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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
UL
2576
Unionview LLC
Washington
$513K -$20.3K -40 -4%
HWA
2577
HHM Wealth Advisors
Tennessee
$512K -$19.3K -38 -4%
BIA
2578
BHK Investment Advisors
Alabama
$512K +$205K +403 +64%
T
2579
TCWP
Ohio
$511K -$13.7K -27 -3%
WEG
2580
World Equity Group
Illinois
$510K -$363K -714 -41%
HWM
2581
HFR Wealth Management
New York
$510K – – –
SF
2582
SWP Financial
California
$510K +$2.03K +4 +0.4%
OCM
2583
Orser Capital Management
Texas
$509K +$294K +578 +128%
LSC
2584
Lesa Sroufe & Co
Washington
$507K – – –
GC
2585
Garde Capital
Washington
$506K +$1.02K +2 +0.2%
CC
2586
Callan Capital
California
$505K +$70.7K +139 +16%
FHC
2587
First Heartland Consultants
Missouri
$505K +$103K +203 +25%
BC
2588
Barrett & Company
Rhode Island
$504K -$22.9K -45 -4%
BFA
2589
Bill Few Associates
Pennsylvania
$504K -$13.7K -27 -3%
BWM
2590
BCS Wealth Management
Tennessee
$504K -$15.8K -31 -3%
SCA
2591
Sandy Cove Advisors
Massachusetts
$504K +$26.4K +52 +5%
TPWM
2592
Twelve Points Wealth Management
Massachusetts
$503K -$46.8K -92 -8%
BFC
2593
Bedel Financial Consulting
Indiana
$503K – – –
BFS
2594
Burr Financial Services
California
$502K – – –
FFWM
2595
Future Financial Wealth Management
Ohio
$500K -$109K -215 -18%
TIA
2596
Traphagen Investment Advisors
New Jersey
$497K -$22.9K -45 -4%
FCM
2597
Fogel Capital Management
Florida
$497K – – –
BFWM
2598
Bright Futures Wealth Management
New York
$496K +$519K +1,020 New
CBA
2599
Coastal Bridge Advisors
Connecticut
$491K – – –
BSSFA
2600
Baron Silver Stevens Financial Advisors
Florida
$491K +$114K +225 +29%