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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
3276
Oliver Lagore Vanvalin Investment Group
Michigan
$77.7K -$29K -57 -27%
W
3277
WealthCollab
Washington
$75.2K – – –
OP
3278
ORG Partners
Indiana
$75.1K -$937K -1,843 -92%
EC
3279
EntryPoint Capital
New York
$74.7K +$76.8K +151 New
NCM
3280
Northwest Capital Management
Oregon
$74.2K – – –
RBC
3281
Roble Belko & Company
Pennsylvania
$72K – – –
HF
3282
Halpern Financial
Virginia
$69K -$17.8K -35 -19%
LFA
3283
Legend Financial Advisors
Pennsylvania
$66.3K +$20.8K +41 +44%
BHWM
3284
Beaird Harris Wealth Management
Texas
$65.3K -$16.8K -33 -20%
IWP
3285
IAG Wealth Partners
Wisconsin
$64.8K -$12.7K -25 -16%
GWMI
3286
Guardian Wealth Management (Illinois)
Illinois
$63.9K +$508 +1 +0.8%
NF
3287
Norwood Financial
Pennsylvania
$63.3K -$2.03K -4 -3%
DPW
3288
DiNuzzo Private Wealth
Pennsylvania
$62.8K -$5.59K -11 -8%
JEST
3289
JTC Employer Solutions Trustee
Jersey
$62K – – –
WOC
3290
West Oak Capital
California
$62K – – –
DFA
3291
DHJJ Financial Advisors
Illinois
$61.7K – – –
BAM
3292
Bellevue Asset Management
Washington
$60.4K – – –
TLA
3293
Tanglewood Legacy Advisors
Texas
$60.4K – – –
AFS
3294
Annapolis Financial Services
Maryland
$59.4K +$22.4K +44 +58%
OAJ
3295
Ogorek Anthony Joseph
New York
$59K – – –
FSWA
3296
Financial Synergies Wealth Advisors
Texas
$57.9K – – –
MAM
3297
MMA Asset Management
Pennsylvania
$57.8K +$59.5K +117 New
RWA
3298
Redmont Wealth Advisors
Illinois
$56.9K +$58.5K +115 New
LWA
3299
Lowe Wealth Advisors
Maryland
$55.6K – – –
HWM
3300
Horizons Wealth Management
North Carolina
$52.9K – – –