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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
3151
New World Advisors
Massachusetts
$270K +$37.8K +74 +17%
PWP
3152
Pursue Wealth Partners
California
$270K +$263K +515 New
NCM
3153
Next Capital Management
New York
$269K +$263K +514 New
PPWM
3154
Perissos Private Wealth Management
Oklahoma
$269K +$511 +1 +0.2%
HWA
3155
Heartwood Wealth Advisors
Virginia
$268K -$31.2K -61 -11%
DWA
3156
Dougherty Wealth Advisers
Minnesota
$267K – – –
WCWM
3157
Willow Creek Wealth Management
California
$267K +$511 +1 +0.2%
HFS
3158
Horizon Financial Services
North Carolina
$267K +$511 +1 +0.2%
MIM
3159
Macroview Investment Management
Maryland
$266K +$4.09K +8 +2%
PBC
3160
Pavion Blue Capital
California
$266K – – –
WCG
3161
Weaver Consulting Group
California
$266K +$30.2K +59 +13%
CF
3162
Convergence Financial
Missouri
$265K +$7.16K +14 +3%
XWM
3163
Xcel Wealth Management
Florida
$264K -$53.7K -105 -17%
LTI
3164
Laffer Tengler Investments
Tennessee
$264K – – –
TFG
3165
Taylor Financial Group
Virginia
$264K – – –
HIW
3166
Holos Integrated Wealth
Pennsylvania
$264K – – –
SAMT
3167
Select Asset Management & Trust
Pennsylvania
$264K – – –
WBG
3168
Wharton Business Group
Pennsylvania
$264K – – –
MF
3169
Meridian Financial
Massachusetts
$263K – – –
IWN
3170
Independent Wealth Network
Iowa
$263K +$19.9K +39 +8%
HGA
3171
Hobbs Group Advisors
South Carolina
$263K -$49.1K -96 -16%
ICA
3172
Infrastructure Capital Advisors
New York
$262K -$17.4K -34 -6%
KCP
3173
Kera Capital Partners
California
$262K -$36.8K -72 -13%
PCA
3174
Peddock Capital Advisors
Massachusetts
$262K -$12.3K -24 -5%
AGP
3175
Autumn Glory Partners
Texas
$262K – – –