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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MWS
2676
MFA Wealth Services
California
$488K -$40.9K -80 -8%
SFB
2677
STAR Financial Bank
Indiana
$488K -$64.4K -126 -12%
SFC
2678
Swisher Financial Concepts
Ohio
$488K +$83.3K +163 +21%
OAS
2679
Optivise Advisory Services
Tennessee
$487K +$35.3K +69 +8%
WIM
2680
WealthPlan Investment Management
Nebraska
$487K -$164K -320 -26%
SW
2681
StrongBox Wealth
Missouri
$487K -$18.9K -37 -4%
RWI
2682
Red Wave Investments
Pennsylvania
$487K
HWM
2683
Horizon Wealth Management
Illinois
$486K +$35.8K +70 +8%
DWM
2684
Darwin Wealth Management
Florida
$485K
WPC
2685
White Pine Capital
Minnesota
$485K +$51.6K +101 +12%
MCA
2686
MSH Capital Advisors
Arizona
$484K -$8.69K -17 -2%
FVWA
2687
Foster Victor Wealth Advisors
South Carolina
$484K -$26.6K -52 -6%
CF
2688
Clarity Financial
Texas
$484K -$310K -606 -40%
TAM
2689
Townsend Asset Management
North Carolina
$484K -$222K -435 -32%
KA
2690
Kerrisdale Advisers
Florida
$483K -$475K -930 -50%
NECFA
2691
New England Capital Financial Advisors
Connecticut
$482K +$511 +1 +0.1%
RWA
2692
Rooted Wealth Advisors
Illinois
$482K +$27.6K +54 +6%
BC
2693
Barrett & Company
Rhode Island
$481K
WCF
2694
West Coast Financial
California
$481K -$328K -641 -41%
PPW
2695
Pasadena Private Wealth
California
$481K +$32.2K +63 +7%
KOMWMG
2696
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K -$20.4K -40 -4%
EA
2697
Emerald Advisors
Washington
$478K +$79.7K +156 +21%
WIA
2698
Wealthedge Investment Advisors
New York
$478K -$133K -260 -22%
MC
2699
Matisse Capital
Oregon
$477K -$9.71K -19 -2%
QFW
2700
QTR Family Wealth
Florida
$476K +$465K +909 New