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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LW
2076
Lauer Wealth
Indiana
$640K +$172K +569 +47%
CFG
2077
Copley Financial Group
California
$638K +$147K +485 +36%
BOS
2078
Bank of Stockton
California
$637K -$136K -451 -20%
BOSSRA
2079
B.O.S.S. Retirement Advisors
Utah
$636K -$20.3K -67 -4%
FAM
2080
Flaharty Asset Management
Florida
$635K +$145K +480 +35%
SPWG
2081
Syntegra Private Wealth Group
Missouri
$634K +$37.8K +125 +7%
MIC
2082
Means Investment Company
Maine
$633K -$752K -2,488 -58%
MW
2083
MBL Wealth
North Carolina
$633K -$401K -1,327 -42%
VAM
2084
Virtue Asset Management
Illinois
$633K +$554K +1,833 New
Fuller & Thaler Asset Management
2085
Fuller & Thaler Asset Management
California
$632K
TWM
2086
Thrive Wealth Management
Pennsylvania
$632K -$65K -215 -11%
PW
2087
PUREfi Wealth
Massachusetts
$632K +$53.5K +177 +11%
FWMP
2088
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$632K +$9.98K +33 +2%
MPCL
2089
My Personal CFO LLC
Washington
$632K +$23K +76 +4%
LSA
2090
Lansing Street Advisors
Pennsylvania
$630K +$319K +1,055 +137%
BFS
2091
BridgePort Financial Solutions
Iowa
$628K +$44.8K +148 +9%
CAC
2092
Certified Advisory Corp
Florida
$626K +$22.4K +74 +4%
PCMM
2093
Piedmont Capital Management (Montana)
Montana
$626K +$24.8K +82 +5%
CL
2094
CLG LLC
California
$625K +$46.9K +155 +9%
LIA
2095
LS Investment Advisors
Michigan
$625K +$121K +400 +28%
KLCM
2096
KG&L Capital Management
Louisiana
$624K +$546K +1,806 New
RFO
2097
RiverGlades Family Offices
Florida
$622K
FP
2098
Factorial Partners
New York
$622K +$544K +1,800 New
NFA
2099
Northern Financial Advisors
Michigan
$621K +$605 +2 +0.1%
SRA
2100
Secured Retirement Advisors
Minnesota
$619K -$1.61M -5,314 -75%