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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1851
GAMCO Investors
Connecticut
$991K +$69.7K +188 +9%
ACA
1852
Atlas Capital Advisors
Wyoming
$987K +$101K +273 +13%
SAM
1853
S.A. Mason
Michigan
$986K +$879K +2,372 New
RFP
1854
Root Financial Partners
California
$986K +$267K +720 +44%
CCA
1855
Coign Capital Advisors
Utah
$985K -$29.3K -79 -3%
IIC
1856
Ironwood Investment Counsel
Arizona
$982K -$67.5K -182 -7%
EWM
1857
Elevation Wealth Management
Minnesota
$981K +$65.6K +177 +8%
EPA
1858
Element Pointe Advisors
Florida
$978K – – –
CAS
1859
Coppell Advisory Solutions
Texas
$978K +$1.08M +2,905 New
CWA
1860
Cornerstone Wealth Advisors
Minnesota
$977K – – –
LI
1861
LMCG Investments
Massachusetts
$976K +$6.3K +17 +0.7%
SAM
1862
Sagewood Asset Management
New York
$976K +$338K +911 +63%
AFG
1863
Allegheny Financial Group
Pennsylvania
$975K +$87.8K +237 +11%
CCA
1864
Cravens & Co Advisors
Tennessee
$975K -$192K -518 -18%
KAS
1865
KPP Advisory Services
Kentucky
$973K -$1.51M -4,070 -63%
EA
1866
Emerald Advisors
Washington
$972K +$390K +1,052 +82%
QFW
1867
QTR Family Wealth
Florida
$969K +$167K +450 +24%
FMP
1868
Financial Management Professionals
Texas
$969K +$52.6K +142 +6%
QWM
1869
Quadcap Wealth Management
Texas
$967K +$99K +267 +13%
ESB
1870
Essex Savings Bank
Connecticut
$966K +$11.1K +30 +1%
SFG
1871
SevenBridge Financial Group
Pennsylvania
$965K -$68.6K -185 -7%
DDC
1872
DF Dent & Co
Maryland
$964K -$73.8K -199 -8%
WF
1873
Welch & Forbes
Massachusetts
$963K +$129K +349 +18%
SFG
1874
Sovereign Financial Group
Connecticut
$963K +$43.7K +118 +5%
RB
1875
Richmond Brothers
Michigan
$961K +$857K +2,313 New