We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1651
Summit Financial Wealth Advisors
Louisiana
$1.06M -$28.1K -81 -3%
BHTS
1652
Bar Harbor Trust Services
Maine
$1.06M +$29.8K +86 +3%
IA
1653
IAM Advisory
Pennsylvania
$1.05M +$40.5K +117 +5%
WEPOG
1654
Wealth Enhancement & Preservation of GA
Georgia
$1.04M +$7.97K +23 +0.8%
KFP
1655
KB Financial Partners
New Jersey
$1.04M +$972K +2,806 New
AG
1656
AlphaSimPlex Group
Massachusetts
$1.04M -$191K -551 -16%
VLC
1657
Van Leeuwen & Company
New Jersey
$1.04M -$151K -437 -14%
CP
1658
Camelot Portfolios
Ohio
$1.04M +$499K +1,440 +106%
PFA
1659
Paradigm Financial Advisors
Missouri
$1.04M – – –
9WM
1660
9258 Wealth Management
Ohio
$1.03M -$55.8K -161 -5%
FSA
1661
Franklin Street Advisors
North Carolina
$1.03M -$32.9K -95 -3%
AL
1662
Aspiriant LLC
California
$1.02M +$38.1K +110 +4%
CG
1663
CFO4Life Group
Texas
$1.02M -$14.2K -41 -1%
IFWM
1664
Institute for Wealth Management
Colorado
$1.02M +$44K +127 +5%
MCCP
1665
Mission Creek Capital Partners
California
$1.02M -$4.16K -12 -0.4%
PP
1666
PDS Planning
Ohio
$1.02M +$21.8K +63 +2%
AWA
1667
ARS Wealth Advisors
Florida
$1.02M -$96K -277 -9%
CIP
1668
Convergence Investment Partners
Florida
$1.02M -$9.36K -27 -1%
SOAMC
1669
Spirit of America Management Corp
New York
$1.01M -$459K -1,325 -33%
GWM
1670
Gitterman Wealth Management
New Jersey
$1.01M +$942K +2,719 New
AWA
1671
Alta Wealth Advisors
Massachusetts
$1.01M -$3.81K -11 -0.4%
ICM
1672
IMS Capital Management
Oregon
$1M -$335K -966 -26%
EWM
1673
Endurance Wealth Management
Rhode Island
$1M +$143K +412 +18%
RIM
1674
Redwood Investment Management
Arizona
$1M +$666K +1,923 +249%
WMA
1675
Wealth Management Associates
New Jersey
$997K -$5.54K -16 -0.6%
65 66
67
68 69