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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2901
Howard Wealth Management
Connecticut
$339K -$8K -15 -2%
MTC
2902
McDaniel Terry & Co
Texas
$339K -$853K -1,600 -71%
SWM
2903
Seed Wealth Management
Illinois
$338K
PCS
2904
Private Client Services
Kentucky
$338K +$342K +642 New
LSA
2905
Lansing Street Advisors
Pennsylvania
$338K +$342K +642 New
TSWM
2906
Tyler-Stone Wealth Management
Ohio
$338K +$58.7K +110 +21%
MA
2907
MBA Advisors
Pennsylvania
$337K +$6.4K +12 +2%
BP
2908
BBR Partners
New York
$336K -$370K -693 -52%
CNC
2909
Citizens & Northern Corp
Pennsylvania
$336K -$2.67K -5 -0.8%
MPW
2910
MGO Private Wealth
California
$335K
1WM
2911
1858 Wealth Management
Ohio
$335K +$340K +637 New
WIA
2912
Wetzel Investment Advisors
Indiana
$335K +$340K +637 New
DA
2913
Dash Acquisitions
California
$335K +$25.6K +48 +8%
IFO
2914
Independent Family Office
New York
$335K
OPOWM
2915
One Plus One Wealth Management
Florida
$335K
SC
2916
Stephenson & Company
California
$333K +$338K +633 New
AA
2917
AJ Advisors
Tennessee
$332K +$120K +225 +55%
BIA
2918
BHK Investment Advisors
Alabama
$332K -$178K -333 -35%
CAM
2919
Creekmur Asset Management
Illinois
$332K +$337K +631 New
IAA
2920
Ironsides Asset Advisors
North Carolina
$332K -$30.9K -58 -8%
GAA
2921
Green Alpha Advisors
Colorado
$332K +$336K +630 New
CA
2922
Crumly & Associates
Illinois
$332K -$60.8K -114 -15%
NG
2923
Northstar Group
New York
$331K
EWM
2924
Endowment Wealth Management
Wisconsin
$331K -$5.87K -11 -2%
VCP
2925
Vista Capital Partners
Oregon
$331K +$11.2K +21 +3%