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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SICM
2151
Sustainable Insight Capital Management
New York
$743K -$9.99K -19 -1%
WCM
2152
WealthBridge Capital Management
Ohio
$743K
PP
2153
PrairieView Partners
Minnesota
$743K +$10.5K +20 +1%
OBGC
2154
O'Brien Greene & Co
Pennsylvania
$742K +$773K +1,470 New
FAM
2155
Formidable Asset Management
Ohio
$741K +$10.5K +20 +1%
IBOK
2156
Independence Bank of Kentucky
Kentucky
$739K
RCG
2157
Rock Creek Group
District of Columbia
$736K -$57.8K -110 -7%
KC
2158
Kenfarb & Co
Kentucky
$736K
CSB
2159
City State Bank
Iowa
$735K -$7.89K -15 -1%
TPWA
2160
TRUE Private Wealth Advisors
Oregon
$734K -$64.7K -123 -8%
WAM
2161
Walker Asset Management
Missouri
$734K +$2.1K +4 +0.3%
FHC
2162
First Heartland Consultants
Missouri
$733K
JWWM
2163
Johnson & White Wealth Management
Pennsylvania
$733K +$763K +1,451 New
BA
2164
Ballast Advisors
Minnesota
$730K
HWM
2165
Hemington Wealth Management
Virginia
$730K +$113K +214 +17%
MCA
2166
Magnolia Capital Advisors
Mississippi
$728K +$58.4K +111 +8%
ISWM
2167
Independent Solutions Wealth Management
New York
$727K +$281K +535 +59%
TF
2168
Tompkins Financial
New York
$727K +$92K +175 +14%
DIP
2169
DT Investment Partners
Pennsylvania
$726K -$892K -1,696 -54%
MFG
2170
Monte Financial Group
Connecticut
$726K -$98.3K -187 -12%
B
2171
Brightworth
Georgia
$726K -$3.15K -6 -0.4%
SP
2172
Successful Portfolios
Florida
$726K +$6.31K +12 +0.8%
PBO
2173
Peoples Bank (Ohio)
Ohio
$723K -$16.8K -32 -2%
CAL
2174
Capital Advisors Ltd
Ohio
$722K +$16.3K +31 +2%
SMH
2175
Sanders Morris Harris
Texas
$721K