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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2651
Mosley Wealth Management
California
$478K +$484K +907 New
HWMC
2652
Heritage Wealth Management (California)
California
$476K +$483K +905 New
WPWM
2653
Western Pacific Wealth Management
Illinois
$475K +$22.9K +43 +5%
ACP
2654
Aviance Capital Partners
Florida
$474K +$91.7K +172 +24%
BHBT
2655
Burke & Herbert Bank & Trust
Virginia
$474K -$17.1K -32 -3%
ADMI
2656
Albert D. Mason Inc
Massachusetts
$473K – – –
HPWM
2657
High Pines Wealth Management
Massachusetts
$472K +$18.7K +35 +4%
WFA
2658
Wellspring Financial Advisors
Ohio
$471K +$5.87K +11 +1%
CFD
2659
Creative Financial Designs
Indiana
$471K +$6.93K +13 +1%
GSIAS
2660
Garden State Investment Advisory Services
New Jersey
$471K +$121K +227 +34%
WSWA
2661
Warren Street Wealth Advisors
California
$471K +$59.2K +111 +14%
OCM
2662
Objective Capital Management
Ohio
$470K -$29.3K -55 -6%
LWM
2663
Liberty Wealth Management
California
$470K -$2.67K -5 -0.6%
PG
2664
Prostatis Group
Maryland
$470K +$36.8K +69 +8%
SFG
2665
StrategIQ Financial Group
Indiana
$470K +$1.07K +2 +0.2%
Driehaus Capital Management
2666
Driehaus Capital Management
Illinois
$470K -$223K -419 -32%
Y-Intercept (HK)
2667
Y-Intercept (HK)
Hong Kong
$469K +$475K +891 New
CC
2668
Corton Capital
Ontario, Canada
$468K -$134K -252 -22%
LF
2669
Lantz Financial
Illinois
$468K +$40.5K +76 +9%
Fort Pitt Capital Group
2670
Fort Pitt Capital Group
Pennsylvania
$467K +$474K +888 New
JWS
2671
Juncture Wealth Strategies
Arizona
$466K – – –
GIM
2672
Grassi Investment Management
California
$466K – – –
EA
2673
Echo45 Advisors
California
$466K +$13.9K +26 +3%
RW
2674
REDW Wealth
New Mexico
$465K -$14.4K -27 -3%
TW
2675
Towerpoint Wealth
California
$465K -$533 -1 -0.1%