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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1401
Realta Investment Advisors
Delaware
$2.04M +$866K +2,337 +91%
BFO
1402
Boston Family Office
Massachusetts
$2.03M -$263K -710 -13%
GI
1403
GLOBALT Investments
Georgia
$2.03M -$51.1K -138 -3%
SWM
1404
SilverOak Wealth Management
Minnesota
$2.03M +$34.1K +92 +2%
FA
1405
Fagan Associates
New York
$2.02M -$741 -2 -0%
SSI
1406
Scott & Selber Inc
Texas
$2.02M -$1.11K -3 -0.1%
TWP
1407
Triad Wealth Partners
Kansas
$2.01M +$6.3K +17 +0.4%
GWP
1408
Gateway Wealth Partners
Wisconsin
$2.01M -$1.03M -2,777 -36%
MWC
1409
MBM Wealth Consultants
Missouri
$2M -$19.6K -53 -1%
CTC
1410
Cetera Trust Company
Minnesota
$1.99M +$74.1K +200 +4%
TP
1411
Tranquility Partners
Tennessee
$1.99M -$37.1K -100 -2%
CFA
1412
Cahill Financial Advisors
Minnesota
$1.99M -$23.4K -63 -1%
AC
1413
Apella Capital
Connecticut
$1.98M +$113K +305 +7%
PCP
1414
Proficio Capital Partners
Massachusetts
$1.97M +$1.76M +4,748 New
BWM
1415
BNC Wealth Management
Oregon
$1.97M +$1.76M +4,735 New
TCA
1416
Transcend Capital Advisors
New Jersey
$1.96M +$638K +1,722 +57%
HPC
1417
HM Payson & Co
Maine
$1.96M +$126K +339 +8%
KFS
1418
Kurt F. Somerville
$1.96M -$1.78M -4,814 -51%
PWMG
1419
Prestige Wealth Management Group
New Jersey
$1.96M -$103K -279 -6%
AB
1420
ANB Bank
Colorado
$1.95M -$130K -352 -7%
WWM
1421
Whalen Wealth Management
Nevada
$1.95M -$207K -558 -11%
OFS
1422
OneAscent Financial Services
Alabama
$1.95M -$97.1K -262 -5%
SIAG
1423
Safeguard Investment Advisory Group
California
$1.95M +$329K +887 +23%
RE
1424
Rydar Equities
Texas
$1.94M +$155K +417 +10%
RWPA
1425
Richard W. Paul & Associates
Michigan
$1.94M -$41.5K -112 -2%