We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1376
D.B. Root & Company
Pennsylvania
$358K +$344K +1,623 New
VIM
1377
Vista Investment Management
Pennsylvania
$357K +$343K +1,620 New
CAAS
1378
Capital Asset Advisory Services
Michigan
$355K -$2.12K -10 -0.6%
NWP
1379
Northstar Wealth Partners
Connecticut
$355K +$21.2K +100 +7%
IIM
1380
Intact Investment Management
Quebec, Canada
$353K – – –
CFA
1381
Carroll Financial Associates
North Carolina
$348K -$3.81K -18 -1%
BFO
1382
Boston Family Office
Massachusetts
$347K – – –
PFBT
1383
Parkside Financial Bank & Trust
Missouri
$346K -$72.7K -343 -18%
VA
1384
Valmark Advisers
Ohio
$346K +$108K +509 +48%
PAA
1385
Peregrine Asset Advisers
Oregon
$338K +$324K +1,531 New
TWM
1386
Titus Wealth Management
California
$336K +$323K +1,524 New
AW
1387
Alpha Windward
Massachusetts
$335K -$11.9K -56 -4%
FIMG
1388
Financial & Investment Management Group
Michigan
$335K – – –
EWM
1389
Evermay Wealth Management
Virginia
$334K -$53K -250 -14%
SCG
1390
Sonata Capital Group
Washington
$331K – – –
PWM
1391
Perigon Wealth Management
California
$330K +$46.6K +220 +17%
RWA
1392
River Wealth Advisors
Pennsylvania
$329K – – –
1SB
1393
1ST Source Bank
Indiana
$329K +$7.42K +35 +2%
DDC
1394
DF Dent & Co
Maryland
$328K +$316K +1,490 New
CWM
1395
Circle Wealth Management
New Jersey
$327K +$3.39K +16 +1%
PM
1396
Parametrica Management
Hong Kong
$327K +$81.8K +386 +35%
WT
1397
Washington Trust
Rhode Island
$326K – – –
AFS
1398
Access Financial Services
Minnesota
$325K -$9.54K -45 -3%
RE
1399
RBC Europe
United Kingdom
$323K +$13.8K +65 +5%
BL
1400
BFSG LLC
California
$323K +$66.5K +314 +27%
54 55
56
57 58