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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2301
TFO Wealth Partners
Ohio
$279K – – –
RZH
2302
Relyea Zuckerberg Hanson
Connecticut
$279K +$30.7K +77 +12%
FAM
2303
Flaharty Asset Management
Florida
$277K -$33.1K -83 -11%
NWM
2304
Northwest Wealth Management
Iowa
$276K -$276K -693 -50%
VCG
2305
Vantage Consulting Group
Virginia
$276K +$61K +153 +28%
BFA
2306
Benedict Financial Advisors
Georgia
$275K -$27.9K -70 -9%
LWM
2307
Liberty Wealth Management
California
$275K +$19.9K +50 +8%
MIM
2308
Moseley Investment Management
Florida
$273K – – –
WDA
2309
Wendell David Associates
New Hampshire
$272K -$5.18K -13 -2%
BIA
2310
Barry Investment Advisors
Massachusetts
$271K +$1.59K +4 +0.6%
FC
2311
Forte Capital
New York
$271K +$23.5K +59 +10%
NRI
2312
NFP Retirement Inc
California
$269K +$399 +1 +0.1%
SA
2313
Shilanski & Associates
Alaska
$269K -$399 -1 -0.1%
CAM
2314
Crestone Asset Management
Colorado
$268K – – –
OCPWS
2315
One Charles Private Wealth Services
Massachusetts
$268K +$267K +670 New
PCMK
2316
Paragon Capital Management (Kansas)
Kansas
$267K – – –
AFWM
2317
AMJ Financial Wealth Management
Virginia
$267K +$31.1K +78 +13%
CCA
2318
Column Capital Advisors
Indiana
$266K -$1.2K -3 -0.4%
AFAS
2319
Acorn Financial Advisory Services
Virginia
$266K +$12.8K +32 +5%
OLA
2320
Oliver Luxxe Assets
New Jersey
$266K +$29.9K +75 +13%
CVM
2321
Cheviot Value Management
California
$265K +$6.78K +17 +3%
G
2322
GenTrust
Florida
$264K – – –
BZWA
2323
Blue Zone Wealth Advisors
California
$263K -$33.1K -83 -11%
TWP
2324
Treybourne Wealth Planners
Indiana
$262K – – –
CAL
2325
Capital Advisors Ltd
Ohio
$262K +$249K +625 +2,155%
91 92
93
94 95