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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
2276
Independent Solutions Wealth Management
New York
$282K +$299K +722 New
Walleye Trading
2277
Walleye Trading
New York
$281K +$297K +718 New
HCM
2278
Hodges Capital Management
Texas
$280K – – –
IWN
2279
Independent Wealth Network
Iowa
$280K +$254K +613 New
BFS
2280
Bickling Financial Services
Massachusetts
$279K +$1.24K +3 +0.4%
EWA
2281
ERTS Wealth Advisors
Michigan
$278K -$16.6K -40 -5%
CIC
2282
Chase Investment Counsel
Virginia
$278K – – –
JHCP
2283
Jackson Hole Capital Partners
Oklahoma
$277K – – –
FAM
2284
Flaharty Asset Management
Florida
$277K +$7.46K +18 +3%
LL
2285
LPWM LLC
Minnesota
$276K – – –
FPFS
2286
First Personal Financial Services
North Carolina
$275K – – –
UWPG
2287
Ullmann Wealth Partners Group
Florida
$275K +$48K +116 +20%
FFA
2288
Founders Financial Alliance
North Carolina
$274K -$708K -1,709 -71%
SFG
2289
StrategIQ Financial Group
Indiana
$274K – – –
TWP
2290
TFO Wealth Partners
Ohio
$274K – – –
LB
2291
Leo Brokerage
Texas
$274K +$1.66K +4 +0.6%
BFWA
2292
Benchmark Financial Wealth Advisors
Florida
$274K +$63.4K +153 +28%
FCIM
2293
Fairview Capital Investment Management
California
$273K -$145K -350 -33%
OFG
2294
Oxford Financial Group
Indiana
$273K +$290K +699 New
WWA
2295
WC Walker & Associates
California
$271K – – –
SWM
2296
Selective Wealth Management
Virginia
$271K +$242K +585 +542%
NWM
2297
Northwest Wealth Management
Iowa
$270K – – –
CAM
2298
Columbia Asset Management
Michigan
$268K +$51.8K +125 +22%
WW
2299
Westshore Wealth
California
$267K -$626K -1,512 -69%
MIM
2300
Moseley Investment Management
Florida
$267K – – –