We are live on ! Find out more
UNH icon

UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2201
Source Financial Advisors
New York
$749K +$23.1K +47 +3%
AC
2202
Avory & Company
Florida
$747K
Fuller & Thaler Asset Management
2203
Fuller & Thaler Asset Management
California
$746K +$49.2K +100 +7%
WEG
2204
World Equity Group
Illinois
$745K +$72.8K +148 +11%
SA
2205
SRN Advisors
Pennsylvania
$744K +$13.8K +28 +2%
EFG
2206
Ethos Financial Group
Pennsylvania
$743K +$206K +418 +40%
IWM
2207
Iams Wealth Management
Nebraska
$740K +$722K +1,467 New
SPFA
2208
Summit Place Financial Advisors
New Jersey
$737K
OIS
2209
Okabena Investment Services
Minnesota
$735K -$96K -195 -12%
SB
2210
Sunflower Bank
Texas
$735K -$22.6K -46 -3%
WP
2211
WMS Partners
Maryland
$734K -$82.2K -167 -10%
JWWM
2212
Johnson & White Wealth Management
Pennsylvania
$734K +$5.41K +11 +0.8%
BA
2213
Birinyi Associates
Connecticut
$731K -$123K -250 -15%
AWM
2214
Angeles Wealth Management
California
$730K -$168K -341 -19%
CC
2215
Copperleaf Capital
North Carolina
$730K -$99.4K -202 -12%
BWM
2216
Baron Wealth Management
Michigan
$729K +$15.3K +31 +2%
ODFS
2217
O'Donnell Financial Services
California
$724K
SL
2218
Salomon & Ludwin
Virginia
$723K
IA
2219
Insight Advisors
Pennsylvania
$722K -$36.9K -75 -5%
CA
2220
Claris Advisors
Missouri
$721K +$984 +2 +0.1%
DA
2221
DCM Advisors
New York
$721K -$179K -363 -20%
TI
2222
Truepoint Inc
Ohio
$718K +$700K +1,423 New
LSA
2223
Lion Street Advisors
Texas
$716K +$410K +833 +142%
IAMOG
2224
Investors Asset Management of Georgia
Georgia
$716K
FAFN
2225
First Affirmative Financial Network
Colorado
$714K -$4.92K -10 -0.7%