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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2676
Castle Wealth Management
Florida
$259K +$253K +504 New
IAA
2677
Ironsides Asset Advisors
North Carolina
$258K
CWM
2678
Concentric Wealth Management
California
$257K -$43.7K -87 -15%
FA
2679
Fermata Advisors
California
$257K -$28.6K -57 -10%
LS
2680
Leelyn Smith
Illinois
$257K -$7.53K -15 -3%
AW
2681
Apricus Wealth
South Carolina
$257K
CPA
2682
Cowen Prime Advisors
New York
$257K
NSEDCP
2683
NJ State Employees Deferred Compensation Plan
New Jersey
$257K
PCA
2684
Peddock Capital Advisors
Massachusetts
$257K
AFAS
2685
Acorn Financial Advisory Services
Virginia
$257K +$25.6K +51 +11%
SM
2686
SG3 Management
Puerto Rico
$257K +$251K +500 New
BST
2687
Bath Savings Trust
Maine
$256K -$7.53K -15 -3%
GWM
2688
Gray Wealth Management
Maine
$255K +$20.1K +40 +9%
GAM
2689
Gemmer Asset Management
California
$253K
HPCM
2690
Hunter Perkins Capital Management
Illinois
$253K +$247K +492 New
HPWM
2691
High Pines Wealth Management
Massachusetts
$252K -$4.11M -8,182 -94%
TSWM
2692
Tyler-Stone Wealth Management
Ohio
$252K -$79.8K -159 -24%
FWM
2693
ForthRight Wealth Management
Georgia
$252K
JWA
2694
JFS Wealth Advisors
Pennsylvania
$250K +$19.6K +39 +9%
KIG
2695
Kessler Investment Group
Indiana
$249K -$63.8K -127 -21%
BBW
2696
Blue Barn Wealth
Utah
$249K -$38.7K -77 -14%
GIM
2697
Grassi Investment Management
California
$249K +$244K +485 New
HLOC
2698
H.L. Ormond & Company
North Carolina
$248K -$122K -242 -33%
IWN
2699
Independent Wealth Network
Iowa
$248K -$27.6K -55 -10%
MA
2700
MAS Advisors
Florida
$248K +$10.5K +21 +5%