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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
HA
3026
Helium Advisors
Washington
$317K – – –
OPWM
3027
Oakwell Private Wealth Management
Texas
$317K +$35.3K +69 +13%
CCM
3028
Coerente Capital Management
Ontario, Canada
$317K – – –
MHWM
3029
Montz Harcus Wealth Management
Louisiana
$317K +$309K +605 New
WI
3030
WBI Investments
New Jersey
$316K +$309K +604 New
SGWM
3031
Sterling Group Wealth Management
California
$316K – – –
RBFC
3032
Roman Butler Fullerton & Co
Missouri
$316K +$2.04K +4 +0.7%
WSWA
3033
Warren Street Wealth Advisors
California
$315K -$117K -229 -28%
KAM
3034
Knightsbridge Asset Management
California
$315K +$307K +601 New
GAM
3035
Gemmer Asset Management
California
$314K -$73.1K -143 -19%
BSSFA
3036
Baron Silver Stevens Financial Advisors
Florida
$313K -$70K -137 -19%
OFS
3037
Oldfather Financial Services
Nebraska
$313K -$6.65K -13 -2%
MTC
3038
McDaniel Terry & Co
Texas
$313K -$5.62K -11 -2%
MWA
3039
Muirfield Wealth Advisors
North Carolina
$313K -$71.6K -140 -19%
OPTFSNA
3040
Old Point Trust & Financial Services N A
Virginia
$312K – – –
FCFC
3041
First Citizens Financial Corp
Iowa
$312K +$25K +49 +9%
EPA
3042
Element Pointe Advisors
Florida
$311K -$9.71K -19 -3%
CFAM
3043
Center For Asset Management
Florida
$311K -$8.18K -16 -3%
WIM
3044
Warwick Investment Management
Texas
$310K +$12.3K +24 +4%
RPCONE
3045
Retirement Planning Company of New England
Rhode Island
$310K +$25.6K +50 +9%
MAM
3046
Mainsail Asset Management
Alabama
$309K +$20.4K +40 +7%
FI
3047
Financial Insights
Washington
$309K +$302K +590 New
IFO
3048
Independent Family Office
New York
$309K -$33.2K -65 -10%
Krane Funds Advisors
3049
Krane Funds Advisors
New York
$308K +$301K +588 New
BCM
3050
BluePointe Capital Management
California
$307K +$300K +587 New