We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
2501
One Plus One Wealth Management
Florida
$476K – – –
SCG
2502
Sonata Capital Group
Washington
$476K -$530 -1 -0.1%
KLCM
2503
KG&L Capital Management
Louisiana
$474K -$37.1K -70 -7%
WDG
2504
Wealth Dimensions Group
Ohio
$473K +$16.4K +31 +4%
MWM
2505
Mascoma Wealth Management
New Hampshire
$471K -$86.3K -163 -15%
BAM
2506
Byrne Asset Management
New Jersey
$471K -$30.7K -58 -6%
FL
2507
Fort LP
Maryland
$469K -$111K -210 -19%
PWM
2508
PRW Wealth Management
Massachusetts
$469K – – –
SGI
2509
Summit Global Investments
Utah
$469K +$530 +1 +0.1%
PPWM
2510
Paragon Private Wealth Management
Kentucky
$469K -$1.06K -2 -0.2%
SBWIC
2511
Schaper Benz & Wise Investment Counsel
Wisconsin
$467K +$20.7K +39 +5%
WDA
2512
Wendell David Associates
New Hampshire
$466K +$8.47K +16 +2%
SAM
2513
SignalPoint Asset Management
Missouri
$465K +$24.9K +47 +6%
NERM
2514
New England Research & Management
Illinois
$464K +$463K +875 New
FSC
2515
Full Sail Capital
Oklahoma
$461K -$25.4K -48 -5%
VCP
2516
Verus Capital Partners
Arizona
$459K -$1.15M -2,162 -71%
TA
2517
TFB Advisors
Kansas
$459K +$459K +866 New
Cohen & Steers
2518
Cohen & Steers
New York
$459K – – –
SAM
2519
Satovsky Asset Management
New York
$459K +$1.59K +3 +0.3%
Rathbones Group
2520
Rathbones Group
United Kingdom
$458K +$11.1K +21 +2%
NP
2521
Ninepoint Partners
Ontario, Canada
$458K – – –
SC
2522
SRB Corp
Massachusetts
$458K +$36K +68 +9%
DJSG
2523
D.J. St. Germain
Massachusetts
$457K +$424K +801 +4%
FPFS
2524
First Personal Financial Services
North Carolina
$454K -$5.3K -10 -1%
JHCP
2525
Jackson Hole Capital Partners
Oklahoma
$453K – – –