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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
3126
Frazier Financial Advisors
Ohio
$310K -$3.98K -7 -1%
DF
3127
Dunhill Financial
United Kingdom
$310K +$110K +194 +46%
LIA
3128
LBMC Investment Advisors
Tennessee
$310K -$19.9K -35 -5%
EPA
3129
Element Pointe Advisors
Florida
$310K – – –
NOI
3130
Newton One Investments
Delaware
$309K -$35.8K -63 -9%
OFS
3131
Oldfather Financial Services
Nebraska
$309K -$9.09K -16 -3%
1WM
3132
1858 Wealth Management
Ohio
$309K +$21K +37 +6%
CJL
3133
Cyrus J. Lawrence
New York
$309K +$17K +30 +5%
XWM
3134
Xcel Wealth Management
Florida
$309K – – –
CFAM
3135
Center For Asset Management
Florida
$308K +$109K +192 +46%
MTC
3136
McDaniel Terry & Co
Texas
$308K – – –
KBFS
3137
Kohmann Bosshard Financial Services
Ohio
$308K – – –
WA
3138
WBH Advisory
Maryland
$307K +$95.5K +168 +38%
CIA
3139
Compass Ion Advisors
Pennsylvania
$307K +$2.84K +5 +0.8%
TMWM
3140
Taylor & Morgan Wealth Management
Michigan
$307K -$81.3K -143 -19%
HA
3141
Helium Advisors
Washington
$306K +$344K +605 New
CCM
3142
Coerente Capital Management
Ontario, Canada
$306K – – –
RA
3143
Ransom Advisory
Rhode Island
$306K +$84.1K +148 +32%
SGWM
3144
Sterling Group Wealth Management
California
$306K – – –
SWM
3145
SK Wealth Management
Rhode Island
$304K – – –
HGA
3146
Hobbs Group Advisors
South Carolina
$302K -$60.8K -107 -15%
NG
3147
Northstar Group
New York
$301K +$7.39K +13 +2%
TC
3148
Truvestments Capital
Florida
$301K +$2.27K +4 +0.7%
OPTFSNA
3149
Old Point Trust & Financial Services N A
Virginia
$301K – – –
CAWM
3150
Capital Advisors Wealth Management
Washington
$301K +$61.9K +109 +22%