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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2201
Mindset Wealth Management
Indiana
$531K +$3.93K +13 +0.9%
Members Trust
2202
Members Trust
Florida
$529K +$16.3K +54 +4%
FNBSF
2203
First National Bank Sioux Falls
South Dakota
$527K
CA
2204
Claris Advisors
Missouri
$526K
NRWA
2205
North Ridge Wealth Advisors
Oregon
$526K
CIA
2206
Cape Investment Advisory
Georgia
$525K -$40.8K -135 -8%
BFA
2207
Buttonwood Financial Advisors
Maryland
$522K -$9.38K -31 -2%
GHA
2208
GW Henssler & Associates
Georgia
$521K +$10.3K +34 +2%
PAG
2209
Paladin Advisory Group
Iowa
$520K -$62K -205 -12%
CTC
2210
Corundum Trust Company
South Dakota
$518K -$2.72K -9 -0.6%
CC
2211
Corsicana & Co
Texas
$517K +$453K +1,498 New
CG
2212
Cynosure Group
Utah
$516K -$2.3M -7,604 -84%
BWM
2213
Buska Wealth Management
Wisconsin
$516K -$104K -344 -19%
BAM
2214
Byrne Asset Management
New Jersey
$516K -$237K -783 Closed
BFIM
2215
Beese Fulmer Investment Management
Ohio
$515K +$42.3K +140 +10%
AIIMS
2216
Analyst IMS Investment Management Services
Israel
$513K -$66.8K -221 -13%
Polen Capital Management
2217
Polen Capital Management
Florida
$512K -$1.42M -4,691 -76%
TF
2218
Tompkins Financial
New York
$512K -$3.33K -11 -0.7%
CSPIA
2219
Cary Street Partners Investment Advisory
Virginia
$508K -$202K -669 -31%
PWM
2220
Prosperity Wealth Management
California
$507K -$675K -2,233 -60%
WT
2221
Washington Trust
Rhode Island
$506K +$54.4K +180 +14%
MHC
2222
May Hill Capital
Massachusetts
$505K +$231K +763 +109%
PIA
2223
Pinion Investment Advisors
Kansas
$505K -$163K -539 -28%
RDFA
2224
Ritter Daniher Financial Advisory
Ohio
$504K +$249K +823 +129%
HCM
2225
Hengehold Capital Management
Ohio
$504K +$70.2K +232 +19%