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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
3051
Guardian Wealth Management (Illinois)
Illinois
$61.5K – – –
CAM
3052
Chesapeake Asset Management
New York
$61.4K – – –
HF
3053
Halpern Financial
Virginia
$61K +$13.2K +27 +27%
ITFISA
3054
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$60.6K +$61.6K +126 New
WOC
3055
West Oak Capital
California
$60.1K – – –
OA
3056
Operose Advisors
Wisconsin
$59.6K – – –
BAM
3057
Bellevue Asset Management
Washington
$58.6K – – –
TLA
3058
Tanglewood Legacy Advisors
Texas
$58.6K – – –
RWM
3059
Ruedi Wealth Management
Illinois
$58.2K – – –
LFA
3060
Level Financial Advisors
New York
$58.2K +$15.2K +31 +34%
OAJ
3061
Ogorek Anthony Joseph
New York
$58K – – –
NF
3062
Norwood Financial
Pennsylvania
$57.2K +$41.1K +84 +240%
FSWA
3063
Financial Synergies Wealth Advisors
Texas
$56.2K -$1.96K -4 -3%
LWA
3064
Lowe Wealth Advisors
Maryland
$53.9K -$53.3K -109 -49%
BSWA
3065
Bromfield Sneider Wealth Advisors
Massachusetts
$50.5K – – –
SC
3066
Solstein Capital
California
$50K +$2.93K +6 +6%
ODG
3067
O'Dell Group
Ohio
$49.5K +$50.4K +103 New
HWM
3068
Horizons Wealth Management
North Carolina
$48.3K +$48.9K +100 New
BHWM
3069
Beaird Harris Wealth Management
Texas
$48.1K – – –
GJIA
3070
Glass Jacobson Investment Advisors
Maryland
$47.1K +$47.9K +98 New
GIS
3071
Grayhawk Investment Strategies
Alberta, Canada
$45.2K – – –
PPWM
3072
PFG Private Wealth Management
Florida
$43.7K – – –
CCMI
3073
Creative Capital Management Investments
California
$42.3K -$52.3K -107 -55%
CIR
3074
Clear Investment Research
Georgia
$42K +$5.38K +11 +14%
CMA
3075
Cedar Mountain Advisors
Oregon
$39.9K +$978 +2 +2%
121 122
123
124 125