We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1901
Bayesian Capital Management
New York
$646K +$685K +1,654 New
NB
1902
Nicolet Bankshares
Wisconsin
$645K
CGFA
1903
Colton Groome Financial Advisors
North Carolina
$643K
OPWM
1904
Oxinas Partners Wealth Management
Indiana
$638K -$12K -29 -2%
HC
1905
Hendley & Co
Ohio
$638K
IIC
1906
Integrated Investment Consultants
Michigan
$635K +$36.4K +88 +6%
SEIA
1907
Signature Estate & Investment Advisors
California
$634K +$4.97K +12 +0.7%
SKK
1908
Shepherd Kaplan Krochuk
Massachusetts
$632K
IA
1909
Insight Advisors
Pennsylvania
$628K -$6.63K -16 -1%
GTAM
1910
Global Trust Asset Management
Florida
$627K -$828 -2 -0.1%
ESCM
1911
Echo Street Capital Management
New York
$626K +$191K +462 +41%
CF
1912
Centaurus Financial
California
$625K +$24K +58 +4%
ACM
1913
Alethea Capital Management
Washington
$624K +$661K +1,597 New
OFS
1914
OneAscent Financial Services
Alabama
$621K +$658K +1,588 New
FPGK
1915
Financial Partners Group (Kansas)
Kansas
$617K -$97.3K -235 -13%
PP
1916
Patron Partners
Texas
$615K +$18.6K +45 +3%
FOA
1917
Five Oceans Advisors
California
$614K +$651K +1,572 New
WA
1918
WealthTrust Axiom
Pennsylvania
$613K +$4.14K +10 +0.6%
TWA
1919
TCI Wealth Advisors
Arizona
$613K +$154K +371 +31%
BIP
1920
Blueprint Investment Partners
North Carolina
$613K +$650K +1,569 New
Pzena Investment Management
1921
Pzena Investment Management
New York
$612K +$26.9K +65 +4%
RPWA
1922
Regent Peak Wealth Advisors
Georgia
$609K +$12.8K +31 +2%
SSCA
1923
South Shore Capital Advisors
Massachusetts
$608K -$34.8K -84 -5%
TPWA
1924
TRUE Private Wealth Advisors
Oregon
$607K -$2.9K -7 -0.4%
AWA
1925
Aaron Wealth Advisors
Illinois
$606K +$2.9K +7 +0.5%