We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2751
Towercrest Capital Management
Pennsylvania
$236K +$289K +756 New
WDG
2752
Wealth Dimensions Group
Ohio
$236K +$6.12K +16 +2%
XPN
2753
XY Planning Network
Montana
$235K +$1.91K +5 +0.7%
PFS
2754
Prospect Financial Services
New York
$235K +$288K +753 New
LAS
2755
LWM Advisory Services
Florida
$234K +$20.6K +54 +8%
ML
2756
Mayport LLC
Massachusetts
$234K -$34.4K -90 -11%
ACM
2757
Ascent Capital Management
Oregon
$234K -$87.1K -228 -23%
PSFG
2758
Park Square Financial Group
Georgia
$234K -$10.7K -28 -4%
TI
2759
Truepoint Inc
Ohio
$233K +$1.91K +5 +0.7%
CWG
2760
Crown Wealth Group
North Carolina
$233K +$764 +2 +0.3%
LGG
2761
Luts & Greenleigh Group
Maryland
$233K -$36.7K -96 -11%
CF
2762
Clarity Financial
Texas
$233K -$68K -178 -19%
SFPG
2763
Stonebridge Financial Planning Group
Florida
$232K -$85.6K -224 -23%
BTWM
2764
Brass Tax Wealth Management
Ohio
$232K -$4.59K -12 -2%
AA
2765
Alesco Advisors
New York
$232K +$69.2K +181 +32%
WIM
2766
Warwick Investment Management
Texas
$231K +$57.3K +150 +25%
LTI
2767
Laffer Tengler Investments
Tennessee
$231K +$90.6K +237 +47%
WW
2768
Westshore Wealth
California
$231K – – –
TBT
2769
Texas Bank & Trust
Texas
$231K -$650K -1,701 -70%
AWMG
2770
Alliance Wealth Management Group
New Jersey
$231K +$283K +741 New
GA
2771
Goldstein Advisors
Wisconsin
$230K -$187K -490 -40%
EBA
2772
Eagle Bay Advisors
New York
$230K -$57.3K -150 -17%
WRPWM
2773
Werba Rubin Papier Wealth Management
California
$230K -$108K -283 -28%
LWM
2774
Liberty Wealth Management
California
$230K -$48.5K -127 -15%
BRM
2775
Boston Research & Management
Massachusetts
$230K – – –
109 110
111
112 113