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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SF
2576
SWP Financial
California
$523K -$1.96K -4 -0.4%
LSC
2577
Lesa Sroufe & Co
Washington
$522K – – –
HFP
2578
Holistic Financial Partners
Indiana
$521K -$111K -226 -18%
UL
2579
Unionview LLC
Washington
$521K -$6.37K -13 -1%
AFG
2580
Allegheny Financial Group
Pennsylvania
$521K +$96.6K +197 +24%
EWM
2581
Executive Wealth Management
Michigan
$520K -$9.58M -19,543 -95%
SFS
2582
Symphony Financial Services
Ohio
$519K +$417K +851 New
BWM
2583
BCS Wealth Management
Tennessee
$519K – – –
SWM
2584
Salvus Wealth Management
New Jersey
$514K +$52K +106 +12%
FCM
2585
Fogel Capital Management
Florida
$514K – – –
DWM
2586
Darwin Wealth Management
Florida
$512K -$24.5K -50 -5%
WA
2587
Waddell & Associates
Tennessee
$512K +$24.5K +50 +5%
WSWA
2588
Warren Street Wealth Advisors
California
$511K +$27K +55 +6%
SC
2589
Savoie Capital
Illinois
$509K -$539K -1,100 -52%
AC
2590
Aristides Capital
Kentucky
$509K +$490K +1,000 New
TIA
2591
Traphagen Investment Advisors
New Jersey
$508K -$3.43K -7 -0.7%
MIM
2592
MTM Investment Management
South Carolina
$507K -$98K -200 -17%
FWI
2593
Facet Wealth Inc
Maryland
$507K +$88.2K +180 +26%
BGAI
2594
Bruce G. Allen Investments
Colorado
$507K +$27.9K +57 +6%
HCM
2595
Hengehold Capital Management
Ohio
$506K +$4.41K +9 +0.9%
HWA
2596
HHM Wealth Advisors
Tennessee
$505K -$21.6K -44 -4%
WRPWM
2597
Werba Rubin Papier Wealth Management
California
$504K +$130K +266 +37%
NPP
2598
New Potomac Partners
Maryland
$504K – – –
AA
2599
Axiom Advisory
California
$503K +$503K +1,026 New
HVP
2600
Hudson Value Partners
Florida
$503K -$55.9K -114 -10%