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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
3351
Wiser Advisor Group
Arizona
$105K – – –
PA
3352
Pineridge Advisors
Missouri
$101K -$11.9K -21 -11%
CMP
3353
Coston McIsaac & Partners
Maine
$99K – – –
KWAG
3354
Kiely Wealth Advisory Group
North Carolina
$98.9K – – –
DWS
3355
Dynamic Wealth Strategies
California
$98K -$2.26K -4 -2%
TPW
3356
Talon Private Wealth
Florida
$97.6K +$94.5K +167 New
EPW
3357
Evergreen Private Wealth
Colorado
$97.1K – – –
CCMI
3358
Creative Capital Management Investments
California
$93.5K – – –
GG
3359
Gleason Group
Kentucky
$93.1K – – –
CPA
3360
Capital Performance Advisors
California
$90.6K +$87.7K +155 New
BHWM
3361
Bay Harbor Wealth Management
Maryland
$90K -$3.96K -7 -4%
W
3362
WealthCollab
Washington
$88.9K – – –
IIL
3363
Insight Inv LLC
California
$88.3K +$85.4K +151 New
PFG
3364
Peterson Financial Group
Iowa
$87.7K +$84.8K +150 New
CWM
3365
Compass Wealth Management
Connecticut
$87.7K -$39K -69 -32%
HC
3366
Hoese & Co
Minnesota
$87.7K – – –
RBC
3367
Roble Belko & Company
Pennsylvania
$85K – – –
PPA
3368
Painted Porch Advisors
California
$84.8K -$81.4K -144 -50%
TCM
3369
TruNorth Capital Management
Michigan
$82.4K +$14.1K +25 +22%
CHA
3370
Carmichael Hill & Associates
Maryland
$79.5K +$17K +30 +28%
RS
3371
Rakuten Securities
Japan
$79.5K -$2.83K -5 -4%
NMG
3372
New Millennium Group
Utah
$78.8K – – –
IWP
3373
IAG Wealth Partners
Wisconsin
$76.6K -$13K -23 -15%
GWMI
3374
Guardian Wealth Management (Illinois)
Illinois
$75.4K – – –
AFS
3375
Annapolis Financial Services
Maryland
$74.7K +$4.53K +8 +7%
133 134
135
136 137