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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Axxcess Wealth Management
California
$18.1M +$78.1K +138 +0.4%
YIA
702
YHB Investment Advisors
Connecticut
$18M +$115K +203 +0.7%
PAS
703
Park Avenue Securities
New York
$17.9M -$1.69M -2,981 -9%
IMCOOI
704
Investment Management Corp of Ontario (IMCO)
Canada
$17.8M +$5.6M +9,900 +48%
MGWM
705
Marks Group Wealth Management
Minnesota
$17.8M -$61.1K -108 -0.4%
EH
706
Equitable Holdings
New York
$17.8M +$2.69M +4,763 +19%
HR
707
Howe & Rusling
New York
$17.8M -$17.5K -31 -0.1%
ELC
708
Edgar Lomax Company
Virginia
$17.7M -$283K -500 -2%
OIA
709
OneDigital Investment Advisors
Kansas
$17.7M -$2.26M -3,995 -12%
DCM
710
Dupont Capital Management
Delaware
$17.7M – – –
SWM
711
Segment Wealth Management
Texas
$17.7M +$22.1K +39 +0.1%
CIS
712
Capital International Sarl
California
$17.6M +$3.32M +5,875 +24%
CIA
713
CCM Investment Advisers
South Carolina
$17.6M -$108K -191 -0.6%
SCM
714
Shelton Capital Management
Colorado
$17.6M -$2.8M -4,959 -14%
BRCM
715
Bright Rock Capital Management
Massachusetts
$17.5M – – –
MG
716
Meritage Group
California
$17.5M +$17M +30,000 New
AWM
717
Apollon Wealth Management
South Carolina
$17.4M -$1.32M -2,330 -7%
GL
718
Governors Lane
New York
$17.1M +$2.43M +4,300 +17%
KWMG
719
King Wealth Management Group
Florida
$17.1M +$30.5K +54 +0.2%
NMIMC
720
Northwestern Mutual Investment Management Company
Wisconsin
$17.1M -$13K -23 -0.1%
SFI
721
Siemens Fonds Invest
Germany
$17.1M -$46.9K -83 -0.3%
APF
722
Alaska Permanent Fund
Alaska
$17.1M – – –
KCM
723
Kornitzer Capital Management
Kansas
$17M -$761K -1,345 -4%
CHCM
724
Columbus Hill Capital Management
New Jersey
$17M – – –
TBA
725
Tower Bridge Advisors
Pennsylvania
$17M -$96.2K -170 -0.6%
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