We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
1926
Wilson & Boucher Capital Management
California
$785K -$132K -437 -16%
SMC
1927
Smith, Moore & Co
Missouri
$784K -$29.3K -97 -4%
MWA
1928
Medallion Wealth Advisors
Connecticut
$784K +$2.42K +8 +0.4%
CSB
1929
City State Bank
Iowa
$781K +$88.3K +292 +15%
RPGK
1930
Retirement Planning Group (Kansas)
Kansas
$780K +$683K +2,259 New
ASBI
1931
American State Bank (Iowa)
Iowa
$780K +$103K +342 +18%
FSA
1932
Financial Security Advisor
Virginia
$779K -$141K -467 -17%
SHFA
1933
SC&H Financial Advisors
Maryland
$777K -$5.14K -17 -0.7%
ECM
1934
EMC Capital Management
Texas
$777K +$680K +2,250 New
SFG
1935
Sovereign Financial Group
Connecticut
$775K -$1.51K -5 -0.2%
AG
1936
AmeriFlex Group
Nevada
$773K +$90.7K +300 +15%
AR
1937
Apeiron RIA
Texas
$773K -$192K -635 -23%
SIG
1938
Spinnaker Investment Group
California
$771K +$462K +1,528 +217%
LWCFA
1939
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$769K +$393K +1,298 +155%
VCWM
1940
Vista Cima Wealth Management
Arizona
$768K +$673K +2,225 New
RBC
1941
Romano Brothers & Co
Illinois
$767K -$114K -376 -14%
CBT
1942
CoreFirst Bank & Trust
Kansas
$766K – – –
WIC
1943
Wilkins Investment Counsel
Massachusetts
$765K -$195K -645 -23%
MA
1944
MJP Associates
Connecticut
$762K +$156K +515 +30%
GCP
1945
GSA Capital Partners
United Kingdom
$760K -$1.4M -4,638 -68%
PWP
1946
Phillips Wealth Planners
Mississippi
$760K +$109K +360 +20%
EWM
1947
Evermay Wealth Management
Virginia
$758K -$10.3K -34 -2%
CF
1948
Cyr Financial
Illinois
$757K +$75.6K +250 +13%
TCOTS
1949
Trust Company of the South
North Carolina
$756K -$90.4K -299 -12%
SMH
1950
Sanders Morris Harris
Texas
$756K +$662K +2,190 New
76 77
78
79 80