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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
T
3076
TrustBank
Illinois
$92.8K +$95.2K +281 New
MFP
3077
Meramec Financial Planners
Missouri
$91.8K +$113K +332 New
CIA
3078
Cape Investment Advisory
Georgia
$91.4K -$421K -1,242 -82%
TCM
3079
TD Capital Management
Tennessee
$90.6K +$678 +2 +0.7%
FA
3080
Financial Avengers
California
$90.4K -$19.3K -57 -17%
OC
3081
Optima Capital
Oregon
$90.3K +$92.9K +274 New
KFP
3082
Kerr Financial Planning
California
$90K -$2.71K -8 -2%
T
3083
Tidemark
California
$89.9K -$4.07K -12 -4%
CFG
3084
Clayton Financial Group
Missouri
$87.3K +$16.9K +50 +23%
PWMG
3085
Private Wealth Management Group
New Jersey
$87.2K +$15.3K +45 +21%
SAM
3086
Sherman Asset Management
California
$85.8K – – –
HWP
3087
Highline Wealth Partners
California
$85.1K +$12.2K +36 +16%
SWIM
3088
Smallwood Wealth Investment Management
New Jersey
$83.8K – – –
NL
3089
NorthAvenue LLC
Ohio
$82.5K +$84.7K +250 New
LAM
3090
Lummis Asset Management
Texas
$82.2K – – –
BOJHT
3091
Bank of Jackson Hole Trust
Wyoming
$81.2K -$85.7K -253 -51%
PWA
3092
Provenance Wealth Advisors
Florida
$79.9K – – –
CWM
3093
Consultiva Wealth Management
Puerto Rico
$79.6K – – –
BONH
3094
Bank of New Hampshire
New Hampshire
$79.2K – – –
CWM
3095
Copia Wealth Management
Oregon
$79.2K – – –
CG
3096
Curat Global
New Hampshire
$79.2K – – –
EPAM
3097
Evelyn Partners Asset Management
$78.2K +$9.15K +27 +13%
BBPWM
3098
Blue Bell Private Wealth Management
Pennsylvania
$75.3K +$339 +1 +0.4%
VWWMG
3099
Vermillion & White Wealth Management Group
Pennsylvania
$71.7K -$8.47K -25 -10%
AFC
3100
Ares Financial Consulting
California
$71.4K +$73.2K +216 New