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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2176
Altus Wealth Group
Colorado
$308K +$89.4K +258 +53%
BBL
2177
Beck Bode LLC
Massachusetts
$306K +$285K +822 New
NSIM
2178
North Star Investment Management
Illinois
$304K +$53.4K +154 +23%
5L
2179
55I LLC
Massachusetts
$302K -$78.7K -227 -22%
EW
2180
Element Wealth
Mississippi
$302K – – –
CBA
2181
Coastal Bridge Advisors
Connecticut
$302K +$281K +811 New
CCM
2182
Chickasaw Capital Management
Tennessee
$301K +$8.66K +25 +3%
NCM
2183
Noesis Capital Mangement
Florida
$301K +$23.9K +69 +9%
FRA
2184
Frank Rimerman Advisors
California
$301K – – –
RWP
2185
Ridgecrest Wealth Partners
California
$300K +$279K +806 New
KCPG
2186
Kavar Capital Partners Group
Kansas
$298K – – –
LF
2187
Lantz Financial
Illinois
$298K +$693 +2 +0.3%
CMBA
2188
C.M. Bidwell & Associates
Hawaii
$298K +$99.1K +286 +55%
AFA
2189
American Financial Advisors
Georgia
$297K – – –
TA
2190
Trellis Advisors
Washington
$296K +$1.73K +5 +0.6%
TAIM
2191
TD Ameritrade Investment Management
Nebraska
$294K – – –
CFA
2192
CWS Financial Advisors
Michigan
$294K +$2.77K +8 +1%
RM
2193
Resource Management
Louisiana
$292K +$17.3K +50 +7%
WPC
2194
Waters Parkerson & Co
Louisiana
$291K -$8.66K -25 -3%
PSIWM
2195
Paradigm Strategies in Wealth Management
Minnesota
$291K +$271K +781 New
FA
2196
Fortis Advisors
Pennsylvania
$290K – – –
WB
2197
Webster Bank
Connecticut
$290K – – –
BSAM
2198
Blue Square Asset Management
New York
$290K +$10.7K +31 +4%
JCM
2199
Jag Capital Management
Missouri
$289K – – –
FFG
2200
Fortem Financial Group
California
$289K +$34.6K +100 +15%
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