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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1001
SNS Financial Group
Minnesota
$2.74M -$45K -172 -2%
TCBWMS
1002
Texas Capital Bank Wealth Management Services
Texas
$2.72M +$2.42M +9,261 New
OA
1003
Oak Associates
Ohio
$2.72M
BAM
1004
Belpointe Asset Management
Nevada
$2.72M +$534K +2,043 +28%
LCP
1005
Legacy Capital Partners
Wisconsin
$2.71M -$34K -130 -1%
BP
1006
BBR Partners
New York
$2.71M +$2.09M +7,982 +652%
KCM
1007
Kornitzer Capital Management
Kansas
$2.69M -$111K -425 -4%
BEC
1008
Blue Edge Capital
Virginia
$2.68M -$801K -3,063 -25%
SB
1009
Simmons Bank
Arkansas
$2.68M +$127K +484 +6%
MC
1010
Maverick Capital
Texas
$2.67M +$2.38M +9,095 New
CBU
1011
CIBC Bank USA
Illinois
$2.65M +$33.2K +127 +1%
CMO
1012
Covenant Multifamily Offices
Texas
$2.65M +$5.06M +19,325 +336%
HB
1013
Homrich & Berg
Georgia
$2.64M +$154K +587 +7%
CCA
1014
Checchi Capital Advisers
California
$2.64M -$32.2K -123 -1%
CWAG
1015
Compton Wealth Advisory Group
Virginia
$2.64M -$8.89K -34 -0.4%
TVWM
1016
Tower View Wealth Management
Wisconsin
$2.63M -$53.1K -203 -2%
KOCAA
1017
Knights of Columbus Asset Advisors
Connecticut
$2.62M +$2.33M +8,911 New
CC
1018
ClearArc Capital
Ohio
$2.6M -$1.07M -4,105 -32%
CG
1019
Caprock Group
Idaho
$2.6M +$63.6K +243 +3%
SRAM
1020
Spouting Rock Asset Management
Pennsylvania
$2.6M +$2.31M +8,831 New
CAG
1021
Csenge Advisory Group
Florida
$2.6M -$86.6K -331 -4%
HWM
1022
Hohimer Wealth Management
Washington
$2.58M +$2.3M +8,793 New
Wealth Enhancement Advisory Services
1023
Wealth Enhancement Advisory Services
Minnesota
$2.58M -$116K -443 -5%
WPW
1024
Waldron Private Wealth
Pennsylvania
$2.58M +$310K +1,186 +16%
MLL
1025
Moody Lynn & Lieberson
Massachusetts
$2.57M +$19.4K +74 +0.9%