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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
TLA
3076
Tanglewood Legacy Advisors
Texas
$64.7K +$64.6K +122 New
BAM
3077
Bellevue Asset Management
Washington
$64.2K
DWA
3078
Delos Wealth Advisors
Texas
$64.2K
RWM
3079
Ruedi Wealth Management
Illinois
$64.2K +$64.1K +121 New
OAJ
3080
Ogorek Anthony Joseph
New York
$64K
FSWA
3081
Financial Synergies Wealth Advisors
Texas
$62K +$21.7K +41 +54%
PA
3082
PSI Advisors
Florida
$61.3K +$530 +1 +0.9%
GFWA
3083
Grey Fox Wealth Advisors
Delaware
$59.4K +$59.3K +112 New
OBWP
3084
O'Brien Wealth Partners
Massachusetts
$55.7K -$73.1K -138 -57%
BSWA
3085
Bromfield Sneider Wealth Advisors
Massachusetts
$55.7K
HF
3086
Halpern Financial
Virginia
$53K
SC
3087
Solstein Capital
California
$52K -$118K -222 -69%
GJIA
3088
Glass Jacobson Investment Advisors
Maryland
$52K +$51.9K +98 New
RTL
3089
Red Tortoise LLC
Georgia
$51.4K +$51.4K +97 New
Point72 Asset Management
3090
Point72 Asset Management
Connecticut
$50.9K -$92.4M -174,440 -100%
PPWM
3091
PFG Private Wealth Management
Florida
$50K -$2.12K -4 -4%
LFA
3092
Level Financial Advisors
New York
$50K +$2.12K +4 +4%
GIS
3093
Grayhawk Investment Strategies
Alberta, Canada
$49.8K -$31.3K -59 -63%
ST
3094
Sageworth Trust
Pennsylvania
$49K +$5.3K +10 +12%
IWP
3095
IAG Wealth Partners
Wisconsin
$45.6K +$22.2K +42 +95%
EE
3096
EWG Elevate
California
$44.5K +$44.5K +84 New
DFCM
3097
Dark Forest Capital Management
Puerto Rico
$44K +$44K +83 New
CMA
3098
Cedar Mountain Advisors
Oregon
$42.9K
AWM
3099
Align Wealth Management
Oklahoma
$42.9K +$45K +85 New
CWM
3100
CarsonAllaria Wealth Management
Illinois
$42K +$41.8K +79 New