We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2051
Klingman & Associates
New York
$505K +$18.5K +62 +3%
MFWP
2052
Mosaic Family Wealth Partners
Missouri
$504K +$183K +615 +49%
BMCM
2053
Burns Matteson Capital Management
New York
$503K -$1.37M -4,594 -71%
WAM
2054
Weinberger Asset Management
California
$502K -$3.87K -13 -0.7%
KAM
2055
KEB Asset Management
Illinois
$501K -$34.8K -117 -6%
ACM
2056
AlphaStar Capital Management
North Carolina
$500K +$86.4K +290 +19%
FTC
2057
Farmers Trust Company
Ohio
$500K +$20K +67 +4%
KFAS
2058
Keating Financial Advisory Services
Kansas
$500K -$939K -3,152 -63%
FWMP
2059
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$499K +$7.15K +24 +1%
TWM
2060
TopTier Wealth Management
Wisconsin
$498K -$63.4K -213 -10%
KWA
2061
Kellett Wealth Advisors
Ohio
$496K +$26.2K +88 +5%
Fuller & Thaler Asset Management
2062
Fuller & Thaler Asset Management
California
$495K
1WA
2063
180 Wealth Advisors
Washington
$495K +$165K +555 +44%
EW
2064
Element Wealth
Mississippi
$494K +$26.2K +88 +5%
PL
2065
PeakShares LLC
Florida
$493K +$156K +524 +40%
PCM
2066
Presidio Capital Management
California
$493K -$101K -338 -16%
TCM
2067
Traynor Capital Management
Pennsylvania
$492K +$107K +360 +24%
NSIM
2068
North Star Investment Management
Illinois
$491K -$1.49K -5 -0.3%
WW
2069
Waterfront Wealth
Kansas
$490K +$540K +1,812 New
BFIM
2070
Beese Fulmer Investment Management
Ohio
$488K -$48.5K -163 -8%
SPWG
2071
Sage Private Wealth Group
Illinois
$488K +$14.9K +50 +3%
CNC
2072
Canandaigua National Corp
New York
$485K +$534K +1,793 New
WMP
2073
Wealth Management Partners
Arizona
$485K -$10.4K -35 -2%
SWG
2074
Summit Wealth Group
Vermont
$484K +$43.2K +145 +9%
S
2075
Storgate
Texas
$484K +$267K +898 +101%