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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1301
Choate Investment Advisors
Massachusetts
$3.44M +$465K +925 +16%
LWMM
1302
Legacy Wealth Management (Mississippi)
Mississippi
$3.44M
GAM
1303
Griffin Asset Management
New York
$3.44M -$2.51K -5 -0.1%
BCM
1304
Birch Capital Management
Texas
$3.42M
SC
1305
Siena Capital
Ohio
$3.39M -$49.2K -98 -1%
SSWM
1306
Sheets Smith Wealth Management
North Carolina
$3.38M -$12.6K -25 -0.4%
CWM
1307
Chemistry Wealth Management
New York
$3.38M +$116K +230 +4%
NLP
1308
Next Level Private
New York
$3.38M +$3.31M +6,590 New
ECM
1309
Elgethun Capital Management
South Dakota
$3.37M +$9.54K +19 +0.3%
DDC
1310
DF Dent & Co
Maryland
$3.36M -$3.52K -7 -0.1%
SEEDPG
1311
S.E.E.D. Planning Group
New York
$3.35M -$111K -222 -3%
SIM
1312
Sentry Investment Management
Wisconsin
$3.35M -$586K -1,167 -15%
CCM
1313
Condor Capital Management
New Jersey
$3.34M -$2.01K -4 -0.1%
EWM
1314
Elmwood Wealth Management
California
$3.33M -$15.1K -30 -0.5%
CWM
1315
Centric Wealth Management
Illinois
$3.32M -$35.2K -70 -1%
CI
1316
CX Institutional
Indiana
$3.32M +$203K +404 +7%
APP
1317
Avantax Planning Partners
Iowa
$3.32M +$422K +841 +15%
RFM
1318
Royal Fund Management
Florida
$3.3M -$176K -350 -5%
RPC
1319
Rossmore Private Capital
Connecticut
$3.3M -$44.7K -89 -1%
NL
1320
NVWM LLC
Pennsylvania
$3.3M +$1.22M +2,435 +61%
GSB
1321
Greenfield Savings Bank
Massachusetts
$3.29M +$3.22M +6,413 New
FWP
1322
FAS Wealth Partners
Kansas
$3.28M +$161K +321 +5%
BWM
1323
Buckley Wealth Management
Nevada
$3.28M -$136K -271 -4%
PGWM
1324
Parisi Gray Wealth Management
New Jersey
$3.28M +$69.3K +138 +2%
SXL
1325
Summit X LLC
Missouri
$3.27M -$219K -437 -6%