We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2776
Reston Wealth Management
Virginia
$287K +$10.8K +22 +4%
WWG
2777
West Wealth Group
California
$286K +$489 +1 +0.2%
OPTFSNA
2778
Old Point Trust & Financial Services N A
Virginia
$286K – – –
KDA
2779
Kraft Davis & Associates
Missouri
$285K +$273K +558 New
VCM
2780
Versant Capital Management
Arizona
$285K +$14.2K +29 +5%
NC
2781
NovaPoint Capital
Georgia
$285K – – –
B
2782
Bridgeworth
Alabama
$284K +$14.7K +30 +5%
MWP
2783
Meridian Wealth Partners
Pennsylvania
$284K +$22K +45 +8%
QP
2784
Quilter Plc
United Kingdom
$284K – – –
SF
2785
Slagle Financial
Illinois
$283K +$288K +590 New
KFS
2786
Kaizen Financial Strategies
California
$283K -$141K -289 -32%
BA
2787
Bridge Advisory
California
$282K +$17.1K +35 +6%
OLA
2788
Oliver Luxxe Assets
New Jersey
$281K – – –
IEFM
2789
IQ EQ Fund Management
Ireland
$280K +$285K +583 New
PA
2790
Probity Advisors
Texas
$280K +$285K +583 New
ITIM
2791
Indiana Trust & Investment Management
Indiana
$280K -$11.7K -24 -4%
VAG
2792
VisionPoint Advisory Group
Texas
$280K +$10.3K +21 +4%
TPCM
2793
Templeton & Phillips Capital Management
Tennessee
$279K +$284K +580 New
TFA
2794
Trinity Financial Advisors
Ohio
$279K +$16.1K +33 +6%
DE
2795
Day & Ennis
Georgia
$277K – – –
APW
2796
Acima Private Wealth
Virginia
$276K -$12.7K -26 -4%
TM
2797
Triatomic Management
California
$276K +$178K +365 +174%
QCM
2798
Qsemble Capital Management
New York
$276K +$281K +575 New
OCPWS
2799
One Charles Private Wealth Services
Massachusetts
$276K – – –
CFG
2800
Carr Financial Group
Massachusetts
$275K +$280K +573 New