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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
2751
Wendell David Associates
New Hampshire
$401K – – –
RA
2752
Rational Advisors
New York
$401K +$386K +787 New
TWP
2753
Tempus Wealth Planning
California
$399K +$64.7K +132 +20%
BSB
2754
Bangor Savings Bank
Maine
$399K +$16.7K +34 +5%
AWM
2755
Aviso Wealth Management
Washington
$399K -$1.47K -3 -0.4%
OFW
2756
Omnia Family Wealth
Florida
$398K +$33.8K +69 +10%
CWM
2757
Cherrydale Wealth Management
New Jersey
$398K +$42.6K +87 +13%
CFSG
2758
Clark Financial Services Group
Missouri
$398K +$12.3K +25 +3%
TWA
2759
Tandem Wealth Advisors
Arizona
$398K – – –
SICM
2760
Sustainable Insight Capital Management
New York
$398K +$12.3K +25 +3%
MAP
2761
Moody Aldrich Partners
Massachusetts
$397K -$167K -340 -30%
IAMOG
2762
Investors Asset Management of Georgia
Georgia
$397K -$49K -100 -11%
BWP
2763
Bernardo Wealth Planning
Pennsylvania
$397K -$14.2K -29 -4%
BL
2764
Balentine LLC
Georgia
$394K -$8.41M -17,153 -96%
KWM
2765
Kaydan Wealth Management
Michigan
$394K -$21.1K -43 -5%
KC
2766
Kinloch Capital
Virginia
$394K +$53.9K +110 +17%
BAM
2767
Byrne Asset Management
New Jersey
$394K +$397K +810 New
WCFA
2768
Walkner Condon Financial Advisors
Wisconsin
$394K +$31.4K +64 +9%
TMWM
2769
Taylor & Morgan Wealth Management
Michigan
$394K – – –
CWA
2770
Continuum Wealth Advisors
New York
$393K -$9.31K -19 -2%
FFA
2771
Fi3 Financial Advisors
Indiana
$393K +$5.88K +12 +2%
JF
2772
Jump Financial
Illinois
$393K -$16.1M -32,868 -98%
GAM
2773
Garrison Asset Management
Arkansas
$393K +$980 +2 +0.3%
HWP
2774
Heritage Wealth Partners
Ohio
$392K -$461K -941 -55%
CSPAM
2775
Cary Street Partners Asset Management
Virginia
$391K +$376K +767 New