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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2176
United Community Bank
South Carolina
$754K +$3.86K +8 +0.5%
4WM
2177
44 Wealth Management
Oregon
$753K -$140K -291 -15%
WA
2178
Waddell & Associates
Tennessee
$748K -$16.4K -34 -2%
TFCP
2179
Twin Focus Capital Partners
Massachusetts
$747K +$6.76K +14 +0.9%
SWA
2180
SFMG Wealth Advisors
Texas
$746K +$3.86K +8 +0.5%
WWP
2181
WR Wealth Planners
Missouri
$746K +$464K +962 +156%
CWM
2182
Cornerstone Wealth Management
Missouri
$744K +$760K +1,574 New
TAM
2183
Titleist Asset Management
Texas
$744K +$759K +1,573 New
ISWM
2184
Independent Solutions Wealth Management
New York
$742K -$522K -1,081 -41%
CWP
2185
Concord Wealth Partners
Virginia
$742K +$379K +785 +100%
AC
2186
Avory & Company
Florida
$741K -$132K -273 -15%
OFS
2187
Oldfather Financial Services
Nebraska
$739K +$5.79K +12 +0.8%
CFO
2188
Collective Family Office
Pennsylvania
$737K -$22.7K -47 -3%
IIA
2189
ICW Investment Advisors
Arizona
$737K +$70.9K +147 +10%
LL
2190
LWMG LLC
Minnesota
$735K -$965 -2 -0.1%
PWMG
2191
Provence Wealth Management Group
California
$732K +$165K +341 +28%
SFG
2192
Sunburst Financial Group
Alabama
$731K -$19.3K -40 -3%
DA
2193
DCM Advisors
New York
$728K -$30.4K -63 -4%
LCM
2194
Lewis Capital Management
California
$728K – – –
FPWM
2195
FSB Premier Wealth Management
Iowa
$726K -$70.5K -146 -9%
CFG
2196
Cooper Financial Group
California
$726K -$49.2K -102 -6%
FA
2197
Faithward Advisors
Pennsylvania
$725K +$716K +1,483 New
BSAM
2198
Blue Square Asset Management
New York
$724K +$385K +798 +109%
QFA
2199
Quantum Financial Advisors
California
$723K -$44.9K -93 -6%
SFG
2200
Sather Financial Group
Texas
$723K -$21.2K -44 -3%
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