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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1776
Partnervest Advisory Services
California
$322K +$79.5K +289 +29%
BWP
1777
Baldwin Wealth Partners
Massachusetts
$321K
WCM
1778
WealthBridge Capital Management
Ohio
$320K +$64.4K +234 +22%
LSC
1779
Lesa Sroufe & Co
Washington
$317K -$9.08K -33 -3%
JGIA
1780
Jackson Grant Investment Advisers
Connecticut
$316K +$1.38K +5 +0.4%
PPW
1781
Parcion Private Wealth
Washington
$316K +$32.7K +119 +10%
FBA
1782
Front Barnett Associates
Illinois
$315K
SL
1783
Stevard LLC
Illinois
$313K
SFSG
1784
Stearns Financial Services Group
North Carolina
$313K +$90K +327 +35%
PAM
1785
Private Asset Management
California
$312K -$19.3K -70 -5%
MA
1786
MCF Advisors
Kentucky
$309K -$17.3K -63 -5%
WPC
1787
White Pine Capital
Minnesota
$309K
XS
1788
XR Securities
Illinois
$308K -$843K -3,063 -71%
TCM
1789
Traynor Capital Management
Pennsylvania
$307K +$339K +1,232 New
BWA
1790
Beam Wealth Advisors
Louisiana
$306K +$337K +1,226 New
AIM
1791
Alhambra Investment Management
Florida
$305K -$22K -80 -6%
GCM
1792
Gables Capital Management
Florida
$305K +$63.8K +232 +23%
RI
1793
Rudd International
Florida
$304K +$275 +1 +0.1%
FC
1794
Financial Consulate
Maryland
$304K +$43.2K +157 +15%
SSWM
1795
Smith Salley Wealth Management
North Carolina
$304K +$138K +500 +70%
ATC
1796
Adirondack Trust Company
New York
$303K +$17.9K +65 +6%
RFM
1797
Royal Fund Management
Florida
$303K +$126K +459 +61%
SNT
1798
Security National Trust
West Virginia
$302K +$60K +218 +22%
IFG
1799
Investors Financial Group
Minnesota
$301K -$31.4K -114 -9%
FA
1800
Fortis Advisors
Pennsylvania
$301K -$8.53K -31 -3%