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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2901
Seed Wealth Management
Illinois
$367K – – –
OFS
2902
Oldfather Financial Services
Nebraska
$367K +$8.48K +15 +2%
BA
2903
Bridge Advisory
California
$366K +$7.92K +14 +2%
WAS
2904
Winch Advisory Services
Wisconsin
$365K +$7.92K +14 +2%
SN
2905
Sittner & Nelson
Oregon
$365K – – –
CWA
2906
CJM Wealth Advisers
Virginia
$365K +$19.8K +35 +6%
CA
2907
Crumly & Associates
Illinois
$364K +$1.7K +3 +0.5%
WB
2908
West Bancorporation
Iowa
$363K +$8.48K +15 +2%
Vista Capital Partners
2909
Vista Capital Partners
Oregon
$361K -$11.9K -21 -3%
FFA
2910
Frazier Financial Advisors
Ohio
$361K -$14.1K -25 -4%
ACC
2911
Acorn Creek Capital
Colorado
$360K +$87.1K +154 +33%
MCC
2912
Malaga Cove Capital
California
$360K – – –
ASG
2913
Ariston Services Group
California
$358K +$73.5K +130 +27%
Element Pointe Advisors
2914
Element Pointe Advisors
Florida
$358K – – –
Tortoise Investment Management
2915
Tortoise Investment Management
New York
$357K +$68.4K +121 +25%
VAM
2916
Verity Asset Management
North Carolina
$357K +$1.13K +2 +0.3%
C1AG
2917
Client 1st Advisory Group
Florida
$357K -$58.8K -104 -15%
XWM
2918
Xcel Wealth Management
Florida
$357K – – –
BIP Wealth
2919
BIP Wealth
Georgia
$357K +$117K +206 +51%
CFG
2920
Carr Financial Group
Massachusetts
$357K +$17.5K +31 +5%
Kohmann Bosshard Financial Services
2921
Kohmann Bosshard Financial Services
Ohio
$355K +$4.52K +8 +1%
OW
2922
Olistico Wealth
Oklahoma
$355K +$3.96K +7 +1%
MTC
2923
McDaniel Terry & Co
Texas
$355K – – –
Legacy Financial Strategies
2924
Legacy Financial Strategies
Kansas
$355K +$14.7K +26 +4%
AlphaCore Capital
2925
AlphaCore Capital
California
$354K +$76.4K +135 +29%