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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
2151
Trust Company of the South
North Carolina
$576K -$151K -446 -20%
JTWM
2152
Jackson Thornton Wealth Management
Alabama
$575K -$33.5K -99 -6%
EW
2153
Element Wealth
Mississippi
$574K +$7.79K +23 +1%
DSC
2154
Duncker Streett & Co
Missouri
$572K -$306K -903 -34%
FFWA
2155
FRG Family Wealth Advisors
Washington
$572K – – –
4WM
2156
44 Wealth Management
Oregon
$571K +$130K +385 +29%
WA
2157
Waddell & Associates
Tennessee
$571K -$80K -236 -12%
LA
2158
Lifeworks Advisors
Michigan
$570K +$44.4K +131 +8%
1CP
2159
1015 Capital Partners
Pennsylvania
$569K +$584K +1,724 New
LJAC
2160
L.J. Altfest & Co
New York
$568K -$1.52M -4,492 -72%
RCA
2161
Ranch Capital Advisors
Florida
$566K +$581K +1,715 New
MIC
2162
Means Investment Company
Maine
$565K -$41K -121 -7%
PEA
2163
Park Edge Advisors
Ohio
$565K +$129K +380 +29%
BFG
2164
Birch Financial Group
New Hampshire
$565K -$127K -375 -18%
FSA
2165
Franklin Street Advisors
North Carolina
$565K -$6.78K -20 -1%
VBFP
2166
Valtinson Bruner Financial Planning
Minnesota
$564K -$16.6K -49 -3%
ML
2167
McAdam LLC
Pennsylvania
$564K +$97.3K +287 +20%
MMC
2168
Mizuho Markets Cayman
Cayman Islands
$563K -$3.4M -10,022 -85%
Facet Wealth Inc
2169
Facet Wealth Inc
Maryland
$563K +$264K +780 +69%
FC
2170
Fairscale Capital
New Hampshire
$562K -$160K -473 -22%
MRI
2171
Mad River Investors
Massachusetts
$561K – – –
MQWP
2172
Morey & Quinn Wealth Partners
Nebraska
$561K +$339 +1 +0.1%
CFG
2173
Copley Financial Group
California
$561K -$51.2K -151 -8%
JE
2174
Jacobs Equity
Utah
$559K +$574K +1,693 New
APIM
2175
Agate Pass Investment Management
Washington
$558K +$20K +59 +4%