We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2901
Concentric Wealth Management
California
$317K +$71.2K +140 +28%
CFO
2902
Custos Family Office
Texas
$315K -$11.7K -23 -3%
MPW
2903
MGO Private Wealth
California
$315K – – –
BW
2904
BIP Wealth
Georgia
$315K +$8.13K +16 +3%
OPOWM
2905
One Plus One Wealth Management
Florida
$315K – – –
HHGA
2906
Halbert Hargrove Global Advisors
California
$313K +$12.7K +25 +4%
WDG
2907
Wealth Dimensions Group
Ohio
$313K -$34.6K -68 -10%
C
2908
Covestor
United Kingdom
$312K +$51.3K +101 +19%
EIA
2909
Edgemoor Investment Advisors
Maryland
$312K -$10.2K -20 -3%
DA
2910
Dash Acquisitions
California
$311K +$13.7K +27 +4%
DWM
2911
Dogwood Wealth Management
Kansas
$311K +$54.4K +107 +20%
NG
2912
Northstar Group
New York
$311K – – –
SC
2913
Stephenson & Company
California
$311K -$2.03K -4 -0.6%
WJA
2914
Willis Johnson & Associates
Texas
$311K +$46.8K +92 +17%
CFP
2915
Cypress Financial Planning
New Jersey
$311K +$319K +628 New
VFG
2916
V2 Financial group
Illinois
$310K +$113K +223 +55%
AA
2917
Aufman Associates
Pennsylvania
$309K – – –
EWM
2918
Endowment Wealth Management
Wisconsin
$309K -$1.52K -3 -0.5%
LFP
2919
Lakeshore Financial Planning
Michigan
$308K – – –
XWM
2920
Xcel Wealth Management
Florida
$308K -$42.7K -84 -12%
BA
2921
Bridge Advisory
California
$307K +$38.6K +76 +14%
CNC
2922
Citizens & Northern Corp
Pennsylvania
$307K -$8.64K -17 -3%
TA
2923
Tactive Advisors
Florida
$307K -$13.7K -27 -4%
SWM
2924
Seed Wealth Management
Illinois
$307K – – –
CA
2925
Crumly & Associates
Illinois
$307K -$5.08K -10 -2%
115 116
117
118 119