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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
2451
Legacy Edge Advisors
New York
$423K
AMG
2452
Advisors Management Group
Wisconsin
$423K
PAM
2453
PCG Asset Management
New Jersey
$422K -$18.5K -50 -5%
SIC
2454
Sterling Investment Counsel
New York
$422K -$68.9K -186 -15%
TGIA
2455
Torrey Growth & Income Advisors
California
$419K -$983K -2,652 -73%
BWM
2456
BlackDiamond Wealth Management
New York
$418K -$107K -288 -22%
IPW
2457
Impact Partnership Wealth
Georgia
$418K -$536K -1,446 -59%
JF
2458
JMN Financial
Ohio
$417K +$372K +1,003 New
TPW
2459
TOP Private Wealth
Connecticut
$417K +$372K +1,003 New
VCP
2460
Vista Capital Partners
Oregon
$417K +$372K +1,003 New
LBWM
2461
Left Brain Wealth Management
Illinois
$416K +$371K +1,002 New
FCA
2462
Fortis Capital Advisors
Kansas
$416K +$371K +1,001 New
Cohen & Steers
2463
Cohen & Steers
New York
$416K
AF
2464
AtlasMark Financial
Texas
$416K
MO
2465
McMillan Office
Michigan
$416K
EFP
2466
Elser Financial Planning
Indiana
$416K +$55.2K +149 +18%
PIA
2467
Prakash Investment Advisors
Massachusetts
$416K +$371K +1,000 New
VC
2468
Veracity Capital
Georgia
$415K +$63K +170 +21%
IIC
2469
Integrated Investment Consultants
Michigan
$415K +$8.53K +23 +2%
BFC
2470
Bedel Financial Consulting
Indiana
$414K -$13K -35 -3%
TLP
2471
Trinity Legacy Partners
Texas
$413K +$362K +976 New
DWM
2472
Dynasty Wealth Management
Florida
$413K -$203K -547 -35%
AMG
2473
Asset Management Group
Connecticut
$413K -$73.4K -198 -17%
SWRP
2474
Summit Wealth & Retirement Planning
California
$412K -$6.3K -17 -2%
SFG
2475
Sunburst Financial Group
Alabama
$412K -$1.48K -4 -0.4%