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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
2251
Gerber Kawasaki Wealth & Investment Management
California
$259K +$34K +98 +16%
BIA
2252
BHK Investment Advisors
Alabama
$258K
MPCG
2253
Matrix Private Capital Group
New York
$257K -$6.58K -19 -3%
WDA
2254
Wendell David Associates
New Hampshire
$257K +$16.6K +48 +7%
PBC
2255
Pavion Blue Capital
California
$254K
MIM
2256
Moseley Investment Management
Florida
$253K +$1.39K +4 +0.6%
WWA
2257
WC Walker & Associates
California
$252K
FPIS
2258
Financial Planning & Information Services
Wisconsin
$252K +$12.5K +36 +6%
IWA
2259
Intercontinental Wealth Advisors
Texas
$250K -$6.58K -19 -3%
SA
2260
Shilanski & Associates
Alaska
$250K -$693 -2 -0.3%
BIA
2261
Barry Investment Advisors
Massachusetts
$250K +$3.81K +11 +2%
NRI
2262
NFP Retirement Inc
California
$250K +$693 +2 +0.3%
CAM
2263
Crestone Asset Management
Colorado
$249K -$19.8K -57 -8%
SGI
2264
Summit Global Investments
Utah
$249K +$15.9K +46 +7%
CCA
2265
Column Capital Advisors
Indiana
$248K -$5.2K -15 -2%
IAP
2266
Indie Asset Partners
Indiana
$247K
V
2267
VeraBank
Texas
$246K
FM
2268
Family Management
New York
$246K +$229K +660 New
G
2269
GenTrust
Florida
$245K +$229K +660 New
BHA
2270
Beech Hill Advisors
New York
$244K
RZH
2271
Relyea Zuckerberg Hanson
Connecticut
$244K +$9.01K +26 +4%
TWP
2272
Treybourne Wealth Planners
Indiana
$243K +$227K +654 New
CWM
2273
Concentric Wealth Management
California
$242K -$17.3K -50 -7%
HPCM
2274
High Pointe Capital Management
Illinois
$242K
AIM
2275
Axiom Investment Management
New York
$242K +$224K +647 New