We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LI
2976
LVZ Inc
Michigan
$332K – – –
SFO
2977
Standard Family Office
South Dakota
$332K – – –
SIA
2978
Sage Investment Advisers
New York
$331K +$89.9K +159 +39%
SIC
2979
SFE Investment Counsel
California
$330K – – –
TA
2980
TruWealth Advisors
Louisiana
$330K -$28.8K -51 -8%
ELM
2981
Elite Life Management
Florida
$330K +$7.35K +13 +2%
LAM
2982
Lakewood Asset Management
Illinois
$329K +$566 +1 +0.2%
MWA
2983
Motive Wealth Advisors
Michigan
$328K – – –
AWM
2984
Accel Wealth Management
Iowa
$328K -$45.2K -80 -12%
WI
2985
Wedgewood Investors
Pennsylvania
$328K -$17K -30 -5%
PFWA
2986
Paces Ferry Wealth Advisors
Georgia
$328K +$13.6K +24 +4%
PGIM
2987
Pacific Global Investment Management
California
$327K – – –
HKIMG
2988
Hutchens & Kramer Investment Management Group
Indiana
$327K -$53.2K -94 -14%
LFGO
2989
Legacy Financial Group (Oklahoma)
Oklahoma
$326K +$72.4K +128 +28%
KWS
2990
Keystone Wealth Services
California
$326K +$315K +557 New
SA
2991
Skyline Advisors
Washington
$326K +$26K +46 +9%
BHBT
2992
Burke & Herbert Bank & Trust
Virginia
$325K – – –
AFS
2993
Axiom Financial Strategies
Indiana
$324K +$314K +555 New
GCM
2994
G2 Capital Management
Ohio
$324K +$1.13K +2 +0.4%
Alesco Advisors
2995
Alesco Advisors
New York
$324K +$12.4K +22 +4%
ACM
2996
Avalon Capital Management
California
$324K +$52.6K +93 +20%
BIA
2997
Barry Investment Advisors
Massachusetts
$323K – – –
CF
2998
Convergence Financial
Missouri
$323K +$62.2K +110 +25%
HC
2999
Hamilton Capital
Ohio
$323K +$16.4K +29 +5%
PWA
3000
Provenance Wealth Advisors
Florida
$322K -$7.35K -13 -2%