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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
3501
Lowe Wealth Advisors
Maryland
$51.2K -$18.4K -36 -27%
FRA
3502
Front Row Advisors
California
$50.3K – – –
W
3503
WealthCollab
Washington
$49.8K +$3.07K +6 +7%
GIS
3504
Grayhawk Investment Strategies
Alberta, Canada
$49.2K – – –
KTC
3505
Kentucky Trust Company
Kentucky
$48.7K +$27.6K +54 +138%
QL
3506
Quarry LP
New York
$47.7K -$35.3K -69 -43%
CSC
3507
Cove Street Capital
California
$47.1K – – –
GWSA
3508
Global Wealth Strategies & Associates
Colorado
$47.1K +$10.2K +20 +29%
GG
3509
Gleason Group
Kentucky
$47.1K – – –
BA
3510
Bellwether Advisors
Nebraska
$46.6K -$20.4K -40 -31%
RWM
3511
Ruedi Wealth Management
Illinois
$45.8K – – –
IMC
3512
Investment Management Corporation
Virginia
$45.7K -$511 -1 -1%
CWM
3513
Cranbrook Wealth Management
Michigan
$45.6K +$7.16K +14 +19%
OBWP
3514
O'Brien Wealth Partners
Massachusetts
$45.6K +$18.9K +37 +74%
LWMI
3515
Legacy Wealth Management (Idaho)
Idaho
$44K – – –
CWM
3516
Copia Wealth Management
Oregon
$43.5K – – –
CIR
3517
Clear Investment Research
Georgia
$43K – – –
RTL
3518
Red Tortoise LLC
Georgia
$42.4K -$7.16K -14 -15%
CWM
3519
Compass Wealth Management
Connecticut
$41.9K -$35.8K -70 -47%
PFA
3520
Pillar Financial Advisors
Kentucky
$41.9K – – –
IWP
3521
IAG Wealth Partners
Wisconsin
$41.9K +$40.9K +80 New
RF
3522
Robinswood Financial
Washington
$40.3K +$39.4K +77 New
EA
3523
Evolution Advisers
Virginia
$39K -$1.02K -2 -3%
CWM
3524
CarsonAllaria Wealth Management
Illinois
$38K – – –
KFP
3525
Keener Financial Planning
Texas
$38K -$153K -300 -80%
139 140
141
142 143