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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
AW
2126
Alteri Wealth
California
$684K +$264K +711 +76%
CIA
2127
Caerus Investment Advisors
Texas
$682K +$285K +768 +88%
DSA
2128
Droms Strauss Advisors
Missouri
$680K – – –
TWM
2129
Thrive Wealth Management
Pennsylvania
$680K -$2.22K -6 -0.4%
AWA
2130
Amplius Wealth Advisors
Pennsylvania
$678K -$42.3K -114 -7%
IRP
2131
Investment Research Partners
Pennsylvania
$678K +$132K +355 +28%
WT
2132
Washington Trust
Rhode Island
$674K +$5.19K +14 +0.9%
LWP
2133
LMG Wealth Partners
Louisiana
$674K +$4.08K +11 +0.7%
RPWA
2134
Regent Peak Wealth Advisors
Georgia
$673K +$106K +285 +21%
SWM
2135
SeaCrest Wealth Management
New York
$673K -$171K -461 -22%
TIAA Trust, National Association
2136
TIAA Trust, National Association
North Carolina
$673K -$2.03M -5,467 -77%
DFCM
2137
Dark Forest Capital Management
Puerto Rico
$672K +$600K +1,618 New
TAFW
2138
Tred Avon Family Wealth
Maryland
$670K +$10.4K +28 +2%
SC
2139
Steph & Co
Wisconsin
$670K +$113K +306 +23%
SC
2140
Soundwatch Capital
Connecticut
$669K -$6.3K -17 -1%
GCM
2141
Graham Capital Management
Connecticut
$668K +$586K +1,581 +6,081%
OCG
2142
Opus Capital Group
Ohio
$666K +$158K +425 +36%
HA
2143
Harbor Advisors
Florida
$665K – – –
RCMF
2144
RK Capital Management (Florida)
Florida
$665K +$593K +1,600 New
PCM
2145
Pointe Capital Management
Michigan
$663K +$81.5K +220 +16%
ECA
2146
Elevated Capital Advisors
Utah
$663K -$384K -1,036 -39%
QPWM
2147
Quadrant Private Wealth Management
Pennsylvania
$663K +$104K +280 +21%
FWP
2148
Falcon Wealth Planning
California
$660K +$21.9K +59 +4%
WRPWM
2149
Werba Rubin Papier Wealth Management
California
$659K +$111K +300 +23%
FC
2150
Fairscale Capital
New Hampshire
$658K -$24.1K -65 -4%