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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
3126
Retirement Planning Company of New England
Rhode Island
$239K +$1.6K +3 +0.7%
MIH
3127
Meitav Investment House
Israel
$238K -$23.6M -44,200 -99%
MWM
3128
McNaughton Wealth Management
California
$238K +$242K +453 New
AIIMS
3129
Analyst IMS Investment Management Services
Israel
$238K +$19.2K +36 +9%
DI
3130
Diligent Investors
California
$237K +$533 +1 +0.2%
TCPWM
3131
Traverso Chambers Private Wealth Management
California
$237K -$5.87K -11 -2%
OCM
3132
Orser Capital Management
Texas
$237K – – –
PWM
3133
Purus Wealth Management
California
$237K +$240K +450 New
LAM
3134
Lifestyle Asset Management
Texas
$236K -$18.1K -34 -7%
FL
3135
Fort LP
Maryland
$236K -$60.3K -113 -20%
RWM
3136
Revisor Wealth Management
Ohio
$235K -$557K -1,044 -70%
HC
3137
Hara Capital
Washington
$235K +$238K +447 New
MF
3138
Manchester Financial
California
$234K -$10.7K -20 -4%
PCFFS
3139
Pacific Center for Financial Services
California
$234K -$1.07K -2 -0.4%
ACM
3140
AUA Capital Management
Pennsylvania
$234K – – –
ICM
3141
Intrepid Capital Management
Florida
$234K +$16.5K +31 +7%
WFA
3142
Wade Financial Advisory
California
$233K -$5.87K -11 -2%
EWA
3143
ERTS Wealth Advisors
Michigan
$233K -$2.13K -4 -0.9%
MAM
3144
Mystic Asset Management
Rhode Island
$233K +$16K +30 +7%
TWP
3145
Tempus Wealth Planning
California
$232K +$235K +441 New
MWA
3146
Motive Wealth Advisors
Michigan
$232K -$53.9K -101 -19%
FIBT
3147
First International Bank & Trust
North Dakota
$232K -$223K -418 -49%
HL
3148
HeadInvest LLC
Maine
$231K -$13.9K -26 -6%
VIA
3149
Virtus Investment Advisers
Connecticut
$231K +$42.7K +80 +22%
CPP
3150
Capasso Planning Partners
South Carolina
$230K +$4.27K +8 +2%