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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2301
Octavia Wealth Advisors
Ohio
$266K +$284K +686 New
CAM
2302
Crestone Asset Management
Colorado
$265K +$3.73K +9 +1%
SA
2303
Shilanski & Associates
Alaska
$264K +$1.66K +4 +0.6%
BEI
2304
Benjamin Edwards Inc
Missouri
$263K +$75K +181 +37%
NRI
2305
NFP Retirement Inc
California
$263K +$414 +1 +0.1%
OCPWS
2306
One Charles Private Wealth Services
Massachusetts
$262K – – –
CCA
2307
Column Capital Advisors
Indiana
$260K – – –
APP
2308
Alpha Paradigm Partners
Illinois
$260K +$92K +222 +50%
MSA
2309
Marino Stram & Associates
Massachusetts
$259K -$5.72M -13,812 -95%
CVM
2310
Cheviot Value Management
California
$259K – – –
BZWA
2311
Blue Zone Wealth Advisors
California
$257K – – –
CFP
2312
Curran Financial Partners
South Carolina
$256K +$4.14K +10 +2%
FPIS
2313
Financial Planning & Information Services
Wisconsin
$255K +$4.56K +11 +2%
CWM
2314
Concentric Wealth Management
California
$254K – – –
HPCM
2315
High Pointe Capital Management
Illinois
$254K – – –
SNBOSD
2316
Security National Bank of So Dak
Iowa
$254K +$270K +651 New
SHJ
2317
Sharkey, Howes & Javer
Colorado
$253K +$22K +53 +9%
IAP
2318
Indie Asset Partners
Indiana
$252K – – –
NFSG
2319
Newbridge Financial Services Group
Florida
$252K +$31.5K +76 +13%
FWC
2320
First Washington Corp
Washington
$251K – – –
PLFAM
2321
Pineno Levin & Ford Asset Management
Virginia
$250K – – –
BDF
2322
Black Diamond Financial
Maryland
$249K – – –
CC
2323
Chicago Capital
Illinois
$249K +$54.7K +132 +26%
HR
2324
Hayden Royal
North Carolina
$248K -$128K -308 -33%
HWM
2325
Howard Wealth Management
Connecticut
$248K -$35.2K -85 -12%
91 92
93
94 95