UNITEDHEALTH GROUP INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| GREENLEAF TRUST | 16,239 | 18,096 | +1,857 | 0.04 | 0.07 | +0.03 | buy |
| Ballast, Inc. | 15,693 | 17,484 | +1,791 | 0.98 | 1.37 | +0.39 | buy |
| First American Bank | 22,480 | 23,464 | +984 | 0.38 | 0.54 | +0.16 | buy |
| SUMMITRY LLC | 1,379 | 1,821 | +442 | 0.01 | 0.02 | +0.01 | buy |
| TEALWOOD ASSET MANAGEMENT INC | 4,451 | 4,653 | +202 | 0.55 | 0.74 | +0.19 | buy |
| CHICKASAW CAPITAL MANAGEMENT LLC | 9,884 | 10,059 | +175 | 0.09 | 0.15 | +0.06 | buy |
| Sound Income Strategies, LLC | 1,410 | 1,527 | +117 | 0.02 | 0.03 | +0.01 | buy |
| TLWM | 3,340 | 3,406 | +66 | 0.16 | 0.23 | +0.07 | buy |
| Certified Advisory Corp | 2,024 | 2,078 | +54 | 0.05 | 0.07 | +0.02 | buy |
| Stokes Capital Advisors, LLC | 2,684 | 2,738 | +54 | 0.16 | 0.24 | +0.08 | buy |
| Uncommon Cents Investing LLC | 2,490 | 2,520 | +30 | 0.16 | 0.23 | +0.07 | buy |
| FIRST UNITED BANK & TRUST | 574 | 593 | +19 | 0.05 | 0.07 | +0.02 | buy |
| Elmwood Wealth Management, Inc. | 5,398 | 5,409 | +11 | 0.40 | 0.56 | +0.16 | buy |
| Ifrah Financial Services, Inc. | 1,939 | 1,931 | -8 | 0.14 | 0.20 | +0.06 | sell |
| SHEETS SMITH WEALTH MANAGEMENT | 5,011 | 4,976 | -35 | 0.15 | 0.21 | +0.05 | sell |
| Cypress Capital, LLC | 1,296 | 1,225 | -71 | 0.10 | 0.14 | +0.04 | sell |
| Poehling Capital Management, INC. | 9,151 | 9,075 | -76 | 0.52 | 0.81 | +0.29 | sell |
| Investors Research Corp | 1,203 | 1,119 | -84 | 0.06 | 0.08 | +0.02 | sell |
| CENTRAL BANK & TRUST CO | 7,682 | 7,514 | -168 | 0.33 | 0.44 | +0.12 | sell |
| Congress Park Capital LLC | 4,306 | 4,131 | -175 | 0.36 | 0.46 | +0.11 | sell |
| G&S Capital LLC | 776 | 599 | -177 | 0.07 | 0.07 | -0.00 | sell |
| Clarus Wealth Advisors | 1,504 | 1,310 | -194 | 0.20 | 0.21 | +0.02 | sell |
| Chesley Taft & Associates LLC | 24,947 | 24,620 | -327 | 0.28 | 0.40 | +0.12 | sell |
| Independence Bank of Kentucky | 7,177 | 6,828 | -349 | 0.25 | 0.32 | +0.07 | sell |
| HARVEY INVESTMENT CO LLC | 4,635 | 4,265 | -370 | 0.14 | 0.19 | +0.06 | sell |
| AMERICAN NATIONAL BANK & TRUST | 5,727 | 5,089 | -638 | 0.15 | 0.18 | +0.03 | sell |
| HENNESSY ADVISORS INC | 29,500 | 28,850 | -650 | 0.29 | 0.38 | +0.09 | sell |
| 180 WEALTH ADVISORS, LLC | 1,830 | 655 | -1,175 | 0.06 | 0.03 | -0.03 | sell |
| Liberty Capital Management, Inc. | 16,016 | 12,336 | -3,680 | 0.98 | 0.88 | -0.10 | sell |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 42,295 | 33,642 | -8,653 | 1.48 | 1.60 | +0.12 | sell |
| COUNTRY TRUST BANK | 151,518 | 107,280 | -44,238 | 0.78 | 0.78 | +0.00 | sell |