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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
3176
Edge Wealth Management
New York
$220K
FWMM
3177
Foundation Wealth Management (Missouri)
Missouri
$219K +$4.27K +8 +2%
CTB
3178
Country Trust Bank
Illinois
$219K +$203K +380 +1,056%
HDIM
3179
Hanson & Doremus Investment Management
Vermont
$219K +$11.2K +21 +5%
AWM
3180
Accel Wealth Management
Iowa
$219K +$221K +415 New
PWMG
3181
Pinnacle Wealth Management Group
Michigan
$218K
OBGC
3182
O'Brien Greene & Co
Pennsylvania
$218K
CSIA
3183
Charles Schwab Investment Advisory
California
$217K -$9.6K -18 -4%
SIA
3184
Sage Investment Advisers
New York
$214K
RC
3185
Rareview Capital
Nevada
$214K +$217K +406 New
CWA
3186
Centennial Wealth Advisory
Michigan
$213K -$50.7K -95 -19%
HA
3187
HFG Advisors
Ohio
$213K +$216K +405 New
VFG
3188
V2 Financial group
Illinois
$212K
SHFP
3189
Second Half Financial Partners
Florida
$212K +$2.67K +5 +1%
SWM
3190
Shakespeare Wealth Management
Wisconsin
$211K -$2.67K -5 -1%
HG
3191
Harbor Group
New Hampshire
$211K +$1.07K +2 +0.5%
OKSA
3192
O'Keefe Stevens Advisory
New York
$211K
PIFP
3193
Partners in Financial Planning
Virginia
$211K
WA
3194
Wealthstar Advisors
Texas
$210K +$533 +1 +0.3%
PWMG
3195
Private Wealth Management Group
New Jersey
$210K +$212K +398 New
BFO
3196
Biltmore Family Office
North Carolina
$210K +$212K +398 New
APIM
3197
Agate Pass Investment Management
Washington
$209K +$212K +397 New
IWS
3198
Integrity Wealth Solutions
Colorado
$208K +$211K +395 New
CFA
3199
Camarda Financial Advisors
Florida
$208K +$211K +395 New
BF
3200
Brogan Financial
Tennessee
$207K +$210K +393 New