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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2501
Laurel Wealth Planning
Minnesota
$63K +$39.9K +100 +175%
GG
2502
Gleason Group
Kentucky
$61K +$399 +1 +0.7%
HWM
2503
Holloway Wealth Management
Florida
$60K – – –
AWM
2504
Accel Wealth Management
Iowa
$56K – – –
PWA
2505
Phoenix Wealth Advisors
North Carolina
$56K +$1.99K +5 +4%
APC
2506
Aspire Private Capital
North Carolina
$54K -$28.7K -72 -35%
BMD
2507
Better Money Decisions
New Mexico
$54K – – –
IRC
2508
Investors Research Corp
Georgia
$54K +$7.18K +18 +16%
ONST
2509
Old North State Trust
North Carolina
$52K – – –
WOC
2510
West Oak Capital
California
$52K – – –
KFAA
2511
Klaas Financial Asset Advisors
Illinois
$52K +$399 +1 +0.8%
BCPWM
2512
Bradley & Co Private Wealth Management
Florida
$51K – – –
DAM
2513
Delta Asset Management
Tennessee
$50K – – –
TC
2514
Trust Company
Kansas
$48K -$524K -1,313 -92%
CAM
2515
Costello Asset Management
Pennsylvania
$48K – – –
IP
2516
Isthmus Partners
Wisconsin
$48K +$47.8K +120 New
FRA
2517
Front Row Advisors
California
$47K +$5.18K +13 +14%
TLFA
2518
True Link Financial Advisors
California
$47K +$27.1K +68 +136%
Q
2519
QVR
California
$45K +$37.1K +93 +489%
PCFFS
2520
Pacific Center for Financial Services
California
$44K – – –
IPW
2521
IronBridge Private Wealth
Texas
$43K – – –
SWM
2522
Selective Wealth Management
Virginia
$43K +$36.3K +91 +535%
SPWG
2523
Sage Private Wealth Group
Illinois
$41K – – –
LPWM
2524
Lake Point Wealth Management
Texas
$40K +$39.9K +100 New
ARMC
2525
American Research & Management Company
Massachusetts
$38K – – –