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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2551
Steele Capital Management
Iowa
$529K – – –
WFA
2552
Wellspring Financial Advisors
Ohio
$529K +$89K +175 +20%
LWMG
2553
Levy Wealth Management Group
Pennsylvania
$528K – – –
OA
2554
Operose Advisors
Wisconsin
$527K +$389K +765 +254%
SAM
2555
SignalPoint Asset Management
Missouri
$527K -$2.03K -4 -0.4%
KWM
2556
KFG Wealth Management
Indiana
$527K +$30K +59 +6%
GC
2557
GFG Capital
Florida
$526K -$45.2K -89 -8%
NJBEST
2558
New Jersey Better Educational Savings Trust
New Jersey
$526K – – –
UWPG
2559
Ullmann Wealth Partners Group
Florida
$523K -$51.3K -101 -9%
DWM
2560
Darwin Wealth Management
Florida
$523K -$44.2K -87 -8%
HCA
2561
Horan Capital Advisors
Ohio
$522K -$45.2K -89 -8%
NCFG
2562
New Century Financial Group
New Jersey
$522K -$118K -233 -18%
BWM
2563
Buska Wealth Management
Wisconsin
$521K +$535K +1,053 New
PCM
2564
Perritt Capital Management
Illinois
$521K – – –
RRCM
2565
Rappaport Reiches Capital Management
Illinois
$521K +$1.02K +2 +0.2%
TWP
2566
Tower Wealth Partners
Pennsylvania
$519K +$38.1K +75 +8%
AP
2567
Adero Partners
California
$519K -$113K -222 -17%
CSC
2568
Caldwell Sutter Capital
California
$518K -$509K -1,002 -49%
PPWM
2569
Paragon Private Wealth Management
Kentucky
$517K +$1.52K +3 +0.3%
CWP
2570
Core Wealth Partners
California
$516K +$20.3K +40 +4%
AIM
2571
Alhambra Investment Management
Florida
$516K -$2.54K -5 -0.5%
HCA
2572
Heck Capital Advisors
Wisconsin
$516K -$5.59K -11 -1%
VA
2573
Verdad Advisers
Massachusetts
$515K +$530K +1,042 New
CFG
2574
Carr Financial Group
Massachusetts
$515K -$61K -120 -10%
RIG
2575
Renaissance Investment Group
Massachusetts
$515K -$17.8K -35 -3%