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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WF
2901
Wayfinding Financial
Washington
$317K -$93.5K -184 -23%
CWM
2902
Concentric Wealth Management
California
$317K +$71.2K +140 +28%
CFO
2903
Custos Family Office
Texas
$315K -$11.7K -23 -3%
MPW
2904
MGO Private Wealth
California
$315K – – –
BIP Wealth
2905
BIP Wealth
Georgia
$315K +$8.13K +16 +3%
OPOWM
2906
One Plus One Wealth Management
Florida
$315K – – –
HHGA
2907
Halbert Hargrove Global Advisors
California
$313K +$12.7K +25 +4%
WDG
2908
Wealth Dimensions Group
Ohio
$313K -$34.6K -68 -10%
C
2909
Covestor
United Kingdom
$312K +$51.3K +101 +19%
EIA
2910
Edgemoor Investment Advisors
Maryland
$312K -$10.2K -20 -3%
DA
2911
Dash Acquisitions
California
$311K +$13.7K +27 +4%
DWM
2912
Dogwood Wealth Management
Kansas
$311K +$54.4K +107 +20%
NG
2913
Northstar Group
New York
$311K – – –
SC
2914
Stephenson & Company
California
$311K -$2.03K -4 -0.6%
WJA
2915
Willis Johnson & Associates
Texas
$311K +$46.8K +92 +17%
CFP
2916
Cypress Financial Planning
New Jersey
$311K +$319K +628 New
VFG
2917
V2 Financial group
Illinois
$310K +$113K +223 +55%
AA
2918
Aufman Associates
Pennsylvania
$309K – – –
EWM
2919
Endowment Wealth Management
Wisconsin
$309K -$1.52K -3 -0.5%
LFP
2920
Lakeshore Financial Planning
Michigan
$308K – – –
XWM
2921
Xcel Wealth Management
Florida
$308K -$42.7K -84 -12%
BA
2922
Bridge Advisory
California
$307K +$38.6K +76 +14%
CNC
2923
Citizens & Northern Corp
Pennsylvania
$307K -$8.64K -17 -3%
TA
2924
Tactive Advisors
Florida
$307K -$13.7K -27 -4%
SWM
2925
Seed Wealth Management
Illinois
$307K – – –