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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2326
SFMG Wealth Advisors
Texas
$754K -$44.1K -90 -6%
SWP
2327
Summit Wealth Partners
Florida
$751K -$84.8K -173 -10%
CC
2328
Copperleaf Capital
North Carolina
$751K -$13.2K -27 -2%
LWM
2329
Laidlaw Wealth Management
New York
$751K -$196K -399 -21%
PCM
2330
Pointe Capital Management
Michigan
$750K +$7.84K +16 +1%
SC
2331
Steph & Co
Wisconsin
$750K -$47.5K -97 -6%
KCM
2332
Kanawha Capital Management
Virginia
$748K +$91.2K +186 +15%
OFG
2333
OmniStar Financial Group
North Carolina
$747K +$14.7K +30 +2%
I
2334
INVST
Indiana
$747K +$124K +252 +20%
GL
2335
Gerber LLC
Ohio
$745K – – –
BWM
2336
Baron Wealth Management
Michigan
$742K -$16.7K -34 -2%
MAM
2337
Marotta Asset Management
Virginia
$741K +$18.1K +37 +3%
CA
2338
Claris Advisors
Missouri
$740K +$10.3K +21 +1%
GPI
2339
General Partner Inc
Pennsylvania
$736K +$2.45K +5 +0.3%
APIM
2340
Agate Pass Investment Management
Washington
$736K +$465K +949 +191%
VCM
2341
Virtue Capital Management
Tennessee
$735K -$86.3K -176 -12%
CM
2342
Columbus Macro
Pennsylvania
$735K -$4.9K -10 -0.7%
SI
2343
Seeds Investor
New York
$734K +$70.6K +144 +11%
EA
2344
Everpar Advisors
Oklahoma
$732K +$113K +231 +19%
ODFS
2345
O'Donnell Financial Services
California
$731K – – –
BFG
2346
Bouchey Financial Group
New York
$731K -$5.88K -12 -0.8%
TA
2347
TCM Advisors
West Virginia
$730K – – –
CCFM
2348
Clear Creek Financial Management
Washington
$728K +$980 +2 +0.1%
KDA
2349
Kraft Davis & Associates
Missouri
$726K – – –
Washington Trust
2350
Washington Trust
Rhode Island
$724K -$13.7K -28 -2%