We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3026
Saxony Capital Management
Missouri
$312K +$2.26K +4 +0.8%
CCM
3027
Crew Capital Management
Ohio
$310K – – –
IAIM
3028
Industrial Alliance Investment Management
Quebec, Canada
$310K -$27.7K -49 -8%
ICM
3029
Intrepid Capital Management
Florida
$309K – – –
ARC
3030
Advisor Resource Council
Texas
$308K +$298K +527 New
KAM
3031
Kraft Asset Management
Tennessee
$308K -$10.7K -19 -3%
GC
3032
Garde Capital
Washington
$308K -$187K -331 -39%
LF
3033
LifeSteps Financial
California
$308K – – –
SL
3034
Sentry LLC
Tennessee
$307K – – –
PCA
3035
Peddock Capital Advisors
Massachusetts
$306K – – –
SWM
3036
SK Wealth Management
Rhode Island
$306K +$340K +601 New
HFRG
3037
Houlihan Financial Resource Group
Virginia
$306K – – –
SFP
3038
Sandbox Financial Partners
Maryland
$303K -$30.5K -54 -9%
RIM
3039
RW Investment Management
Idaho
$301K – – –
SA
3040
Stewardship Advisors
Pennsylvania
$301K +$291K +515 New
NC
3041
NovaPoint Capital
Georgia
$301K – – –
IAG
3042
Investment Advisory Group
Massachusetts
$299K +$16.4K +29 +6%
GWM
3043
GSB Wealth Management
Connecticut
$299K – – –
CWP
3044
Curated Wealth Partners
California
$298K +$32.2K +57 +13%
DWA
3045
Dougherty Wealth Advisers
Minnesota
$298K -$15.8K -28 -5%
HFS
3046
Horizon Financial Services
North Carolina
$298K -$188K -333 -40%
MA
3047
MAS Advisors
Florida
$297K – – –
PBC
3048
Pavion Blue Capital
California
$297K -$5.66K -10 -2%
WCWM
3049
Willow Creek Wealth Management
California
$297K +$9.62K +17 +3%
ES
3050
Eagle Strategies
New York
$297K -$27.7K -49 -9%
120 121
122
123 124