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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
TF
2801
Trek Financial
Arizona
$248K +$20.7K +61 +9%
SOAMC
2802
Spirit of America Management Corp
New York
$248K -$136K -400 -35%
SAA
2803
Southeast Asset Advisors
Georgia
$248K -$3.39K -10 -1%
WIA
2804
Wetzel Investment Advisors
Indiana
$247K -$339 -1 -0.1%
RFW
2805
Rainier Family Wealth
Washington
$246K +$253K +746 New
FDP
2806
Financiere des Professionnels
Quebec, Canada
$246K -$46.1K -136 -15%
TCM
2807
Towercrest Capital Management
Pennsylvania
$246K -$8.47K -25 -3%
DWP
2808
Destiny Wealth Partners
Florida
$246K -$339 -1 -0.1%
VIP
2809
Vista Investment Partners
Oklahoma
$246K -$1.69K -5 -0.7%
SF
2810
Seros Financial
Arizona
$245K +$339 +1 +0.1%
ANBOT
2811
American National Bank of Texas
Texas
$245K -$33.5K -99 -12%
DWM
2812
Ducere Wealth Management
California
$244K +$251K +740 New
BRM
2813
Boston Research & Management
Massachusetts
$244K – – –
AA
2814
Argent Advisors
Louisiana
$244K -$102K -300 -29%
EWS
2815
Evergreen Wealth Solutions
Pennsylvania
$244K -$2.71K -8 -1%
4WM
2816
4J Wealth Management
Virginia
$244K +$7.12K +21 +3%
WPW
2817
Watershed Private Wealth
Illinois
$244K – – –
HBT
2818
Hills Bank & Trust
Iowa
$244K +$250K +738 New
NPT
2819
Nixon Peabody Trust
Massachusetts
$244K +$250K +738 New
MFP
2820
Meridian Financial Partners
Virginia
$243K -$289K -853 -55%
BMA
2821
Brooks Moore & Associates
Tennessee
$243K +$33.9K +100 +16%
CWA
2822
Capital Wealth Alliance
Arizona
$243K – – –
CG
2823
Clarus Group
Texas
$243K -$6.78K -20 -3%
CCM
2824
Crew Capital Management
Ohio
$241K +$248K +731 New
AWMG
2825
Alliance Wealth Management Group
New Jersey
$241K -$8.47K -25 -3%