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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1701
Pettee Investors
Connecticut
$803K -$25.9K -87 -4%
HCP
1702
Hexagon Capital Partners
Arkansas
$800K +$880K +2,955 New
TWM
1703
Tolleson Wealth Management
Texas
$796K -$1.49K -5 -0.2%
BWP
1704
Barlow Wealth Partners
Kentucky
$795K -$25K -84 -3%
PE
1705
PCM Encore
Colorado
$794K +$62.5K +210 +8%
VCM
1706
Versant Capital Management
Arizona
$793K +$92K +309 +12%
VV
1707
Verity & Verity
South Carolina
$793K -$87.9K -295 -9%
AA
1708
Acorns Advisers
California
$792K +$172K +576 +24%
PWM
1709
Prentice Wealth Management
New York
$791K +$11.3K +38 +1%
CWP
1710
Cyndeo Wealth Partners
Florida
$791K -$487K -1,635 -36%
SAM
1711
Simplify Asset Management
Nevada
$785K -$28.9M -96,906 -97%
BIM
1712
Baldwin Investment Management
Pennsylvania
$783K +$5.96K +20 +0.7%
QWP
1713
Quotient Wealth Partners
Texas
$782K -$50K -168 -5%
CCP
1714
Cane Capital Partners
Louisiana
$779K +$671K +2,254 +361%
TCM
1715
Triumph Capital Management
Colorado
$777K +$113K +380 +15%
CCA
1716
Cravens & Co Advisors
Tennessee
$775K +$13.4K +45 +2%
ACS
1717
Archford Capital Strategies
Illinois
$775K -$46.5K -156 -5%
FMWA
1718
Forvis Mazars Wealth Advisors
Missouri
$775K -$22.9K -77 -3%
CWM
1719
Castle Wealth Management
Florida
$774K +$68.5K +230 +9%
GPWM
1720
Grant Private Wealth Management
California
$772K +$223K +750 +36%
SFS
1721
Strategic Financial Services
New York
$771K -$15.2K -51 -2%
CCM
1722
Crabel Capital Management
California
$771K +$848K +2,849 New
MFG
1723
Monte Financial Group
Connecticut
$771K +$893 +3 +0.1%
KMWM
1724
Keudell/Morrison Wealth Management
Oregon
$770K +$129K +432 +18%
NFG
1725
Nations Financial Group
Iowa
$768K +$81.6K +274 +11%