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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
3301
DiNuzzo Private Wealth
Pennsylvania
$68.2K +$3.43K +7 +6%
KFS
3302
Kelly Financial Services
Massachusetts
$67.8K +$22.5K +46 +53%
GWMI
3303
Guardian Wealth Management (Illinois)
Illinois
$65.9K – – –
BHWM
3304
Beaird Harris Wealth Management
Texas
$65.1K -$1.96K -4 -3%
RI
3305
Ridgewood Investments
New Jersey
$63.8K +$61.3K +125 New
WOC
3306
West Oak Capital
California
$63.7K – – –
LFA
3307
Legend Financial Advisors
Pennsylvania
$63.1K -$4.9K -10 -7%
TLA
3308
Tanglewood Legacy Advisors
Texas
$62.1K – – –
BAM
3309
Bellevue Asset Management
Washington
$62.1K – – –
AFS
3310
Annapolis Financial Services
Maryland
$61.1K – – –
JEST
3311
JTC Employer Solutions Trustee
Jersey
$61K – – –
OAJ
3312
Ogorek Anthony Joseph
New York
$61K – – –
RWMG
3313
Redwood Wealth Management Group
New Jersey
$60.6K +$58.3K +119 New
TCM
3314
TruNorth Capital Management
Michigan
$59.1K +$41.2K +84 +263%
RWA
3315
Redmont Wealth Advisors
Illinois
$58.6K – – –
BTC
3316
Bank & Trust Company
Illinois
$58.1K +$55.9K +114 New
HWM
3317
Horizons Wealth Management
North Carolina
$56.8K – – –
LWA
3318
Lowe Wealth Advisors
Maryland
$54.7K -$1.96K -4 -4%
CHA
3319
Carmichael Hill & Associates
Maryland
$54K – – –
SC
3320
Solstein Capital
California
$53K – – –
UOTTAIMCU
3321
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.9K -$4.59M -9,369 -99%
HF
3322
Halpern Financial
Virginia
$50.9K -$24.5K -50 -33%
SWP
3323
SIMA Wealth Partners
Virginia
$50.9K +$49K +100 New
RWM
3324
Ruedi Wealth Management
Illinois
$50.2K +$10.8K +22 +29%
KHC
3325
Koesten Hirschmann & Crabtree
Kansas
$49.5K – – –