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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
2101
Sherbrooke Park Advisers
New York
$599K +$733K +1,919 New
ASBI
2102
American State Bank (Iowa)
Iowa
$598K +$201K +525 +38%
KAM
2103
KEB Asset Management
Illinois
$596K -$9.55K -25 -1%
BOSSRA
2104
B.O.S.S. Retirement Advisors
Utah
$595K -$50.8K -133 -7%
API
2105
Asset Planning Inc
California
$593K +$23.3K +61 +3%
1SB
2106
1ST Source Bank
Indiana
$591K +$99.4K +260 +16%
WLIM
2107
White Lighthouse Investment Management
Massachusetts
$589K -$53.5K -140 -7%
PBK
2108
Peoples Bank (Kansas)
Kansas
$589K +$81K +212 +13%
SB
2109
Sunflower Bank
Texas
$589K +$54.3K +142 +8%
PA
2110
Persium Advisors
Georgia
$589K +$271K +709 +60%
LPFG
2111
Landing Point Financial Group
Ohio
$587K -$42.4K -111 -6%
AG
2112
AmeriFlex Group
Nevada
$587K +$35.2K +92 +5%
FC
2113
Fairscale Capital
New Hampshire
$585K -$56.2K -147 -6%
ATS
2114
Ashton Thomas Securities
New York
$585K +$303K +793 +56%
MIM
2115
Moseley Investment Management
Florida
$584K -$248K -650 -26%
BWM
2116
BCS Wealth Management
Tennessee
$584K +$94.8K +248 +15%
CWM
2117
Centurion Wealth Management
Virginia
$583K -$442K -1,157 -38%
HCA
2118
Heck Capital Advisors
Wisconsin
$580K +$151K +396 +27%
FBFS
2119
First Business Financial Services
Wisconsin
$580K -$1.09M -2,863 -61%
APG
2120
Abacus Planning Group
South Carolina
$577K -$185K -483 -21%
PAS
2121
Parsonex Advisory Services
Colorado
$575K +$705K +1,844 New
RWA
2122
Rooted Wealth Advisors
Illinois
$575K +$371K +972 +106%
IA
2123
Inspire Advisors
Idaho
$574K +$75.7K +198 +12%
CWIG
2124
Chung Wu Investment Group
Texas
$574K -$1.75M -4,583 -71%
UWS
2125
Unique Wealth Strategies
Illinois
$574K -$127K -332 -15%