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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
Klingman & Associates
2376
Klingman & Associates
New York
$577K +$51.9K +98 +10%
PFA
2377
Pathway Financial Advisors
Vermont
$576K – – –
VPP
2378
Vertex Planning Partners
Illinois
$576K +$575K +1,086 New
CFFP
2379
Center for Financial Planning
Michigan
$575K +$26.5K +50 +5%
HKIMG
2380
Hutchens & Kramer Investment Management Group
Indiana
$574K -$44.5K -84 -7%
WSC
2381
Wellington Shields & Co
New York
$574K +$171K +322 +42%
JI
2382
Jeereddi Investments
California
$572K – – –
GA
2383
Goldstein Advisors
Wisconsin
$572K +$572K +1,080 New
I
2384
INVST
Indiana
$571K +$5.83K +11 +1%
TCM
2385
Telos Capital Management
California
$569K -$37.6K -71 -6%
CGFA
2386
Colton Groome Financial Advisors
North Carolina
$569K +$125K +236 +28%
SFP
2387
Sandbox Financial Partners
Maryland
$569K -$9.54K -18 -2%
HCM
2388
Hillman Capital Management
Maryland
$568K +$567K +1,071 New
FAT
2389
First American Trust
California
$567K +$72.6K +137 +15%
MSWM
2390
McGlone Suttner Wealth Management
Wisconsin
$566K +$565K +1,067 New
FANJ
2391
Financial Architects (New Jersey)
New Jersey
$566K -$17K -32 -3%
GG
2392
Golden Green
South Carolina
$566K -$16.4K -31 -3%
APW
2393
Austin Private Wealth
Texas
$565K -$3.71K -7 -0.7%
LSC
2394
Lesa Sroufe & Co
Washington
$565K – – –
SGK
2395
Steigerwald Gordon & Koch
Virginia
$564K +$4.24K +8 +0.8%
NJBEST
2396
New Jersey Better Educational Savings Trust
New Jersey
$564K – – –
QPWM
2397
Quadrant Private Wealth Management
Pennsylvania
$563K +$562K +1,061 New
UL
2398
Unionview LLC
Washington
$562K -$19.1K -36 -3%
&Partners
2399
&Partners
Tennessee
$561K -$151K -286 -21%
ZIG
2400
Zuckerman Investment Group
Illinois
$558K -$4.77K -9 -0.8%