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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
2726
Intentional Wealth Strategies
Colorado
$174K +$191K +642 New
NOI
2727
Newton One Investments
Delaware
$170K +$1.19K +4 +0.6%
Bogart Wealth LLC
2728
Bogart Wealth LLC
Virginia
$169K +$19.4K +65 +12%
PFGWM
2729
Price Financial Group Wealth Management
Oregon
$166K +$153K +514 New
USB
2730
Union Savings Bank
Connecticut
$164K +$47.1K +158 +35%
Fideuram Asset Management (Ireland)
2731
Fideuram Asset Management (Ireland)
$164K -$2.76M -9,279 -94%
HDIM
2732
Hanson & Doremus Investment Management
Vermont
$163K -$23.8K -80 -12%
Migdal Insurance & Financial Holdings
2733
Migdal Insurance & Financial Holdings
Israel
$160K +$298 +1 +0.2%
FA
2734
Fountainhead AM
New Jersey
$157K +$173K +582 New
SN
2735
Sittner & Nelson
Oregon
$157K -$11.9K -40 -6%
PWA
2736
Physician Wealth Advisors
Utah
$157K -$6.55K -22 -4%
MWM
2737
Magnolia Wealth Management
Alabama
$157K +$173K +580 New
1IA
2738
1620 Investment Advisors
Massachusetts
$156K – – –
FUBT
2739
First United Bank & Trust
Maryland
$155K -$3.57K -12 -2%
ACA
2740
American Capital Advisory
Idaho
$155K +$3.28K +11 +2%
TWD
2741
True Wealth Design
Ohio
$152K +$45.6K +153 +38%
GTAM
2742
Global Trust Asset Management
Florida
$151K – – –
KFG
2743
Kingdom Financial Group
Arizona
$149K +$5.96K +20 +4%
LAS
2744
Lloyd Advisory Services
Georgia
$149K +$164K +550 New
FCMT
2745
Founders Capital Management (Texas)
Texas
$149K -$15.8K -53 -9%
Dixon Mitchell Investment Counsel
2746
Dixon Mitchell Investment Counsel
British Columbia, Canada
$144K – – –
AIM
2747
Axiom Investment Management
New York
$144K +$158K +532 New
CB
2748
Centennial Bank
Arkansas
$139K – – –
OPTFSNA
2749
Old Point Trust & Financial Services N A
Virginia
$138K – – –
WA
2750
Whipplewood Advisors
Colorado
$138K +$52.7K +177 +53%