We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
2901
Shulman DeMeo Asset Management
New York
$412K +$4.54K +8 +1%
SFG
2902
Seamount Financial Group
Colorado
$412K -$18.8K -33 -4%
ITIM
2903
Indiana Trust & Investment Management
Indiana
$412K +$10.2K +18 +2%
LW
2904
Linscomb Wealth
Texas
$411K -$65.3K -115 -12%
AG
2905
AmeriFlex Group
Nevada
$411K +$430K +757 New
TC
2906
Trilogy Capital
California
$410K -$26.1K -46 -5%
BAS
2907
Breakthru Advisory Services
Wisconsin
$410K +$461K +811 New
BWA
2908
BlueChip Wealth Advisors
Georgia
$410K +$10.2K +18 +2%
Capula Management
2909
Capula Management
Cayman Islands
$410K +$460K +810 New
HA
2910
Harfst & Associates
Wyoming
$409K -$2.41M -4,235 -84%
EPP
2911
ETF Portfolio Partners
Kansas
$409K – – –
AIA
2912
Accelerate Investment Advisors
California
$409K +$182K +321 +66%
EA
2913
Everpar Advisors
Oklahoma
$409K -$289K -509 -39%
HOWA
2914
Heritage Oak Wealth Advisors
Florida
$409K -$147K -259 -24%
RMC
2915
Ring Mountain Capital
California
$408K +$459K +807 New
BSB
2916
Bangor Savings Bank
Maine
$407K +$31.8K +56 +7%
JWA
2917
JFS Wealth Advisors
Pennsylvania
$405K -$1.53M -2,698 -77%
VAMG
2918
Voisard Asset Management Group
Michigan
$405K +$1.71K +3 +0.4%
WWA
2919
Wisconsin Wealth Advisors
Wisconsin
$405K +$455K +800 New
SAM
2920
Strive Asset Management
Ohio
$404K +$454K +799 New
CF
2921
Claris Financial
Virginia
$404K +$453K +798 New
EFG
2922
Elm3 Financial Group
Georgia
$403K +$453K +797 New
TFF
2923
The Family Firm
Maryland
$402K +$1.14K +2 +0.3%
PSFG
2924
Park Square Financial Group
Georgia
$402K +$452K +795 New
CP
2925
Castleview Partners
Texas
$401K -$210K -370 -32%