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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2701
Cherry Tree Wealth Management
Minnesota
$200K -$8.34K -28 -4%
CCM
2702
Canal Capital Management
Virginia
$200K -$124K -418 -36%
BRM
2703
Boston Research & Management
Massachusetts
$200K
MEG
2704
Millstone Evans Group
Colorado
$199K +$4.17K +14 +2%
ATC
2705
Adirondack Trust Company
New York
$198K -$64.9K -218 -23%
CM
2706
Capula Management
Cayman Islands
$197K +$217K +727 New
TFM
2707
TFC Financial Management
Massachusetts
$195K -$106K -355 -33%
CCM
2708
Copeland Capital Management
Pennsylvania
$195K -$32.5K -109 -13%
TC
2709
Truvestments Capital
Florida
$191K +$146K +491 +227%
APW
2710
Atlantic Private Wealth
North Carolina
$189K -$720K -2,419 -78%
WB
2711
Webster Bank
Connecticut
$189K -$60.8K -204 -23%
LWMI
2712
Legacy Wealth Management (Idaho)
Idaho
$187K -$18.8K -63 -8%
BG
2713
Bollard Group
Massachusetts
$186K -$2.08K -7 -1%
BC
2714
Barrett & Company
Rhode Island
$185K +$60.5K +203 +42%
LHEI
2715
Leo H. Evart Inc
California
$185K +$203K +682 New
ME
2716
McIlrath & Eck
Washington
$182K +$893 +3 +0.4%
VC
2717
Vestor Capital
Illinois
$180K -$56.9K -191 -22%
AGWCA
2718
Annis Gardner Whiting Capital Advisors
Florida
$179K -$143K -481 -42%
SWA
2719
SOA Wealth Advisors
New York
$175K -$7.45K -25 -4%
QL
2720
Quarry LP
New York
$175K -$125K -420 -39%
IWS
2721
Intentional Wealth Strategies
Colorado
$174K +$191K +642 New
NOI
2722
Newton One Investments
Delaware
$170K +$1.19K +4 +0.6%
BWL
2723
Bogart Wealth LLC
Virginia
$169K +$19.4K +65 +12%
PFGWM
2724
Price Financial Group Wealth Management
Oregon
$166K +$153K +514 New
USB
2725
Union Savings Bank
Connecticut
$164K +$47.1K +158 +35%