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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2126
Jeppson Wealth Management
California
$814K – – –
FWTB
2127
First Western Trust Bank
Colorado
$813K -$12.1K -25 -1%
PFC
2128
Phocas Financial Corp
California
$813K +$82K +170 +11%
RFA
2129
Resurgent Financial Advisors
Georgia
$810K -$428K -886 -34%
TCB
2130
Texas Capital Bancshares
Texas
$809K +$8.2K +17 +1%
BFA
2131
BMS Financial Advisors
South Dakota
$804K +$77.2K +160 +10%
BCG
2132
Breakwater Capital Group
New Jersey
$803K +$236K +490 +41%
AIA
2133
Angeles Investment Advisors
California
$802K +$333K +690 +68%
MCM
2134
Monument Capital Management
Virginia
$800K -$442K -916 -35%
APA
2135
Astoria Portfolio Advisors
New York
$799K +$308K +638 +65%
TFA
2136
Triad Financial Advisors
North Carolina
$799K -$11.1K -23 -1%
BFO
2137
Biltmore Family Office
North Carolina
$798K +$11.6K +24 +1%
ORAM
2138
One River Asset Management
Connecticut
$793K -$542K -1,123 -40%
OPWM
2139
Oxinas Partners Wealth Management
Indiana
$793K -$25.6K -53 -3%
FPCP
2140
Fort Point Capital Partners
California
$793K -$58.4K -121 -7%
AIC
2141
Argus Investors Counsel
New York
$789K -$16.4K -34 -2%
CC
2142
Courier Capital
New York
$787K -$101K -210 -11%
GLLW
2143
Graves Light Lenhart Wealth
Virginia
$786K – – –
MCCA
2144
Mill Creek Capital Advisors
Pennsylvania
$786K -$56.5K -117 -7%
SFG
2145
Steward Financial Group
Texas
$785K +$59.8K +124 +8%
MCM
2146
MV Capital Management
Maryland
$785K +$31.4K +65 +4%
EA
2147
Emerald Advisers
Pennsylvania
$782K – – –
WP
2148
WMS Partners
Maryland
$782K +$7.24K +15 +0.9%
SC
2149
Steph & Co
Wisconsin
$782K +$73.4K +152 +10%
CAGAS
2150
Capital Advisory Group Advisory Services
Minnesota
$782K +$80.1K +166 +11%
84 85
86
87 88