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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
DWG
2551
Darden Wealth Group
Michigan
$537K -$446K -910 -46%
LW
2552
Linscomb Wealth
Texas
$537K +$51.5K +105 +11%
JPWM
2553
Jamison Private Wealth Management
Georgia
$537K +$73K +149 +16%
HCM
2554
Howland Capital Management
Massachusetts
$536K -$74.5K -152 -13%
KB
2555
Kimelman & Baird
New York
$536K +$516K +1,053 New
BFA
2556
Benedict Financial Advisors
Georgia
$536K -$9.8K -20 -2%
GSIAS
2557
Garden State Investment Advisory Services
New Jersey
$536K +$61.3K +125 +14%
OA
2558
Operose Advisors
Wisconsin
$535K -$7.35K -15 -1%
EWS
2559
Eagle Wealth Strategies
New Jersey
$535K -$136K -278 -21%
CC
2560
Cornerstone Capital
California
$535K +$162K +330 +46%
MWM
2561
MinichMacGregor Wealth Management
New York
$534K +$304K +621 +145%
MPW
2562
Monterey Private Wealth
California
$534K +$164K +334 +47%
TWP
2563
Tower Wealth Partners
Pennsylvania
$533K -$1.47K -3 -0.3%
EL
2564
EWA LLC
Pennsylvania
$532K +$105K +214 +29%
AIM
2565
Alhambra Investment Management
Florida
$532K – – –
CA
2566
Carson Advisory
Georgia
$531K -$172K -351 -25%
WPW
2567
Warther Private Wealth
Ohio
$530K -$852K -1,738 -63%
HCA
2568
Heck Capital Advisors
Wisconsin
$530K -$1.47K -3 -0.3%
T
2569
TCWP
Ohio
$529K +$3.43K +7 +0.7%
IIC
2570
Integrated Investment Consultants
Michigan
$529K – – –
MCA
2571
MSH Capital Advisors
Arizona
$527K -$76K -155 -13%
HWM
2572
HFR Wealth Management
New York
$525K – – –
GPW
2573
Gentry Private Wealth
Kansas
$524K +$504K +1,028 New
WTA
2574
Washington Trust Advisors
Massachusetts
$523K -$73.5K -150 -13%
GLA
2575
Good Life Advisors
Pennsylvania
$523K -$139K -284 -22%