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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
3151
Heartwood Wealth Advisors
Virginia
$268K -$31.2K -61 -11%
DWA
3152
Dougherty Wealth Advisers
Minnesota
$267K
WCWM
3153
Willow Creek Wealth Management
California
$267K +$511 +1 +0.2%
HFS
3154
Horizon Financial Services
North Carolina
$267K +$511 +1 +0.2%
MIM
3155
Macroview Investment Management
Maryland
$266K +$4.09K +8 +2%
PBC
3156
Pavion Blue Capital
California
$266K
WCG
3157
Weaver Consulting Group
California
$266K +$30.2K +59 +13%
CF
3158
Convergence Financial
Missouri
$265K +$7.16K +14 +3%
XWM
3159
Xcel Wealth Management
Florida
$264K -$53.7K -105 -17%
LTI
3160
Laffer Tengler Investments
Tennessee
$264K
TFG
3161
Taylor Financial Group
Virginia
$264K
HIW
3162
Holos Integrated Wealth
Pennsylvania
$264K
SAMT
3163
Select Asset Management & Trust
Pennsylvania
$264K
WBG
3164
Wharton Business Group
Pennsylvania
$264K
MF
3165
Meridian Financial
Massachusetts
$263K
IWN
3166
Independent Wealth Network
Iowa
$263K +$19.9K +39 +8%
HGA
3167
Hobbs Group Advisors
South Carolina
$263K -$49.1K -96 -16%
ICA
3168
Infrastructure Capital Advisors
New York
$262K -$17.4K -34 -6%
KCP
3169
Kera Capital Partners
California
$262K -$36.8K -72 -13%
PCA
3170
Peddock Capital Advisors
Massachusetts
$262K -$12.3K -24 -5%
AGP
3171
Autumn Glory Partners
Texas
$262K
CWA
3172
CM Wealth Advisors
Ohio
$262K
NSEDCP
3173
NJ State Employees Deferred Compensation Plan
New Jersey
$262K
SM
3174
Samjo Management
New York
$262K
HA
3175
Harbor Advisors
Florida
$262K +$256K +500 New