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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
3176
Tradewinds Capital Management
Washington
$103K -$2.6K -7 -3%
API
3177
Asset Planning Inc
California
$102K -$57.8K -156 -39%
CWM
3178
Consultiva Wealth Management
Puerto Rico
$100K – – –
BONH
3179
Bank of New Hampshire
New Hampshire
$99.8K -$741 -2 -0.8%
CWM
3180
Copia Wealth Management
Oregon
$99.8K – – –
DWM
3181
Dogwood Wealth Management
Kansas
$97.7K +$50K +135 +135%
T
3182
TrustBank
Illinois
$97.7K +$87.1K +235 New
DF
3183
Downshift Financial
Colorado
$97.2K +$86.7K +234 New
CH
3184
Canton Hathaway
Rhode Island
$95.6K – – –
FLP
3185
Financial Life Planners
Arizona
$95K +$741 +2 +0.9%
WA
3186
Westfuller Advisors
New York
$94.9K +$25.6K +69 +43%
AP
3187
Antipodes Partners
Australia
$94.8K +$84.5K +228 New
PWA
3188
Provenance Wealth Advisors
Florida
$94.3K +$17.8K +48 +27%
CFSG
3189
Community Financial Services Group
Vermont
$93.4K – – –
MI
3190
Markowski Investments
Florida
$92K +$81.9K +221 New
TC
3191
Truvestments Capital
Florida
$89.5K -$182K -492 -70%
OAJ
3192
Ogorek Anthony Joseph
New York
$89K +$1.48K +4 +2%
BBPWM
3193
Blue Bell Private Wealth Management
Pennsylvania
$88.9K – – –
NWM
3194
Nova Wealth Management
Florida
$88.9K – – –
CCMI
3195
Creative Capital Management Investments
California
$88.1K +$24.5K +66 +45%
GJIA
3196
Glass Jacobson Investment Advisors
Maryland
$87.9K – – –
LF
3197
LifeSteps Financial
California
$86.9K +$77.5K +209 New
BHWM
3198
Beaird Harris Wealth Management
Texas
$84.6K +$25.2K +68 +50%
RJA
3199
Ross\Johnson & Associates
Minnesota
$84K – – –
APW
3200
Acima Private Wealth
Virginia
$83.1K – – –