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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
3076
Beam Wealth Advisors
Louisiana
$255K +$533 +1 +0.2%
TIM
3077
Tortoise Investment Management
New York
$254K +$65.6K +123 +34%
ASG
3078
Ariston Services Group
California
$254K +$258K +483 New
LWM
3079
Lakeridge Wealth Management
Ohio
$254K +$258K +483 New
Cohen & Steers
3080
Cohen & Steers
New York
$254K
MWS
3081
Maxwell Wealth Strategies
California
$254K +$257K +482 New
LC
3082
LCNB Corp
Ohio
$253K +$19.2K +36 +8%
VC
3083
Vicus Capital
Pennsylvania
$252K -$779K -1,460 -75%
EF
3084
Exeter Financial
Arizona
$252K +$533 +1 +0.2%
HBWM
3085
Hollow Brook Wealth Management
New York
$252K
NAS
3086
NWF Advisory Services
California
$252K +$7.47K +14 +3%
SF
3087
Slagle Financial
Illinois
$251K +$277K +520 +121%
FP
3088
Fiduciary Planning
Florida
$251K -$571K -1,071 -69%
LWM
3089
LongView Wealth Management
Georgia
$251K +$249K +466 New
ESBC
3090
E.S. Barr & Co
Kentucky
$250K +$253K +474 New
HCM
3091
Howard Capital Management
Georgia
$249K +$16.5K +31 +7%
AIP
3092
Almanack Investment Partners
Pennsylvania
$248K
CAM
3093
Crestone Asset Management
Colorado
$248K +$12.8K +24 +5%
CCP
3094
Clough Capital Partners
Massachusetts
$247K
GC
3095
Gilbert & Cook
Iowa
$247K +$6.4K +12 +3%
A
3096
AJOVista
Massachusetts
$247K +$250K +469 New
LA
3097
Lane & Associates
New Jersey
$247K -$4.27K -8 -2%
CI
3098
Carroll Investors
South Carolina
$246K -$23.5K -44 -9%
PWP
3099
Private Wealth Partners
California
$245K
JTWM
3100
Jackson Thornton Wealth Management
Alabama
$245K +$34.7K +65 +16%