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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
3051
Crown Wealth Group
North Carolina
$341K +$2.84K +5 +0.7%
GS
3052
GWN Securities
Florida
$341K +$365K +642 New
PWA
3053
Physician Wealth Advisors
Utah
$340K -$3.98K -7 -1%
WN
3054
Williams & Novak
California
$340K
RIG
3055
Renaissance Investment Group
Massachusetts
$338K -$186K -327 -33%
MAM
3056
Milestone Asset Management
Pennsylvania
$338K -$7.39K -13 -2%
FAM
3057
Flaharty Asset Management
Florida
$338K -$3.41K -6 -0.9%
WAS
3058
Winch Advisory Services
Wisconsin
$338K +$25K +44 +7%
BF
3059
bLong Financial
Tennessee
$337K +$379K +667 New
D
3060
Dentgroup
Louisiana
$336K -$568 -1 -0.2%
C
3061
Covestor
United Kingdom
$336K +$40.3K +71 +12%
TWA
3062
Talisman Wealth Advisors
New Jersey
$336K -$4.54K -8 -1%
AA
3063
Aufman Associates
Pennsylvania
$335K
IA
3064
IMZ Advisory
Florida
$335K +$1.71K +3 +0.5%
LFP
3065
Lakeshore Financial Planning
Michigan
$334K
BBI
3066
Baxter Bros Inc
Connecticut
$334K -$10.2K -18 -3%
DEM
3067
Disciplined Equity Management
Florida
$334K
AA
3068
AJ Advisors
Tennessee
$334K +$15.3K +27 +4%
OCM
3069
Objective Capital Management
Ohio
$334K -$84.1K -148 -18%
OCM
3070
Orion Capital Management
California
$333K -$17K -30 -4%
TWM
3071
TCFG Wealth Management
California
$333K
TIM
3072
Tortoise Investment Management
New York
$332K +$26.1K +46 +8%
TFM
3073
TFC Financial Management
Massachusetts
$332K -$13.1K -23 -3%
Cohen & Steers
3074
Cohen & Steers
New York
$332K +$98.9K +174 +36%
TS
3075
TradeWell Securities
Indiana
$332K +$373K +656 New