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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
3251
Mine & Arao Wealth Creation & Management
California
$107K +$3.05K +6 +3%
FCG
3252
Financial Connections Group
California
$107K +$6.61K +13 +6%
GIS
3253
Grayhawk Investment Strategies
Alberta, Canada
$104K +$18.8K +37 +21%
AWM
3254
Activest Wealth Management
Florida
$104K -$3.56K -7 -3%
SGC
3255
Slocum, Gordon & Co
Rhode Island
$98.9K – – –
CFG
3256
CKW Financial Group
Hawaii
$98K +$12.7K +25 +14%
HC
3257
Hoese & Co
Minnesota
$97.7K – – –
RA
3258
Ransom Advisory
Rhode Island
$97.5K +$100K +197 New
CWAF
3259
Core Wealth Advisors (Florida)
Florida
$96.7K -$2.18M -4,289 -96%
AW
3260
Avion Wealth
Texas
$96K -$15.3K -30 -14%
PA
3261
Pineridge Advisors
Missouri
$96K -$95.6K -188 -49%
UFF
3262
USA Financial Formulas
Michigan
$96K +$14.2K +28 +17%
PWMA
3263
Pension & Wealth Management Advisors
Massachusetts
$92.7K +$15.8K +31 +20%
WAG
3264
Wiser Advisor Group
Arizona
$88K – – –
MSWM
3265
Mowery & Schoenfeld Wealth Management
Illinois
$87.1K +$80.8K +159 +935%
VWA
3266
Valued Wealth Advisors
Utah
$86K +$508 +1 +0.6%
JSP
3267
Jackson Square Partners
California
$84.6K +$42.2K +83 +94%
CMP
3268
Coston McIsaac & Partners
Maine
$84K – – –
DWS
3269
Dynamic Wealth Strategies
California
$83K +$7.12K +14 +9%
RG
3270
Retirement Group
California
$80.6K +$14.7K +29 +22%
FRA
3271
Front Row Advisors
California
$79.6K +$33K +65 +68%
BHWM
3272
Bay Harbor Wealth Management
Maryland
$79.6K – – –
CCMI
3273
Creative Capital Management Investments
California
$79.2K – – –
KWAG
3274
Kiely Wealth Advisory Group
North Carolina
$78.9K – – –
GG
3275
Gleason Group
Kentucky
$78.2K +$508 +1 +0.6%