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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2401
Ballast Advisors
Minnesota
$656K -$74K -151 -10%
MSWM
2402
McGlone Suttner Wealth Management
Wisconsin
$655K +$6.37K +13 +1%
SFPG
2403
Stonebridge Financial Planning Group
Florida
$655K -$39.2K -80 -6%
AC
2404
ASB Consultores
Florida
$654K -$685K -1,398 -52%
BP
2405
BCK Partners
New York
$652K +$5.39K +11 +0.9%
MAM
2406
Marquette Asset Management
Minnesota
$651K -$19.1K -39 -3%
EWS
2407
Evergreen Wealth Solutions
Pennsylvania
$648K -$69.1K -141 -10%
SSC
2408
Syverson Strege & Co
Iowa
$647K +$277K +565 +80%
DI
2409
DDFG Inc
California
$646K – – –
KL
2410
KilterHowling LLC
Colorado
$646K +$16.7K +34 +3%
WFL
2411
Wealth Forward LLC
North Dakota
$645K – – –
PC
2412
Prairiewood Capital
North Dakota
$645K +$2.45K +5 +0.4%
SFA
2413
Source Financial Advisors
New York
$642K +$4.9K +10 +0.8%
OPOWM
2414
One Plus One Wealth Management
Florida
$642K +$306K +624 +98%
BWA
2415
Bordeaux Wealth Advisors
California
$641K +$5.39K +11 +0.9%
HAG
2416
HF Advisory Group
Maryland
$640K -$138K -282 -18%
GKWIM
2417
Gerber Kawasaki Wealth & Investment Management
California
$639K +$58.3K +119 +10%
RFP
2418
Root Financial Partners
California
$638K +$54.9K +112 +10%
SC
2419
Summa Corp
Texas
$637K – – –
NPT
2420
Nixon Peabody Trust
Massachusetts
$637K +$147K +299 +31%
CC
2421
Courier Capital
New York
$636K -$1.44M -2,938 -70%
AC
2422
Avory & Company
Florida
$636K – – –
WG
2423
Wealth Group
North Carolina
$636K +$7.84K +16 +1%
HNWAG
2424
High Net Worth Advisory Group
Florida
$636K -$14.7K -30 -2%
MFG
2425
Midwest Financial Group
Kansas
$635K +$1.96K +4 +0.3%
95 96
97
98 99