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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
3276
WFA Asset Management
Wisconsin
$94.7K -$38.7K -79 -30%
IGWM
3277
ICA Group Wealth Management
Colorado
$94.2K -$1.23M -2,509 -93%
PCWA
3278
Pacific Capital Wealth Advisors
California
$94.2K +$39.7K +81 +78%
AWM
3279
Activest Wealth Management
Florida
$92.5K -$13.7K -28 -13%
FRA
3280
Front Row Advisors
California
$92.2K +$9.8K +20 +12%
WAG
3281
Wiser Advisor Group
Arizona
$91K +$980 +2 +1%
KWAG
3282
Kiely Wealth Advisory Group
North Carolina
$90.4K
VWA
3283
Valued Wealth Advisors
Utah
$90.3K +$1.47K +3 +2%
DWS
3284
Dynamic Wealth Strategies
California
$87K +$1.47K +3 +2%
CMP
3285
Coston McIsaac & Partners
Maine
$86K +$490 +1 +0.6%
EPW
3286
Evergreen Private Wealth
Colorado
$84.5K +$32.3K +66 +66%
CB
3287
Chris Bulman
California
$82K +$78.9K +161 New
BHWM
3288
Bay Harbor Wealth Management
Maryland
$82K
CCMI
3289
Creative Capital Management Investments
California
$81.5K
GG
3290
Gleason Group
Kentucky
$80.8K +$490 +1 +0.6%
SFC
3291
Strategic Financial Concepts
Texas
$80.1K +$113M +231,491 +43,843%
IWP
3292
IAG Wealth Partners
Wisconsin
$78.4K +$11.3K +23 +18%
W
3293
WealthCollab
Washington
$77.4K
HC
3294
Hoese & Co
Minnesota
$74.3K -$23.5K -48 -24%
RBC
3295
Roble Belko & Company
Pennsylvania
$74K
DFA
3296
DHJJ Financial Advisors
Illinois
$73.7K +$9.8K +20 +16%
RS
3297
Rakuten Securities
Japan
$71.8K -$312K -636 -82%
NMG
3298
New Millennium Group
Utah
$68.6K +$66.2K +135 New
DPW
3299
DiNuzzo Private Wealth
Pennsylvania
$68.2K +$3.43K +7 +6%
KFS
3300
Kelly Financial Services
Massachusetts
$67.8K +$22.5K +46 +53%