We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
EW
2051
Elyxium Wealth
California
$649K +$100K +262 +14%
PMSA
2052
Patrick M. Sweeney & Associates
Illinois
$648K – – –
HWA
2053
HCR Wealth Advisors
California
$648K -$17.6K -46 -2%
GSEP
2054
Golden State Equity Partners
California
$648K -$464K -1,215 -37%
LWM
2055
LJI Wealth Management
Indiana
$647K +$512K +1,340 +182%
ESB
2056
Essex Savings Bank
Connecticut
$647K -$140K -366 -15%
IFS
2057
Ifrah Financial Services
Arkansas
$646K -$62.7K -164 -7%
DAM
2058
Diamant Asset Management
Connecticut
$646K – – –
WPA
2059
West Paces Advisors
Georgia
$645K +$188K +493 +31%
WAM
2060
Weinberger Asset Management
California
$644K -$50.8K -133 -6%
LAM
2061
Lewis Asset Management
California
$643K +$264K +692 +51%
BCP
2062
Berkeley Capital Partners
Georgia
$642K -$94.8K -248 -11%
YIM
2063
Yoffe Investment Management
Pennsylvania
$642K +$382 +1 +0%
CWM
2064
Cornerstone Wealth Management
Missouri
$641K +$63.4K +166 +9%
GWA
2065
Gratus Wealth Advisors
Virginia
$639K -$116K -304 -13%
TWM
2066
Thrive Wealth Management
Pennsylvania
$638K +$125K +327 +19%
GWCM
2067
Godshalk Welsh Capital Management
Pennsylvania
$638K -$17.2K -45 -2%
GWP
2068
Gateway Wealth Partners
Wisconsin
$637K +$302K +789 +63%
RL
2069
Rogco LP
Oklahoma
$634K +$141K +368 +22%
BL
2070
BFSG LLC
California
$634K +$18K +47 +2%
Douglass Winthrop Advisors
2071
Douglass Winthrop Advisors
New York
$632K -$3.69M -9,662 -83%
SIS
2072
Sound Income Strategies
Florida
$630K -$144K -378 -16%
Vanguard Capital Wealth Advisors
2073
Vanguard Capital Wealth Advisors
Colorado
$630K +$771K +2,018 New
AWM
2074
Aprio Wealth Management
Georgia
$629K +$208K +545 +37%
CWA
2075
Crux Wealth Advisors
California
$625K +$73.4K +192 +11%