We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
2526
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$376K +$526 +1 +0.1%
AFC
2527
AFT Forsyth & Company
Florida
$376K +$63.1K +120 +19%
BFWA
2528
Benchmark Financial Wealth Advisors
Florida
$376K +$104K +197 +36%
BWP
2529
Bernardo Wealth Planning
Pennsylvania
$375K +$46.3K +88 +14%
CP
2530
Castleview Partners
Texas
$375K +$385K +733 +7,330%
BRM
2531
Boston Research & Management
Massachusetts
$373K – – –
CFP
2532
Cypress Financial Planning
New Jersey
$373K +$25.8K +49 +7%
FPIS
2533
Financial Planning & Information Services
Wisconsin
$372K – – –
GSIS
2534
Global Strategic Investment Solutions
Arizona
$372K +$16.3K +31 +4%
AIP
2535
Ahrens Investment Partners
Louisiana
$372K +$66.3K +126 +21%
BSAM
2536
Blue Square Asset Management
New York
$371K – – –
PSIWM
2537
Paradigm Strategies in Wealth Management
Minnesota
$371K – – –
C
2538
Covestor
United Kingdom
$371K +$16.3K +31 +4%
BFS
2539
Bickling Financial Services
Massachusetts
$370K +$1.05K +2 +0.3%
FC
2540
Financial Council
Maryland
$370K +$385K +733 New
TMWM
2541
Taylor & Morgan Wealth Management
Michigan
$369K – – –
MGAM
2542
McGowan Group Asset Management
Texas
$368K +$6.84K +13 +2%
IAG
2543
Investmark Advisory Group
Connecticut
$368K +$99.4K +189 +35%
OWM
2544
Orgel Wealth Management
Wisconsin
$367K +$39.4K +75 +12%
NWA
2545
New World Advisors
Massachusetts
$367K +$44.7K +85 +13%
OWA
2546
Octavia Wealth Advisors
Ohio
$365K -$8.94K -17 -2%
CC
2547
Callan Capital
California
$364K -$4.21K -8 -1%
MC
2548
Merlin Capital
Rhode Island
$363K -$92K -175 -20%
UWPG
2549
Ullmann Wealth Partners Group
Florida
$363K – – –
RWP
2550
Ridgecrest Wealth Partners
California
$362K -$2.1K -4 -0.6%
100 101
102
103 104