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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3026
Activest Wealth Management
Florida
$129K +$54K +102 +72%
TFM
3027
TFC Financial Management
Massachusetts
$129K -$5.3K -10 -4%
TCWA
3028
Ten Capital Wealth Advisors
Washington
$129K -$37.6K -71 -23%
VIA
3029
Virtus Investment Advisers
Connecticut
$129K – – –
TCM
3030
TD Capital Management
Tennessee
$127K – – –
DI
3031
Disciplined Investments
Oklahoma
$126K -$45K -85 -26%
LWA
3032
Lowe Wealth Advisors
Maryland
$123K -$21.2K -40 -15%
CH
3033
Canton Hathaway
Rhode Island
$122K – – –
AA
3034
Addison Advisors
Vermont
$120K -$14.3K -27 -11%
MFT
3035
Moisand Fitzgerald Tamayo
Florida
$119K +$54.6K +103 +85%
MIHAS
3036
Maj Invest Holding A/S
Denmark
$118K +$118K +222 New
NSB
3037
Norway Savings Bank
Maine
$118K – – –
FCG
3038
Financial Connections Group
California
$113K – – –
HC
3039
Hoese & Co
Minnesota
$108K -$7.42K -14 -7%
Q
3040
QVR
California
$107K -$1.1M -2,080 -91%
AWM
3041
Abound Wealth Management
Tennessee
$107K -$24.9K -47 -19%
CWA
3042
Clearview Wealth Advisors
Oregon
$104K +$4.24K +8 +4%
GMA
3043
Glassy Mountain Advisors
Maryland
$103K +$103K +195 New
TJHA
3044
Thomas J. Herzfeld Advisors
Florida
$103K -$15.9K -30 -13%
DAM
3045
Delta Asset Management
Tennessee
$100K +$100K +189 New
CHA
3046
Carmichael Hill & Associates
Maryland
$98.2K -$7.95K -15 -8%
WAM
3047
WFA Asset Management
Wisconsin
$96.3K -$93.2K -176 -49%
CFG
3048
CKW Financial Group
Hawaii
$93K -$13.2K -25 -13%
BI
3049
Bramshill Investments
Florida
$92.4K +$104K +197 New
CMP
3050
Coston McIsaac & Partners
Maine
$92K – – –