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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1551
Boston Family Office
Massachusetts
$838K +$19.7K +64 +2%
CBN
1552
Cadence Bank NA
Texas
$836K -$30.1K -98 -4%
GFS
1553
GYL Financial Synergies
Connecticut
$834K +$13.2K +43 +2%
FI
1554
FormulaFolio Investments
Michigan
$833K -$60.8K -198 -7%
TCM
1555
Tandem Capital Management
New Jersey
$832K
PTP
1556
Platform Technology Partners
New York
$827K +$49.5K +161 +6%
IA
1557
IFG Advisory
Georgia
$822K +$70.3K +229 +10%
KPWG
1558
KFA Private Wealth Group
Virginia
$820K +$50.1K +163 +7%
KP
1559
Keel Point
Alabama
$819K +$491K +1,598 +155%
RWA
1560
Redhawk Wealth Advisors
Minnesota
$817K +$70.3K +229 +10%
CPA
1561
Court Place Advisors
Maryland
$814K -$5.53K -18 -0.7%
PP
1562
PDS Planning
Ohio
$814K +$59.6K +194 +8%
ACS
1563
Archford Capital Strategies
Illinois
$812K +$7.99K +26 +1%
MFG
1564
Monte Financial Group
Connecticut
$807K -$12.9K -42 -2%
SFA
1565
Semmax Financial Advisors
North Carolina
$807K +$74.9K +244 +10%
ECG
1566
Edge Capital Group
Georgia
$805K +$83.5K +272 +12%
IC
1567
Investment Counsel
Michigan
$803K
1W
1568
1776 Wealth
Georgia
$801K -$19.4K -63 -2%
AL
1569
Aspiriant LLC
California
$799K -$39.9K -130 -5%
BMO
1570
Beck Mack & Oliver
New York
$794K
FC
1571
Ferris Capital
Massachusetts
$793K +$16.6K +54 +2%
FP
1572
Financial Perspectives
Minnesota
$792K +$103K +335 +15%
AW
1573
ACG Wealth
Georgia
$790K -$3.69K -12 -0.5%
HA
1574
Harfst & Associates
Wyoming
$790K +$36.6K +119 +5%
AFP
1575
Ausdal Financial Partners
Iowa
$790K +$54.7K +178 +7%