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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
3076
Cohen & Steers
New York
$332K +$98.9K +174 +36%
TS
3077
TradeWell Securities
Indiana
$332K +$373K +656 New
IFO
3078
Independent Family Office
New York
$331K – – –
IWM
3079
Integris Wealth Management
California
$331K +$96.6K +170 +35%
LC
3080
Landaas & Company
Wisconsin
$330K – – –
BAWM
3081
Bennett Associates Wealth Management
Pennsylvania
$330K +$132K +233 +56%
CFO
3082
Custos Family Office
Texas
$330K -$1.71K -3 -0.5%
KSWWM
3083
Keyes Stange & Wooten Wealth Management
Florida
$329K -$430K -757 -54%
EAM
3084
Evanson Asset Management
California
$328K – – –
PW
3085
Peninsula Wealth
California
$327K +$17K +30 +5%
AlphaCore Capital
3086
AlphaCore Capital
California
$327K +$23.3K +41 +7%
USB
3087
Union Savings Bank
Connecticut
$327K – – –
IAA
3088
Ironsides Asset Advisors
North Carolina
$327K – – –
DA
3089
Dash Acquisitions
California
$327K – – –
TFA
3090
Tobias Financial Advisors
Florida
$326K +$27.3K +48 +8%
HHRDM
3091
H&H Retirement Design & Management
Nevada
$326K -$80.7K -142 -17%
FF
3092
Francis Financial
$325K +$172K +302 +48%
TFA
3093
Teamwork Financial Advisors
Texas
$323K +$23.3K +41 +7%
MWM
3094
Mascoma Wealth Management
New Hampshire
$323K -$8.52K -15 -2%
RA
3095
Rise Advisors
New York
$323K -$568 -1 -0.2%
CCA
3096
Cottonwood Capital Advisors
Utah
$323K -$18.2K -32 -5%
SA
3097
Stewardship Advisors
Pennsylvania
$322K +$69.3K +122 +24%
LI
3098
Lafayette Investments
Maryland
$321K -$36.9K -65 -9%
GIP
3099
Greatmark Investment Partners
Georgia
$321K -$11.4K -20 -3%
AWAP
3100
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$320K – – –