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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WG
2551
Wealth Group
North Carolina
$651K +$9.66K +17 +1%
BP
2552
BCK Partners
New York
$650K -$6.25K -11 -0.8%
CI
2553
Carroll Investors
South Carolina
$646K +$460K +809 +174%
PAS
2554
PKS Advisory Services
New York
$645K +$724K +1,274 New
BDF
2555
Black Diamond Financial
Maryland
$643K +$29K +51 +4%
PWM
2556
Penobscot Wealth Management
Maine
$642K +$19.9K +35 +3%
SWA
2557
SOA Wealth Advisors
New York
$642K -$3.41K -6 -0.5%
DI
2558
DDFG Inc
California
$641K
PC
2559
Prairiewood Capital
North Dakota
$640K
LCG
2560
Lakeshore Capital Group
Illinois
$640K +$719K +1,265 New
HAG
2561
HF Advisory Group
Maryland
$639K +$36.4K +64 +5%
WT
2562
Washington Trust
Rhode Island
$639K -$74.4K -131 -9%
VC
2563
Veracity Capital
Georgia
$636K +$50K +88 +8%
NRI
2564
NFP Retirement Inc
California
$634K -$35.8K -63 -5%
CW
2565
Code Waechter
Florida
$634K -$14.8K -26 -2%
4WM
2566
49 Wealth Management
Texas
$634K +$53.4K +94 +8%
ACM
2567
Arcataur Capital Management
Wisconsin
$633K +$88.1K +155 +14%
CGA
2568
Crescent Grove Advisors
Illinois
$633K +$36.9K +65 +5%
AB
2569
Atlas Brown
Kentucky
$633K +$2.27K +4 +0.3%
WIM
2570
WealthPlan Investment Management
Nebraska
$632K +$176K +309 +33%
AC
2571
Avory & Company
Florida
$632K
BI
2572
Bolthouse Investments
California
$631K +$709K +1,247 New
CPRC
2573
Consolidated Portfolio Review Corp
New York
$630K -$94.9K -167 -12%
FHC
2574
First Heartland Consultants
Missouri
$627K +$42K +74 +6%
TA
2575
TFB Advisors
Kansas
$627K +$10.2K +18 +1%