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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
QPW
2226
Quantum Private Wealth
Florida
$913K -$72.5K -148 -8%
SWG
2227
Summit Wealth Group
Vermont
$906K +$5.39K +11 +0.6%
TCI Wealth Advisors
2228
TCI Wealth Advisors
Arizona
$904K -$23K -47 -3%
EC
2229
EdgeRock Capital
Colorado
$899K +$59.3K +121 +7%
APWA
2230
Atlas Private Wealth Advisors
New Jersey
$895K +$431K +879 +100%
BC
2231
Broadwater Capital
Massachusetts
$893K – – –
OHWP
2232
Oak Harbor Wealth Partners
North Carolina
$887K +$16.2K +33 +2%
WB
2233
Webster Bank
Connecticut
$883K +$60.8K +124 +8%
SMA
2234
Seven Mile Advisory
New Jersey
$879K +$44.1K +90 +6%
FCA
2235
FLC Capital Advisors
California
$874K – – –
AA
2236
Aire Advisors
California
$872K +$161K +329 +24%
FOA
2237
Five Oceans Advisors
California
$871K -$222K -453 -21%
TWG
2238
The Wealth Group
Minnesota
$870K – – –
SC
2239
Soundwatch Capital
Connecticut
$870K +$838K +1,709 New
Baker Avenue Asset Management
2240
Baker Avenue Asset Management
California
$869K +$45.1K +92 +6%
CD
2241
Chapin Davis
Maryland
$866K +$22.1K +45 +3%
BCM
2242
BluePath Capital Management
Georgia
$866K +$205K +418 +33%
PCM
2243
Presidio Capital Management
California
$865K -$8.82K -18 -1%
WP
2244
WMS Partners
Maryland
$864K +$128K +261 +18%
TWP
2245
Triad Wealth Partners
Kansas
$863K +$158K +323 +24%
FAG
2246
Fortitude Advisory Group
Washington
$859K +$33.3K +68 +4%
PAG
2247
Paladin Advisory Group
Iowa
$858K – – –
CIA
2248
Cape Investment Advisory
Georgia
$858K +$34.8K +71 +4%
CA
2249
Centerpoint Advisors
Massachusetts
$857K -$40.7K -83 -5%
MCA
2250
Magnolia Capital Advisors
Mississippi
$857K -$759K -1,549 -48%