We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2351
Summit Wealth Partners
Florida
$780K -$99.2K -194 -12%
BWM
2352
Baron Wealth Management
Michigan
$778K -$184K -359 -19%
SC
2353
Summa Corp
Texas
$778K +$17.9K +35 +2%
FAFN
2354
First Affirmative Financial Network
Colorado
$777K -$60.8K -119 -7%
FA
2355
Fermata Advisors
California
$777K +$62.9K +123 +9%
SIM
2356
SSI Investment Management
California
$775K – – –
JSAM
2357
J. Safra Asset Management
New York
$773K -$211K -413 -22%
LA
2358
Lifeworks Advisors
Michigan
$773K -$4.6K -9 -0.6%
AWM
2359
Aprio Wealth Management
Georgia
$770K +$68.5K +134 +10%
AP
2360
Adero Partners
California
$770K +$132K +258 +21%
PCM
2361
Pointe Capital Management
Michigan
$768K -$54.2K -106 -7%
PPWM
2362
Paragon Private Wealth Management
Kentucky
$768K +$168K +328 +29%
HCA
2363
Heck Capital Advisors
Wisconsin
$766K -$1.43M -2,800 -66%
GL
2364
Gerber LLC
Ohio
$766K – – –
VFG
2365
Victory Financial Group
Texas
$765K +$280K +547 +65%
FBT
2366
First Bank & Trust
South Dakota
$764K +$38.9K +76 +5%
JGIA
2367
Jackson Grant Investment Advisers
Connecticut
$762K +$2.04K +4 +0.3%
MAM
2368
Mystic Asset Management
Rhode Island
$759K +$145K +283 +24%
WF
2369
Womack Financial
Texas
$759K -$51.1K -100 -6%
GPI
2370
General Partner Inc
Pennsylvania
$757K – – –
PCM
2371
Permanent Capital Management
Illinois
$755K – – –
KC
2372
Knuff & Co
California
$755K +$668K +1,306 +967%
AFA
2373
Antonelli Financial Advisors
Michigan
$754K -$26.1K -51 -3%
JCM
2374
Jacobsen Capital Management
Utah
$754K -$49.6K -97 -6%
BOH
2375
Bank of Hawaii
Hawaii
$753K +$190K +372 +35%
93 94
95
96 97