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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2876
Consilio Wealth Advisors
Washington
$247K +$247K +466 New
MWP
2877
Meridian Wealth Partners
Pennsylvania
$247K +$27K +51 +12%
BFP
2878
Briaud Financial Planning
Texas
$247K -$54K -102 -18%
MWP
2879
Meredith Wealth Planning
Illinois
$247K +$247K +466 New
FWM
2880
FMB Wealth Management
California
$247K +$246K +465 New
IAG
2881
Investment Advisory Group
Massachusetts
$246K – – –
LAM
2882
Lifestyle Asset Management
Texas
$245K +$245K +463 New
BWM
2883
BlackDiamond Wealth Management
New York
$245K +$24.4K +46 +10%
HBWM
2884
Hollow Brook Wealth Management
New York
$245K +$25.4K +48 +12%
AFAS
2885
Acorn Financial Advisory Services
Virginia
$244K +$10.1K +19 +4%
EMFAT
2886
Emerald Mutual Fund Advisers Trust
Pennsylvania
$244K -$42.9K -81 -15%
FWM
2887
Focused Wealth Management
New York
$244K +$56.7K +107 +30%
LF
2888
LifeSteps Financial
California
$243K – – –
JC
2889
Jacobs & Co
California
$243K – – –
BWAM
2890
Boyd Watterson Asset Management
Ohio
$243K +$243K +458 New
KIG
2891
Kennedy Investment Group
New Jersey
$243K +$243K +458 New
MF
2892
Manchester Financial
California
$242K -$7.42K -14 -3%
ODIJL
2893
One Day In July LLC
Vermont
$242K -$7.95K -15 -3%
TI
2894
TTP Investments
California
$242K -$1.59K -3 -0.7%
DI
2895
Diligent Investors
California
$242K +$5.3K +10 +2%
BC
2896
Bridgefront Capital
Texas
$242K +$242K +456 New
IWN
2897
Independent Wealth Network
Iowa
$241K -$24.9K -47 -9%
WCG
2898
Weaver Consulting Group
California
$241K +$1.59K +3 +0.7%
NAM
2899
NTV Asset Management
West Virginia
$241K +$17K +32 +8%
AWM
2900
Aberdeen Wealth Management
Illinois
$241K – – –