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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3051
IAG Wealth Partners
Wisconsin
$78.7K – – –
BHWM
3052
Bay Harbor Wealth Management
Maryland
$78.7K +$1.48K +3 +2%
GWMIA
3053
Global Wealth Management Investment Advisory
Florida
$77.1K – – –
SPWM
3054
Spartan Planning & Wealth Management
North Carolina
$75.1K +$73.3K +149 New
RBC
3055
Roble Belko & Company
Pennsylvania
$74K – – –
RG
3056
Retirement Group
California
$73.6K – – –
GJIA
3057
Glass Jacobson Investment Advisors
Maryland
$73.6K +$23.6K +48 +49%
NCM
3058
Northwest Capital Management
Oregon
$73.1K – – –
FIM
3059
FWL Investment Management
Texas
$69.6K +$67.9K +138 New
NF
3060
Norwood Financial
Pennsylvania
$66.5K +$6.4K +13 +11%
NSG
3061
Nalls Sherbakoff Group
Tennessee
$65.5K – – –
JMF
3062
Johnson Midwest Financial
Iowa
$65.4K – – –
GWMI
3063
Guardian Wealth Management (Illinois)
Illinois
$64.7K – – –
CAM
3064
Chesapeake Asset Management
New York
$64.5K – – –
WOC
3065
West Oak Capital
California
$63K – – –
DFA
3066
DHJJ Financial Advisors
Illinois
$62.9K +$61.5K +125 New
BAM
3067
Bellevue Asset Management
Washington
$61.5K – – –
TLA
3068
Tanglewood Legacy Advisors
Texas
$61.5K – – –
RWM
3069
Ruedi Wealth Management
Illinois
$61.1K – – –
LFA
3070
Level Financial Advisors
New York
$61.1K – – –
OAJ
3071
Ogorek Anthony Joseph
New York
$61K – – –
FSWA
3072
Financial Synergies Wealth Advisors
Texas
$59K – – –
LWA
3073
Lowe Wealth Advisors
Maryland
$56.6K – – –
SC
3074
Solstein Capital
California
$52.4K – – –
HWM
3075
Horizons Wealth Management
North Carolina
$50.6K – – –
121 122
123
124 125