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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2326
Holistic Financial Partners
Indiana
$625K +$75.2K +142 +14%
CFMC
2327
Curbstone Financial Management Corp
New Hampshire
$623K -$1.07M -2,014 -63%
DA
2328
Dillon & Associates
Michigan
$621K -$7.95K -15 -1%
BSB
2329
Bangor Savings Bank
Maine
$619K – – –
HCP
2330
Holt Capital Partners
Texas
$618K – – –
RRCM
2331
Rappaport Reiches Capital Management
Illinois
$617K – – –
SL
2332
Salomon & Ludwin
Virginia
$617K +$11.1K +21 +2%
H
2333
HoyleCohen
California
$617K -$94.8K -179 -13%
BO
2334
Bank OZK
Arkansas
$616K -$66.2K -125 -10%
BWA
2335
Bordeaux Wealth Advisors
California
$615K -$64.6K -122 -10%
TW
2336
Towerpoint Wealth
California
$614K +$12.7K +24 +2%
IAA
2337
Independent Advisor Alliance
North Carolina
$610K +$881K +1,663 +5%
CSC
2338
Caldwell Sutter Capital
California
$610K +$609K +1,150 New
DWA
2339
Delap Wealth Advisory
Oregon
$609K +$609K +1,149 New
VC
2340
Veracity Capital
Georgia
$609K -$26.5K -50 -4%
SCFS
2341
S.C. Financial Services
Arizona
$608K +$54K +102 +10%
YDMI
2342
Y.D. More Investments
Israel
$608K +$608K +1,148 New
HCA
2343
Heck Capital Advisors
Wisconsin
$606K +$7.42K +14 +1%
WEPOG
2344
Wealth Enhancement & Preservation of GA
Georgia
$605K +$154K +291 +34%
MCA
2345
MSH Capital Advisors
Arizona
$604K +$18.5K +35 +3%
MA
2346
Modus Advisors
Minnesota
$603K -$151K -286 -20%
VP
2347
Verum Partners
North Carolina
$597K +$596K +1,126 New
DDPIC
2348
Deroy & Devereaux Private Investment Counsel
Michigan
$595K – – –
IA
2349
Inspire Advisors
Idaho
$595K +$10.6K +20 +2%
SFPG
2350
Stonebridge Financial Planning Group
Florida
$594K +$53K +100 +10%
92 93
94
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