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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
3126
Lakewood Asset Management
Illinois
$281K -$14.3K -28 -5%
WCM
3127
Wealthcare Capital Management
Virginia
$281K +$13.8K +27 +5%
Destination Wealth Management
3128
Destination Wealth Management
California
$281K -$15.8K -31 -5%
CWA
3129
Clarity Wealth Advisors
California
$281K -$10.2K -20 -4%
NPT
3130
Nixon Peabody Trust
Massachusetts
$281K +$69.5K +136 +34%
YP
3131
YANKCOM Partnership
South Dakota
$280K -$834K -1,631 -75%
FPL
3132
Fortress Private Ledger
North Carolina
$279K +$272K +533 New
HOWA
3133
Heritage Oak Wealth Advisors
Florida
$279K -$141K -275 -34%
IAG
3134
Investment Advisory Group
Massachusetts
$279K +$2.04K +4 +0.8%
WAS
3135
Wealth Advisory Solutions
Indiana
$279K -$8.85M -17,315 -97%
CCM
3136
Crew Capital Management
Ohio
$278K – – –
EIA
3137
Edgemoor Investment Advisors
Maryland
$278K – – –
LF
3138
LifeSteps Financial
California
$275K – – –
OMIC
3139
Old Mission Investment Co
Michigan
$275K +$12.8K +25 +5%
KFS
3140
Kaizen Financial Strategies
California
$275K +$62.4K +122 +30%
DFP
3141
Defined Financial Planning
California
$274K -$282K -552 -51%
HFRG
3142
Houlihan Financial Resource Group
Virginia
$274K – – –
TFGT
3143
TS Financial Group (TSFG)
Illinois
$273K +$67K +131 +34%
NEWAS
3144
N.E.W. Advisory Services
Wisconsin
$273K +$23.5K +46 +10%
BFS
3145
Burr Financial Services
California
$272K – – –
DFG
3146
Dynamic Financial Group
Iowa
$272K – – –
OSNBOA
3147
Old Second National Bank of Aurora
Illinois
$272K +$36.3K +71 +16%
BWM
3148
BlackDiamond Wealth Management
New York
$272K -$72.6K -142 -17%
JBW
3149
Journey Beyond Wealth
Georgia
$271K -$15.3K -30 -5%
CFGA
3150
Cambridge Financial Group (Arizona)
Arizona
$271K -$13.3K -26 -5%