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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
701
Meiji Yasuda Life Insurance
Japan
$14.6M +$3.63M +7,385 +34%
GP
702
Girard Partners
Pennsylvania
$14.5M -$1M -2,039 -7%
PWAG
703
Polaris Wealth Advisory Group
California
$14.4M -$277K -563 -2%
KWMG
704
King Wealth Management Group
Florida
$14.4M -$256K -521 -2%
JFG
705
Jefferies Financial Group
New York
$14.3M +$2.89M +5,871 +26%
AF
706
Allworth Financial
California
$14.3M +$421K +856 +3%
JAM
707
Jupiter Asset Management
United Kingdom
$14.3M -$18.2M -37,048 -57%
PJSIMP
708
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.2M +$25.1K +51 +0.2%
SWM
709
Segment Wealth Management
Texas
$14.2M +$625K +1,270 +5%
NWM
710
Nicola Wealth Management
British Columbia, Canada
$14.1M -$1.23M -2,500 -8%
LS
711
Livforsakringsbolaget Skandia
Sweden
$14M -$615K -1,250 -4%
MWM
712
Moran Wealth Management
Florida
$14M -$10.7M -21,781 -44%
CK
713
Cohen Klingenstein
New York
$14M – – –
BWFA
714
Baltimore-Washington Financial Advisors
Maryland
$13.9M -$334K -678 -2%
BSW
715
Buckingham Strategic Wealth
Missouri
$13.8M +$371K +753 +3%
SCM
716
Suvretta Capital Management
New York
$13.7M +$7.09M +14,400 +112%
GCM
717
Graham Capital Management
Connecticut
$13.7M -$9.45M -19,192 -41%
JIR
718
James Investment Research
Ohio
$13.7M -$1.03M -2,094 -7%
WSTAM
719
Wilbanks Smith & Thomas Asset Management
Virginia
$13.6M +$62K +126 +0.5%
TIP
720
Torray Investment Partners
Maryland
$13.5M -$24.6K -50 -0.2%
MGWM
721
Marks Group Wealth Management
Minnesota
$13.5M +$219K +445 +2%
AWM
722
Axxcess Wealth Management
California
$13.5M +$3.09M +6,274 +31%
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$13.4M -$1.33M -2,704 -9%
EF
724
Empowered Funds
Pennsylvania
$13.4M +$4.9M +9,953 +60%
MFAM
725
Motley Fool Asset Management
Virginia
$13.3M +$1.2M +2,435 +10%
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