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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2426
Octavia Wealth Advisors
Ohio
$366K +$19.5K +43 +6%
CCA
2427
Cottonwood Capital Advisors
Utah
$366K +$330K +729 New
SW
2428
SkyOak Wealth
Michigan
$365K -$31.7K -70 -9%
IP
2429
Innovative Portfolios
Indiana
$365K – – –
HNWAG
2430
High Net Worth Advisory Group
Florida
$364K +$328K +724 New
MCM
2431
Mendel Capital Management
Arkansas
$364K +$328K +724 New
OFG
2432
Oxford Financial Group
Indiana
$362K +$9.51K +21 +3%
UWPG
2433
Ullmann Wealth Partners Group
Florida
$361K +$6.79K +15 +2%
BFS
2434
Bickling Financial Services
Massachusetts
$359K +$905 +2 +0.3%
RTS
2435
Round Table Services
New Jersey
$359K +$61.1K +135 +23%
EWA
2436
ERTS Wealth Advisors
Michigan
$358K – – –
FAM
2437
Flaharty Asset Management
Florida
$357K – – –
NWA
2438
New World Advisors
Massachusetts
$357K – – –
RWM
2439
Reston Wealth Management
Virginia
$356K -$10.4K -23 -3%
GCA
2440
Greenwood Capital Associates
South Carolina
$356K +$321K +710 New
CFA
2441
Capstone Financial Advisors
Illinois
$355K -$30.8K -68 -9%
FPFS
2442
First Personal Financial Services
North Carolina
$354K – – –
ACP
2443
Aviance Capital Partners
Florida
$353K -$10.4K -23 -3%
LL
2444
LPWM LLC
Minnesota
$353K – – –
FPIS
2445
Financial Planning & Information Services
Wisconsin
$353K +$22.6K +50 +8%
FCIM
2446
Fairview Capital Investment Management
California
$351K – – –
HW
2447
Hamilton Wealth
California
$351K +$316K +699 New
EFL
2448
ERn Financial LLC
Wisconsin
$349K -$67.4K -149 -18%
AOWM
2449
Alpha Omega Wealth Management
Virginia
$348K -$11.3K -25 -3%
APP
2450
Alpha Paradigm Partners
Illinois
$348K +$12.7K +28 +4%
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