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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2351
Oxford Financial Group
Indiana
$722K +$147K +299 +27%
CCP
2352
Cassia Capital Partners
North Carolina
$721K +$77.4K +158 +13%
RFA
2353
Resurgent Financial Advisors
Georgia
$715K +$18.6K +38 +3%
SFS
2354
Summit Financial Strategies
Ohio
$714K -$23K -47 -3%
FA
2355
Fiduciary Alliance
South Carolina
$713K +$285K +582 +69%
TC
2356
TradeLink Capital
Illinois
$713K +$686K +1,400 New
VNA
2357
Valley National Advisers
Pennsylvania
$711K +$52K +106 +8%
JWM
2358
Janiczek Wealth Management
Colorado
$709K -$207K -422 -23%
CAS
2359
Coppell Advisory Solutions
Texas
$707K +$680K +1,388 New
PEA
2360
Park Edge Advisors
Ohio
$705K -$81.9K -167 -11%
VA
2361
Verdad Advisers
Massachusetts
$703K +$166K +339 +33%
HWM
2362
Hemington Wealth Management
Virginia
$702K -$10.3K -21 -2%
ASBI
2363
American State Bank (Iowa)
Iowa
$700K +$39.7K +81 +6%
WWM
2364
Whalen Wealth Management
Nevada
$699K +$490 +1 +0.1%
WCM
2365
Washington Capital Management
Washington
$698K -$19.6K -40 -3%
TAM
2366
Townsend Asset Management
North Carolina
$698K -$494K -1,007 -42%
WCM
2367
WealthBridge Capital Management
Ohio
$696K -$64.7K -132 -9%
CWS
2368
Cypress Wealth Services
California
$695K +$40.7K +83 +6%
HCP
2369
Holt Capital Partners
Texas
$695K +$66.7K +136 +11%
KCPG
2370
Kavar Capital Partners Group
Kansas
$695K +$56.4K +115 +9%
SMH
2371
Sanders Morris Harris
Texas
$694K – – –
BLC
2372
Brown, Lisle/Cummings
Rhode Island
$693K – – –
PBO
2373
Peoples Bank (Ohio)
Ohio
$690K +$95.6K +195 +17%
CPC
2374
Congress Park Capital
New York
$689K +$13.7K +28 +2%
VWM
2375
Vigilare Wealth Management
Arizona
$688K +$66.7K +136 +11%