We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
2801
Client 1st Advisory Group
Florida
$392K +$33.1K +62 +9%
BO
2802
Bank OZK
Arkansas
$392K -$18.7K -35 -4%
AWAP
2803
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$392K – – –
BWM
2804
BlackDiamond Wealth Management
New York
$391K +$99.7K +187 +32%
ODIJL
2805
One Day In July LLC
Vermont
$391K -$4.27K -8 -1%
VAFP
2806
Vahanian & Associates Financial Planning
New York
$390K -$176K -330 -31%
WW
2807
Westshore Wealth
California
$389K -$15.5K -29 -4%
BRM
2808
Boston Research & Management
Massachusetts
$389K – – –
FPIS
2809
Financial Planning & Information Services
Wisconsin
$389K -$16K -30 -4%
BPFA
2810
Barnes Pettey Financial Advisors
Mississippi
$389K +$1.6K +3 +0.4%
JPWM
2811
Jamison Private Wealth Management
Georgia
$388K +$14.4K +27 +4%
JDR
2812
Jay D. Rosenbaum
$387K -$46.4K -87 -11%
EB
2813
Exchange Bank
California
$386K -$95.5K -179 -20%
CJ
2814
Caitlin John
Michigan
$386K +$391K +733 New
GWM
2815
Gray Wealth Management
Maine
$386K -$18.7K -35 -5%
PSIWM
2816
Paradigm Strategies in Wealth Management
Minnesota
$386K – – –
WWC
2817
Waypoint Wealth Counsel
Georgia
$385K +$12.3K +23 +3%
IPW
2818
Invictus Private Wealth
Colorado
$385K -$59.2K -111 -13%
BWA
2819
BlueSky Wealth Advisors
North Carolina
$385K +$155K +290 +66%
OCA
2820
Otter Creek Advisors
Florida
$384K -$4.16M -7,800 -91%
MS
2821
Madden Securities
Texas
$383K +$388K +728 New
NFP
2822
Narus Financial Partners
Utah
$383K -$21.3K -40 -5%
CAM
2823
Columbia Asset Management
Michigan
$381K -$63.5K -119 -14%
LPAM
2824
Lodestar Private Asset Management
California
$380K – – –
RMCM
2825
Reynders McVeigh Capital Management
Massachusetts
$379K -$100K -188 -21%
111 112
113
114 115