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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
2851
Morling Financial Advisors
California
$394K +$385K +753 New
Family Management
2852
Family Management
New York
$394K -$6.13K -12 -2%
CWM
2853
Concentrum Wealth Management
California
$393K +$384K +751 New
CWM
2854
Cherrydale Wealth Management
New Jersey
$393K -$39.9K -78 -9%
Reynders McVeigh Capital Management
2855
Reynders McVeigh Capital Management
Massachusetts
$393K -$1.02K -2 -0.3%
Verus Capital Partners
2856
Verus Capital Partners
Arizona
$393K +$511 +1 +0.1%
XY Planning Network
2857
XY Planning Network
Montana
$392K +$1.53K +3 +0.4%
IIM
2858
Ipswich Investment Management
Massachusetts
$391K -$166K -325 -30%
Biltmore Family Office
2859
Biltmore Family Office
North Carolina
$391K – – –
CWG
2860
Crown Wealth Group
North Carolina
$390K +$35.8K +70 +10%
Arbor Investment Advisors
2861
Arbor Investment Advisors
North Carolina
$390K +$3.58K +7 +0.9%
CSM Advisors
2862
CSM Advisors
Pennsylvania
$390K -$2.56K -5 -0.7%
FFC
2863
Frederick Financial Consultants
Maryland
$390K +$107K +209 +39%
Cynosure Group
2864
Cynosure Group
Utah
$390K +$80.3K +157 +27%
Truepoint Inc
2865
Truepoint Inc
Ohio
$389K -$23.5K -46 -6%
Southeast Asset Advisors
2866
Southeast Asset Advisors
Georgia
$389K -$8.69K -17 -2%
RFA
2867
Reyes Financial Architecture
California
$389K -$85.4K -167 -18%
EW
2868
Element Wealth
Mississippi
$389K – – –
WW
2869
Westshore Wealth
California
$388K +$511 +1 +0.1%
SFS
2870
Symphony Financial Services
Ohio
$388K -$15.3K -30 -4%
BRM
2871
Boston Research & Management
Massachusetts
$388K – – –
EWM
2872
Elevatus Welath Management
New York
$387K -$51.1K -100 -12%
WDG
2873
Wealth Dimensions Group
Ohio
$387K +$5.11K +10 +1%
BMA
2874
Brooks Moore & Associates
Tennessee
$386K -$12.8K -25 -3%
Facet Wealth Inc
2875
Facet Wealth Inc
Maryland
$386K -$304K -594 -38%