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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
2501
True Link Financial Advisors
California
$46K
PCFFS
2502
Pacific Center for Financial Services
California
$43K
FRA
2503
Front Row Advisors
California
$42K -$414 -1 -0.9%
IPW
2504
IronBridge Private Wealth
Texas
$42K
SPWG
2505
Sage Private Wealth Group
Illinois
$40K
LPWM
2506
Lake Point Wealth Management
Texas
$39K
Baillie Gifford & Co
2507
Baillie Gifford & Co
United Kingdom
$39K +$41.4K +100 New
TC
2508
Trust Company
Kansas
$38K -$9.53K -23 -19%
ARMC
2509
American Research & Management Company
Massachusetts
$37K
EWM
2510
Edge Wealth Management
New York
$37K +$11.2K +27 +40%
AFS
2511
Annapolis Financial Services
Maryland
$35K +$13.7K +33 +58%
ST
2512
Sageworth Trust
Pennsylvania
$32K -$410K -991 -92%
APWA
2513
Atlas Private Wealth Advisors
New Jersey
$32K -$2.9K -7 -8%
CMA
2514
Cedar Mountain Advisors
Oregon
$32K +$8.28K +20 +33%
TF
2515
Tompkins Financial
New York
$32K +$33.5K +81 New
WWMSC
2516
Wagner Wealth Management (South Carolina)
South Carolina
$30K +$4.56K +11 +20%
AWM
2517
Activest Wealth Management
Florida
$29K
HF
2518
Halpern Financial
Virginia
$28.5K
LWP
2519
Lumature Wealth Partners
Georgia
$27K +$6.21K +15 +27%
RFWA
2520
RPg Family Wealth Advisory
Massachusetts
$25K
WLPWM
2521
Walled Lake Planning & Wealth Management
Illinois
$25K
CWM
2522
Cranbrook Wealth Management
Michigan
$23K +$24.9K +60 New
JMF
2523
Johnson Midwest Financial
Iowa
$22K
AA
2524
AlphaMark Advisors
Kentucky
$22K +$2.9K +7 +14%
ODG
2525
O'Dell Group
Ohio
$22K +$23.6K +57 New