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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
3276
EntryPoint Capital
New York
$74.7K +$76.8K +151 New
NCM
3277
Northwest Capital Management
Oregon
$74.2K – – –
RBC
3278
Roble Belko & Company
Pennsylvania
$72K – – –
HF
3279
Halpern Financial
Virginia
$69K -$17.8K -35 -19%
LFA
3280
Legend Financial Advisors
Pennsylvania
$66.3K +$20.8K +41 +44%
BHWM
3281
Beaird Harris Wealth Management
Texas
$65.3K -$16.8K -33 -20%
IWP
3282
IAG Wealth Partners
Wisconsin
$64.8K -$12.7K -25 -16%
GWMI
3283
Guardian Wealth Management (Illinois)
Illinois
$63.9K +$508 +1 +0.8%
NF
3284
Norwood Financial
Pennsylvania
$63.3K -$2.03K -4 -3%
DPW
3285
DiNuzzo Private Wealth
Pennsylvania
$62.8K -$5.59K -11 -8%
JEST
3286
JTC Employer Solutions Trustee
Jersey
$62K – – –
WOC
3287
West Oak Capital
California
$62K – – –
DFA
3288
DHJJ Financial Advisors
Illinois
$61.7K – – –
BAM
3289
Bellevue Asset Management
Washington
$60.4K – – –
TLA
3290
Tanglewood Legacy Advisors
Texas
$60.4K – – –
AFS
3291
Annapolis Financial Services
Maryland
$59.4K +$22.4K +44 +58%
OAJ
3292
Ogorek Anthony Joseph
New York
$59K – – –
FSWA
3293
Financial Synergies Wealth Advisors
Texas
$57.9K – – –
MAM
3294
MMA Asset Management
Pennsylvania
$57.8K +$59.5K +117 New
RWA
3295
Redmont Wealth Advisors
Illinois
$56.9K +$58.5K +115 New
LWA
3296
Lowe Wealth Advisors
Maryland
$55.6K – – –
HWM
3297
Horizons Wealth Management
North Carolina
$52.9K – – –
CHA
3298
Carmichael Hill & Associates
Maryland
$52.4K -$40.7K -80 -43%
SC
3299
Solstein Capital
California
$51.4K – – –
PCWA
3300
Pacific Capital Wealth Advisors
California
$51.4K +$2.03K +4 +4%
130 131
132
133 134