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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1426
Summit Financial Wealth Advisors
Louisiana
$833K -$68.8K -250 -7%
MG
1427
Mather Group
Illinois
$831K +$38.8K +141 +4%
RWM
1428
RKL Wealth Management
Pennsylvania
$828K -$20.4K -74 -2%
IC
1429
Inscription Capital
Texas
$825K -$278K -1,011 -23%
SIM
1430
Sterling Investment Management
Arizona
$819K -$490K -1,781 -35%
CFS
1431
CRA Financial Services
New Jersey
$819K +$60.3K +219 +7%
BFG
1432
Beacon Financial Group
Texas
$818K -$11.3K -41 -1%
AJ
1433
Ashburton (Jersey)
Jersey
$817K
MIC
1434
Means Investment Company
Maine
$817K +$60.3K +219 +8%
SFO
1435
Stokes Family Office
Louisiana
$817K +$159K +577 +21%
TWM
1436
Tolleson Wealth Management
Texas
$815K -$109K -395 -11%
BMM
1437
Buffington Mohr McNeal
Idaho
$815K -$9.08K -33 -1%
LWA
1438
Lineweaver Wealth Advisors
Ohio
$811K +$184K +668 +25%
GWCM
1439
Godshalk Welsh Capital Management
Pennsylvania
$810K
BW
1440
Bison Wealth
Georgia
$805K -$10.7K -39 -1%
SFM
1441
Signet Financial Management
New Jersey
$804K +$23.7K +86 +3%
PI
1442
Pettee Investors
Connecticut
$803K
GPA
1443
Garrison Point Advisors
California
$798K -$64.7K -235 -7%
LCM
1444
Leisure Capital Management
California
$795K +$24.8K +90 +3%
VWM
1445
Valley Wealth Managers
New Jersey
$793K -$68K -247 -7%
LWAC
1446
Laurel Wealth Advisors (California)
California
$790K -$84.8K -308 -9%
SEM
1447
Suncoast Equity Management
Florida
$783K +$101K +366 +13%
BWL
1448
Bogart Wealth LLC
Virginia
$775K +$53.9K +196 +7%
WCM
1449
Washburn Capital Management
Florida
$774K +$4.13K +15 +0.5%
PIA
1450
Pinion Investment Advisors
Kansas
$771K +$68.2K +248 +9%