
2072
Baystate Wealth Management
Massachusetts
$173K +$37K +129 +28%
RIM
2073
Rockbridge Investment Management
New York
$173K +$168K +585 New
WFMPM
2074
Woodley Farra Manion Portfolio Management
Indiana
$171K -$5.73K -20 -3%
EIP
2075
Ellis Investment Partners
Pennsylvania
$169K +$573 +2 +0.4%
81 82
83
84 85