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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1526
Parkside Financial Bank & Trust
Missouri
$2.83M +$1.44M +2,693 +100%
MG
1527
Marex Group
$2.82M +$2.86M +5,364 New
GFP
1528
Gryphon Financial Partners
Ohio
$2.82M +$1.48M +2,782 +81%
BTWM
1529
Baker Tilly Wealth Management
Wisconsin
$2.81M -$528K -990 -16%
BSAM
1530
Blue Square Asset Management
New York
$2.81M -$2.67K -5 -0.1%
IC
1531
Inscription Capital
Texas
$2.8M +$258K +483 +10%
HIIFS
1532
Harel Insurance Investments & Financial Services
Israel
$2.8M +$1.26M +2,355 +79%
WC
1533
Waterloo Capital
Texas
$2.8M +$1.36M +2,548 +92%
RIA
1534
Richwood Investment Advisors
Ohio
$2.79M -$130K -244 -4%
LFA
1535
Legacy Financial Advisors
Kentucky
$2.77M +$155K +290 +6%
SG
1536
StoneX Group
New York
$2.77M -$42.1K -79 -1%
SIM
1537
Sterling Investment Management
Arizona
$2.77M -$6.93K -13 -0.2%
PMG
1538
ProVise Management Group
Florida
$2.77M +$82.7K +155 +3%
JSL
1539
JT Stratford LLC
Georgia
$2.77M +$346K +649 +14%
CT
1540
Columbia Trust
Oregon
$2.77M +$322K +604 +13%
MW
1541
Marcum Wealth
Ohio
$2.76M +$108K +203 +4%
BCM
1542
Bourgeon Capital Management
Connecticut
$2.75M +$2.21M +4,150 +386%
TWM
1543
Trueblood Wealth Management
Ohio
$2.75M +$2.79M +5,225 New
TCOT
1544
Trust Company of Toledo
Ohio
$2.75M +$347K +651 +14%
FA
1545
Fagan Associates
New York
$2.74M +$230K +432 +9%
CSA
1546
Cottage Street Advisors
Massachusetts
$2.74M -$5.87K -11 -0.2%
MG
1547
Mather Group
Illinois
$2.73M +$167K +313 +6%
PL
1548
Parkwood LLC
Ohio
$2.73M -$557K -1,045 -17%
WAP
1549
Wealthcare Advisory Partners
Pennsylvania
$2.73M +$1.04M +1,942 +60%
CWA
1550
Consilium Wealth Advisory
Texas
$2.72M +$164K +308 +6%