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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
2551
Jamison Private Wealth Management
Georgia
$537K +$73K +149 +16%
HCM
2552
Howland Capital Management
Massachusetts
$536K -$74.5K -152 -13%
KB
2553
Kimelman & Baird
New York
$536K +$516K +1,053 New
BFA
2554
Benedict Financial Advisors
Georgia
$536K -$9.8K -20 -2%
GSIAS
2555
Garden State Investment Advisory Services
New Jersey
$536K +$61.3K +125 +14%
OA
2556
Operose Advisors
Wisconsin
$535K -$7.35K -15 -1%
EWS
2557
Eagle Wealth Strategies
New Jersey
$535K -$136K -278 -21%
CC
2558
Cornerstone Capital
California
$535K +$162K +330 +46%
MWM
2559
MinichMacGregor Wealth Management
New York
$534K +$304K +621 +145%
MPW
2560
Monterey Private Wealth
California
$534K +$164K +334 +47%
TWP
2561
Tower Wealth Partners
Pennsylvania
$533K -$1.47K -3 -0.3%
EL
2562
EWA LLC
Pennsylvania
$532K +$105K +214 +29%
AIM
2563
Alhambra Investment Management
Florida
$532K
CA
2564
Carson Advisory
Georgia
$531K -$172K -351 -25%
WPW
2565
Warther Private Wealth
Ohio
$530K -$852K -1,738 -63%
HCA
2566
Heck Capital Advisors
Wisconsin
$530K -$1.47K -3 -0.3%
T
2567
TCWP
Ohio
$529K +$3.43K +7 +0.7%
IIC
2568
Integrated Investment Consultants
Michigan
$529K
MCA
2569
MSH Capital Advisors
Arizona
$527K -$76K -155 -13%
HWM
2570
HFR Wealth Management
New York
$525K
GPW
2571
Gentry Private Wealth
Kansas
$524K +$504K +1,028 New
WTA
2572
Washington Trust Advisors
Massachusetts
$523K -$73.5K -150 -13%
GLA
2573
Good Life Advisors
Pennsylvania
$523K -$139K -284 -22%
SF
2574
SWP Financial
California
$523K -$1.96K -4 -0.4%
LSC
2575
Lesa Sroufe & Co
Washington
$522K