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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2051
Doyle Wealth Management
Florida
$224K +$221K +719 New
SA
2052
Shilanski & Associates
Alaska
$222K +$307 +1 +0.1%
P
2053
&Partners
Tennessee
$222K +$218K +711 New
SSWM
2054
Smith Salley Wealth Management
North Carolina
$222K +$219K +712 New
CFG
2055
Cooper Financial Group
California
$221K -$6.14K -20 -3%
HWA
2056
HHM Wealth Advisors
Tennessee
$221K -$2.15K -7 -1%
JHCP
2057
Jackson Hole Capital Partners
Oklahoma
$221K – – –
NG
2058
Northstar Group
New York
$221K – – –
OCM
2059
One Capital Management
California
$220K -$212K -691 -49%
FC
2060
Forte Capital
New York
$219K -$32.6K -106 -13%
CWM
2061
Concentric Wealth Management
California
$218K – – –
MCM
2062
Monument Capital Management
Virginia
$218K +$215K +701 New
FLAM
2063
First Light Asset Management
Minnesota
$216K – – –
GKWIM
2064
Gerber Kawasaki Wealth & Investment Management
California
$216K +$213K +694 New
CGA
2065
Crescent Grove Advisors
Illinois
$215K – – –
UWPG
2066
Ullmann Wealth Partners Group
Florida
$214K – – –
BDF
2067
Black Diamond Financial
Maryland
$214K +$211K +687 New
W
2068
WealthOne
New York
$213K +$209K +682 New
CMI
2069
Clare Market Investments
Texas
$212K +$614 +2 +0.3%
BST
2070
Bath Savings Trust
Maine
$212K – – –
FBT
2071
First Bank & Trust
South Dakota
$212K +$15.7K +51 +8%
BFA
2072
Benedict Financial Advisors
Georgia
$212K +$209K +679 New
FFG
2073
Fortem Financial Group
California
$211K +$208K +676 New
SWA
2074
SFMG Wealth Advisors
Texas
$211K +$208K +676 New
TF
2075
TRH Financial
Iowa
$211K +$208K +676 New
81 82
83
84 85