UNITEDHEALTH GROUP INC
| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 68,625 | 77,198 | +8,573 | 0.31 | 0.30 | -0.01 | buy |
| PARK AVENUE SECURITIES LLC | 25,924 | 29,418 | +3,494 | 0.07 | 0.06 | -0.01 | buy |
| Timber Creek Capital Management LLC | 6,429 | 7,827 | +1,398 | 0.49 | 0.51 | +0.02 | buy |
| Focused Wealth Management, Inc | 6,911 | 8,174 | +1,263 | 0.24 | 0.23 | -0.01 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 4,649 | 5,580 | +931 | 0.24 | 0.21 | -0.03 | buy |
| CWA Asset Management Group, LLC | 4,058 | 4,389 | +331 | 0.05 | 0.04 | -0.01 | buy |
| EXENCIAL WEALTH ADVISORS, LLC | 24,106 | 24,425 | +319 | 0.25 | 0.21 | -0.05 | buy |
| HORIZON FINANCIAL SERVICES, LLC | 579 | 773 | +194 | 0.09 | 0.09 | +0.01 | buy |
| Cornerstone Wealth Management, LLC | 1,987 | 2,093 | +106 | 0.03 | 0.03 | -0.01 | buy |
| Cohen Capital Management, Inc. | 50,417 | 50,483 | +66 | 2.51 | 2.12 | -0.39 | buy |