We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2501
Sage Rhino Capital
California
$570K -$12.3K -25 -2%
KWM
2502
KFG Wealth Management
Indiana
$569K +$26.5K +54 +5%
AIA
2503
Angeles Investment Advisors
California
$569K -$218K -445 -28%
MCM
2504
Mendel Capital Management
Arkansas
$568K +$3.92K +8 +0.7%
CBA
2505
Coastal Bridge Advisors
Connecticut
$567K +$59.3K +121 +12%
LAM
2506
Lewis Asset Management
California
$566K -$101K -207 -16%
MWA
2507
Monograph Wealth Advisors
California
$566K +$545K +1,111 New
BC
2508
Bridgefront Capital
Texas
$566K -$291K -593 -35%
SFWC
2509
Strategic Family Wealth Counselors
New Jersey
$565K – – –
OPCM
2510
Osborne Partners Capital Management
California
$565K +$544K +1,110 New
FCAS
2511
First Command Advisory Services
Texas
$564K -$2.94K -6 -0.5%
BFC
2512
Bedel Financial Consulting
Indiana
$564K +$45.1K +92 +9%
VC
2513
Veracity Capital
Georgia
$564K -$112K -228 -17%
EBA
2514
Eagle Bay Advisors
New York
$562K -$110K -224 -17%
SSWM
2515
Strait & Sound Wealth Management
California
$562K +$161K +329 +43%
FCCM
2516
First City Capital Management
Georgia
$561K – – –
OIC
2517
Orion Investment Company
Missouri
$560K +$539K +1,100 New
WPC
2518
Waters Parkerson & Co
Louisiana
$560K -$51.5K -105 -9%
FIM
2519
Fernwood Investment Management
Massachusetts
$559K -$53.4K -109 -9%
RTC
2520
Riverview Trust Company
Washington
$558K -$793K -1,618 -60%
AA
2521
Auxano Advisors
Washington
$557K +$79.4K +162 +17%
TPWM
2522
Twelve Points Wealth Management
Massachusetts
$556K +$36.8K +75 +7%
IWP
2523
Innova Wealth Partners
Pennsylvania
$555K +$79.9K +163 +18%
NL
2524
Navalign LLC
California
$555K – – –
BIA
2525
BHK Investment Advisors
Alabama
$554K +$26K +53 +5%
99 100
101
102 103