We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
3026
Industrial Alliance Investment Management
Quebec, Canada
$310K -$27.7K -49 -8%
ICM
3027
Intrepid Capital Management
Florida
$309K – – –
ARC
3028
Advisor Resource Council
Texas
$308K +$298K +527 New
KAM
3029
Kraft Asset Management
Tennessee
$308K -$10.7K -19 -3%
GC
3030
Garde Capital
Washington
$308K -$187K -331 -39%
LF
3031
LifeSteps Financial
California
$308K – – –
SL
3032
Sentry LLC
Tennessee
$307K – – –
PCA
3033
Peddock Capital Advisors
Massachusetts
$306K – – –
SWM
3034
SK Wealth Management
Rhode Island
$306K +$340K +601 New
HFRG
3035
Houlihan Financial Resource Group
Virginia
$306K – – –
SFP
3036
Sandbox Financial Partners
Maryland
$303K -$30.5K -54 -9%
RIM
3037
RW Investment Management
Idaho
$301K – – –
SA
3038
Stewardship Advisors
Pennsylvania
$301K +$291K +515 New
NC
3039
NovaPoint Capital
Georgia
$301K – – –
IAG
3040
Investment Advisory Group
Massachusetts
$299K +$16.4K +29 +6%
GWM
3041
GSB Wealth Management
Connecticut
$299K – – –
CWP
3042
Curated Wealth Partners
California
$298K +$32.2K +57 +13%
DWA
3043
Dougherty Wealth Advisers
Minnesota
$298K -$15.8K -28 -5%
HFS
3044
Horizon Financial Services
North Carolina
$298K -$188K -333 -40%
MA
3045
MAS Advisors
Florida
$297K – – –
PBC
3046
Pavion Blue Capital
California
$297K -$5.66K -10 -2%
WCWM
3047
Willow Creek Wealth Management
California
$297K +$9.62K +17 +3%
ES
3048
Eagle Strategies
New York
$297K -$27.7K -49 -9%
CCA
3049
Carrera Capital Advisors
Michigan
$296K -$14.7K -26 -5%
HPA
3050
High Probability Advisors
New York
$296K -$1.7K -3 -0.6%
120 121
122
123 124