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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
GG
3076
Gleason Group
Kentucky
$28.3K +$382 +1 +1%
DFA
3077
DHJJ Financial Advisors
Illinois
$27.4K -$21K -55 -38%
CIR
3078
Clear Investment Research
Georgia
$27.3K +$1.91K +5 +6%
CWM
3079
Cranbrook Wealth Management
Michigan
$27.1K – – –
BWM
3080
Bullock Wealth Management
Indiana
$26.8K -$380K -994 -92%
CWM
3081
Copia Wealth Management
Oregon
$25.9K – – –
IWP
3082
IAG Wealth Partners
Wisconsin
$25K – – –
PFA
3083
Pillar Financial Advisors
Kentucky
$25K – – –
LFASL
3084
Lugano Financial Advisors SA (LFA)
Switzerland
$25K +$30.6K +80 New
OBWP
3085
O'Brien Wealth Partners
Massachusetts
$24K -$3.82K -10 -11%
RF
3086
Robinswood Financial
Washington
$24K – – –
RWM
3087
Rialto Wealth Management
New York
$23.7K -$16.8K -44 -37%
GK
3088
Graney & King
New York
$23.2K +$5.35K +14 +23%
RTL
3089
Red Tortoise LLC
Georgia
$23.1K -$2.67K -7 -9%
EA
3090
Evolution Advisers
Virginia
$23K – – –
ABWM
3091
Alpine Bank Wealth Management
Colorado
$22.1K -$105K -274 -79%
PWA
3092
Provenance Wealth Advisors
Florida
$21.5K -$303K -794 -92%
HIW
3093
Holos Integrated Wealth
Pennsylvania
$21.3K -$161K -420 -83%
SR
3094
Syntax Research
Florida
$20.9K – – –
SRCM
3095
Signature Resources Capital Management
California
$20.9K +$1.53K +4 +6%
FWA
3096
Flagship Wealth Advisors
Massachusetts
$20.6K +$18.7K +49 +288%
MPW
3097
MASECO Private Wealth
$20.3K +$24.8K +65 New
PWMA
3098
Pension & Wealth Management Advisors
Massachusetts
$20.3K -$38.2K -100 -61%
PC
3099
Promus Capital
Illinois
$19.7K – – –
HWA
3100
Heritage Wealth Advisors
Virginia
$19.5K -$138K -361 -85%