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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
XPN
2276
XY Planning Network
Montana
$473K +$230K +679 +90%
CAGAS
2277
Capital Advisory Group Advisory Services
Minnesota
$473K -$72.5K -214 -13%
C
2278
Croban
Ohio
$472K +$485K +1,431 New
BL
2279
BFSG LLC
California
$472K -$240K -709 -33%
AWS
2280
Aspen Wealth Strategies
Colorado
$472K +$3.05K +9 +0.6%
DIP
2281
DT Investment Partners
Pennsylvania
$470K – – –
CIA
2282
CCM Investment Advisers
South Carolina
$469K – – –
SWM
2283
Sandro Wealth Management
New Jersey
$468K +$481K +1,418 New
HAM
2284
Harmony Asset Management
Arizona
$468K +$253K +748 +112%
SS
2285
Sunbelt Securities
Texas
$467K +$22.4K +66 +5%
DWS
2286
Discipline Wealth Solutions
South Carolina
$467K +$7.79K +23 +2%
PCM
2287
Pointe Capital Management
Michigan
$467K +$18.6K +55 +4%
LWA
2288
Legacy Wealth Advisors
Florida
$467K +$480K +1,416 New
Harris Associates
2289
Harris Associates
Illinois
$467K – – –
HFP
2290
Holistic Financial Partners
Indiana
$467K -$91.8K -271 -16%
BAM
2291
Byrne Asset Management
New Jersey
$466K +$479K +1,413 New
LWM
2292
LeConte Wealth Management
Tennessee
$465K +$18.6K +55 +4%
SIS
2293
Sound Income Strategies
Florida
$464K +$18K +53 +4%
CFSG
2294
Clark Financial Services Group
Missouri
$463K +$4.41K +13 +1%
NLP
2295
Next Level Private
New York
$463K +$55.2K +163 +13%
CW
2296
Code Waechter
Florida
$463K +$133K +391 +39%
AGP
2297
Aspire Growth Partners
Florida
$463K +$9.49K +28 +2%
PIM
2298
Provident Investment Management
Michigan
$462K -$226K -667 -32%
DBRC
2299
D.B. Root & Company
Pennsylvania
$461K -$221K -653 -32%
GWM
2300
GSB Wealth Management
Connecticut
$461K +$42K +124 +10%