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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
3026
Halbert Hargrove Global Advisors
California
$46.4K +$24.2K +80 +148%
MAS
3027
MPWM Advisory Solutions
Georgia
$45.2K +$36.3K +120 +1,091%
RWS
3028
Retirement Wealth Solutions
Wisconsin
$44.9K -$20.9K -69 -35%
CPG
3029
Cornerstone Planning Group
New Jersey
$44K +$246K +813 +201%
WOC
3030
West Oak Capital
California
$43.2K
PPA
3031
Painted Porch Advisors
California
$43.2K -$7.86K -26 -17%
RTC
3032
Riverview Trust Company
Washington
$43.2K
UBP
3033
Union Bancaire Privee
Switzerland
$42.3K
NMG
3034
New Millennium Group
Utah
$42.3K -$4.54K -15 -11%
TCM
3035
TruNorth Capital Management
Michigan
$41.4K -$4.23K -14 -10%
TPBG
3036
Turning Point Benefit Group
Maryland
$41.1K +$35.7K +118 New
KB
3037
Kimelman & Baird
New York
$40.4K
NRG
3038
Nemes Rush Group
Michigan
$39K -$5.74M -18,975 -99%
DWA
3039
Delos Wealth Advisors
Texas
$38K
KTC
3040
Kentucky Trust Company
Kentucky
$36.9K -$10.9K -36 -25%
SC
3041
Solstein Capital
California
$35.9K
CFP
3042
Comprehensive Financial Planning
Pennsylvania
$35.1K -$15.1K -50 -33%
RPA
3043
Redwood Park Advisors
California
$34.7K
APW
3044
Atlantic Private Wealth
North Carolina
$34.5K
HWM
3045
Horizons Wealth Management
North Carolina
$34.5K
ICM
3046
Islay Capital Management
Texas
$34.5K
SWP
3047
SIMA Wealth Partners
Virginia
$34.5K
LWA
3048
Lowe Wealth Advisors
Maryland
$34.5K
GFWA
3049
Grey Fox Wealth Advisors
Delaware
$33.4K +$29.3K +97 New
FRA
3050
Front Row Advisors
California
$33.1K