We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWWM
2501
Keyes Stange & Wooten Wealth Management
Florida
$259K -$122K -411 -30%
ASG
2502
Ariston Services Group
California
$258K -$284K -953 Closed
RCG
2503
Regatta Capital Group
California
$258K +$34.5K +116 +14%
KC
2504
Karras Company
Utah
$257K -$66.7K -224 -19%
PCM
2505
Permanent Capital Management
Illinois
$257K -$87.9K -295 -30%
CAM
2506
Congress Asset Management
Massachusetts
$257K -$148K -498 -34%
FFWA
2507
Forthright Family Wealth Advisory
Texas
$256K +$154K +518 New
AFPL
2508
Advus Financial Partners, LLC
Florida
$256K -$69.1K -232 -20%
HA
2509
Heartland Advisors
Wisconsin
$256K – – –
VST
2510
Van Strum & Towne
California
$256K – – –
CWA
2511
Consilio Wealth Advisors
Washington
$256K -$37.8K -127 -12%
RFS
2512
Richardson Financial Services
Massachusetts
$255K +$15.5K +52 +6%
BMC
2513
Benin Management Corp
Connecticut
$255K – – –
OFG
2514
Oxford Financial Group
Indiana
$255K -$24.4K -82 -8%
MFS
2515
Miller Financial Services
Michigan
$255K -$11.6K -39 -4%
C
2516
Covestor
United Kingdom
$254K -$121K -407 -30%
ST
2517
Sageworth Trust
Pennsylvania
$254K +$279K +937 New
CIA
2518
Compass Ion Advisors
Pennsylvania
$253K -$21.1K -71 -7%
KJWM
2519
Kiley Juergens Wealth Management
Washington
$253K +$278K +935 New
AW
2520
Alteri Wealth
California
$253K +$46.5K +156 +20%
EWS
2521
Evergreen Wealth Solutions
Pennsylvania
$253K +$58.1K +195 +26%
CFP
2522
Cypress Financial Planning
New Jersey
$253K +$11K +37 +4%
SCA
2523
Stillwater Capital Advisors
Pennsylvania
$252K – – –
THL
2524
Tillman Hartley LLC
Colorado
$252K -$110K -369 -28%
FWM
2525
Foguth Wealth Management
Michigan
$251K -$26.2K -88 -12%
99 100
101
102 103