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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
2101
Winthrop Partners - WNY
New York
$613K +$629K +1,857 New
PW
2102
PUREfi Wealth
Massachusetts
$612K +$7.79K +23 +1%
SPWG
2103
Syntegra Private Wealth Group
Missouri
$611K +$4.74K +14 +0.8%
EFA
2104
Evernest Financial Advisors
Indiana
$609K -$350K -1,032 -32%
FFA
2105
Florida Financial Advisors
Florida
$609K -$32.2K -95 -5%
BIG
2106
Brookwood Investment Group
Arizona
$608K -$500K -1,474 -44%
CLOS
2107
Compagnie Lombard Odier SCmA
Switzerland
$608K -$197K -582 -24%
SPL
2108
Smart Portfolios LLC
Washington
$607K -$10.8K -32 -2%
SRA
2109
Secured Retirement Advisors
Minnesota
$607K +$15.9K +47 +3%
FAM
2110
Flaharty Asset Management
Florida
$607K
AR
2111
Apeiron RIA
Texas
$606K -$11.9K -35 -2%
MF
2112
Magnetar Financial
Illinois
$606K +$622K +1,835 New
RCM
2113
RB Capital Management
Nevada
$606K -$250K -739 -29%
CFO
2114
Cambient Family Office
Michigan
$605K +$622K +1,834 New
WMP
2115
Wealth Management Partners
Arizona
$605K +$98.6K +291 +19%
Fuller & Thaler Asset Management
2116
Fuller & Thaler Asset Management
California
$604K
AP
2117
Anchyra Partners
Georgia
$603K +$619K +1,828 New
CAWM
2118
Capital Advisors Wealth Management
Washington
$603K +$24.1K +71 +4%
RB
2119
Renasant Bank
Mississippi
$602K -$82.7K -244 -12%
NSIM
2120
North Star Investment Management
Illinois
$601K +$26.1K +77 +4%
FWMP
2121
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$601K -$3.39K -10 -0.5%
WLIM
2122
White Lighthouse Investment Management
Massachusetts
$600K -$21.4K -63 -3%
EWM
2123
Elevation Wealth Management
Minnesota
$597K +$613K +1,809 New
WWC
2124
Waypoint Wealth Counsel
Georgia
$597K +$20K +59 +3%
CCG
2125
Coastwise Capital Group
California
$596K -$194K -571 -24%