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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
2701
Capstone Financial Advisors
Illinois
$418K – – –
RB
2702
Rodgers Brothers
Pennsylvania
$417K +$10.2K +20 +2%
HFS
2703
Horizon Financial Services
North Carolina
$416K -$11.2K -22 -3%
MGAM
2704
McGowan Group Asset Management
Texas
$416K -$10.7K -21 -2%
RCG
2705
Regatta Capital Group
California
$416K +$6.1K +12 +1%
EWM
2706
Elite Wealth Management
Washington
$416K – – –
FA
2707
Fiduciary Alliance
South Carolina
$416K +$3.56K +7 +0.8%
BAM
2708
Byrne Asset Management
New Jersey
$416K -$441K -867 Closed
CWA
2709
Canvas Wealth Advisors
Kansas
$415K +$36.6K +72 +9%
LSA
2710
Lion Street Advisors
Texas
$415K – – –
AF
2711
Aldebaran Financial
$415K -$84.9K -167 -17%
MWM
2712
Mascoma Wealth Management
New Hampshire
$413K – – –
QVR
2713
QVR
California
$413K +$424K +835 New
SWC
2714
Spectrum Wealth Counsel
Indiana
$413K -$6.35M -12,492 -94%
MSRI
2715
Michael S. Ryan Inc
New York
$412K -$16.8K -33 -4%
FA
2716
Forefront Analytics
Pennsylvania
$409K +$145K +285 +53%
3F
2717
360 Financial
Minnesota
$409K -$91.5K -180 -18%
AFG
2718
Allegheny Financial Group
Pennsylvania
$409K -$232K -456 -36%
AP
2719
Atwood & Palmer
Missouri
$408K +$16.3K +32 +4%
CRA
2720
Clear Rock Advisors
Texas
$408K – – –
GSIS
2721
Global Strategic Investment Solutions
Arizona
$407K +$7.63K +15 +2%
PMG
2722
ProVise Management Group
Florida
$406K -$2.25M -4,435 -84%
VCP
2723
Verus Capital Partners
Arizona
$404K -$150K -295 -27%
KWM
2724
Kaydan Wealth Management
Michigan
$404K -$9.66K -19 -2%
PTC
2725
Philadelphia Trust Company
Pennsylvania
$404K +$10.2K +20 +3%