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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
3001
Laurel Wealth Planning
Minnesota
$270K – – –
KIA
3002
KLR Investment Advisors
Rhode Island
$270K -$129K -253 -32%
BIP
3003
Blue Investment Partners
California
$270K – – –
FCFC
3004
First Citizens Financial Corp
Iowa
$269K +$9.66K +19 +4%
UBV
3005
United Bank (Virginia)
Virginia
$269K +$3.05K +6 +1%
CFGA
3006
Cambridge Financial Group (Arizona)
Arizona
$268K -$51.9K -102 -16%
APW
3007
Acima Private Wealth
Virginia
$266K -$10.2K -20 -4%
GRA
3008
Golden Road Advisors
Florida
$265K -$21.4K -42 -7%
SSW
3009
Smith Shellnut Wilson
Mississippi
$265K – – –
VCG
3010
Vantage Consulting Group
Virginia
$264K +$40.2K +79 +17%
Palisade Capital Management
3011
Palisade Capital Management
New Jersey
$264K -$12.7K -25 -4%
CWA
3012
Clarity Wealth Advisors
California
$263K +$2.03K +4 +0.8%
CCM
3013
Crew Capital Management
Ohio
$263K +$270K +531 New
FPFS
3014
First Personal Financial Services
North Carolina
$262K -$33.6K -66 -11%
VAM
3015
Verity Asset Management
North Carolina
$262K +$508 +1 +0.2%
SFC
3016
Strategic Financial Concepts
Texas
$261K +$268K +528 New
ELM
3017
Elite Life Management
Florida
$261K +$5.08K +10 +2%
FWM
3018
Focused Wealth Management
New York
$260K +$6.1K +12 +2%
RFA
3019
Rollins Financial Advisors
New York
$260K +$268K +527 New
TFG
3020
Team Financial Group
California
$260K -$26.4K -52 -9%
CC
3021
Corton Capital
Ontario, Canada
$260K -$185K -363 -41%
LF
3022
LifeSteps Financial
California
$260K – – –
KCIC
3023
Kuhn & Co Investment Counsel
Illinois
$260K -$770K -1,514 -74%
SL
3024
Sentry LLC
Tennessee
$260K -$508 -1 -0.2%
AFC
3025
AFT Forsyth & Company
Florida
$259K -$140K -275 -34%