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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
2551
Transatlantique Private Wealth
New York
$315K -$687K -1,798 -64%
CFS
2552
Commonwealth Financial Services
West Virginia
$314K +$4.2K +11 +1%
RWB
2553
RMR Wealth Builders
New Jersey
$314K -$35.2K -92 -8%
BW
2554
Balance Wealth
Ohio
$313K +$70.3K +184 +22%
Cohen & Steers
2555
Cohen & Steers
New York
$312K +$49.7K +130 +15%
AF
2556
AtlasMark Financial
Texas
$312K – – –
PWAM
2557
Papamarkou Wellner Asset Management
New York
$312K – – –
HC
2558
Hoese & Co
Minnesota
$312K +$325K +850 +567%
CG
2559
Clifford Group
Massachusetts
$311K -$94K -246 -20%
IC
2560
Iconiq Capital
California
$311K -$669K -1,751 -64%
FFG
2561
Fortress Financial Group
Minnesota
$311K +$2.67K +7 +0.7%
BFA
2562
Bill Few Associates
Pennsylvania
$310K +$125K +326 +49%
4A
2563
4Wealth Advisors
Illinois
$310K +$134K +350 +54%
SAF
2564
Smith Anglin Financial
Texas
$309K -$4.2K -11 -1%
CFAM
2565
Center For Asset Management
Florida
$309K +$6.12K +16 +3%
UB
2566
Umpqua Bank
Oregon
$309K -$2.05M -5,371 -84%
DWP
2567
Destiny Wealth Partners
Florida
$309K +$216K +564 +133%
MWA
2568
Monograph Wealth Advisors
California
$308K +$8.03K +21 +2%
EWS
2569
Eagle Wealth Strategies
New Jersey
$307K -$127K -331 -25%
PKC
2570
Palmer Knight Company
Florida
$307K – – –
HPM
2571
Hoxton Planning & Management
West Virginia
$307K -$89.4K -234 -19%
JGGDR
2572
JGP Global Gestao de Recursos
Brazil
$307K -$1.15K -3 -0.3%
WA
2573
Whipplewood Advisors
Colorado
$306K -$53.9K -141 -13%
KOC
2574
Koss-Olinger Consulting
Florida
$306K -$5.73K -15 -2%
AF
2575
Aldebaran Financial
$305K – – –