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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2076
Lumbard & Kellner
New Hampshire
$624K – – –
ECA
2077
Elevated Capital Advisors
Utah
$621K – – –
FSA
2078
Franklin Street Advisors
North Carolina
$617K +$9.17K +24 +1%
RP
2079
Riverwater Partners
Wisconsin
$615K -$300K -784 -28%
UCB
2080
United Community Bank
South Carolina
$615K -$73.4K -192 -9%
CSB
2081
City State Bank
Iowa
$615K +$169K +441 +29%
SFWC
2082
Strategic Family Wealth Counselors
New Jersey
$614K +$231K +605 +44%
LIM
2083
Longfellow Investment Management
Massachusetts
$614K +$746K +1,951 +10,839%
JSAM
2084
J. Safra Asset Management
New York
$614K +$188K +491 +33%
WA
2085
WealthTrust Axiom
Pennsylvania
$611K – – –
SIG
2086
Sargent Investment Group
Maryland
$609K -$1.29M -3,377 -58%
SA
2087
Sovran Advisors
California
$607K -$103K -269 -12%
FPWM
2088
FSB Premier Wealth Management
Iowa
$607K +$3.82K +10 +0.5%
CF
2089
Cyr Financial
Illinois
$606K +$136K +356 +22%
CF
2090
Cantor Fitzgerald
New York
$606K +$742K +1,942 New
IWP
2091
Invenio Wealth Partners
Florida
$604K +$142K +372 +24%
PIA
2092
Pinion Investment Advisors
Kansas
$602K -$546K -1,429 -43%
WA
2093
Wealthstream Advisors
New York
$601K +$3.06K +8 +0.4%
RYIA
2094
Roehl & Yi Investment Advisors
Oregon
$601K -$99.4K -260 -12%
TFCP
2095
Twin Focus Capital Partners
Massachusetts
$601K +$736K +1,925 New
KJHP
2096
K.J. Harrison & Partners
Ontario, Canada
$600K -$3.04M -7,951 -81%
CMS
2097
Capital Market Strategies
Florida
$600K +$105K +275 +17%
SPL
2098
Smart Portfolios LLC
Washington
$600K +$24.8K +65 +4%
MAM
2099
McLean Asset Management
Virginia
$599K -$43.2K -113 -5%
SPA
2100
Sherbrooke Park Advisers
New York
$599K +$733K +1,919 New
82 83
84
85 86