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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2301
Iron Horse Wealth Management
Iowa
$614K +$9.35K +19 +2%
HCP
2302
Holt Capital Partners
Texas
$613K – – –
MSWM
2303
McGlone Suttner Wealth Management
Wisconsin
$613K +$4.43K +9 +0.7%
GC
2304
GFG Capital
Florida
$610K +$39.9K +81 +7%
GA
2305
Goldstein Advisors
Wisconsin
$610K +$48.7K +99 +9%
HFP
2306
Holistic Financial Partners
Indiana
$609K -$14.3K -29 -2%
AFG
2307
Alterity Financial Group
Maine
$609K +$7.38K +15 +1%
PBO
2308
Peoples Bank (Ohio)
Ohio
$608K +$5.91K +12 +1%
FWM
2309
FFT Wealth Management
Pennsylvania
$607K +$29K +59 +5%
FH
2310
FWG Holdings
Florida
$606K +$1.48K +3 +0.3%
HS
2311
HighVista Strategies
Massachusetts
$605K +$591K +1,200 New
PWM
2312
Penobscot Wealth Management
Maine
$605K – – –
NL
2313
Navalign LLC
California
$605K +$590K +1,199 New
SCG
2314
Sonata Capital Group
Washington
$604K – – –
GHAM
2315
Gilman Hill Asset Management
Connecticut
$604K -$4.43K -9 -0.7%
BBA
2316
Braun-Bostich & Associates
Pennsylvania
$604K +$243K +493 +70%
VWA
2317
Visionary Wealth Advisors
Illinois
$602K -$40.8K -83 -6%
CFG
2318
Carr Financial Group
Massachusetts
$602K +$276K +560 +98%
LA
2319
Latitude Advisors
Florida
$602K +$53.6K +109 +10%
WT
2320
Washington Trust
Rhode Island
$600K -$2.95K -6 -0.5%
MCM
2321
Mendel Capital Management
Arkansas
$599K +$6.89K +14 +1%
DA
2322
Dillon & Associates
Michigan
$599K – – –
SGK
2323
Steigerwald Gordon & Koch
Virginia
$598K +$7.87K +16 +1%
OFG
2324
Oxford Financial Group
Indiana
$598K -$260K -529 -31%
CF
2325
Copperwynd Financial
Arizona
$597K -$6.4K -13 -1%
91 92
93
94 95