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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
726
Middleton & Co
Massachusetts
$14.6M +$195K +384 +1%
MSFP
727
Mark Sheptoff Financial Planning
Connecticut
$14.5M -$138K -271 -0.9%
CIC
728
Concord Investment Counsel
California
$14.5M +$14.9M +29,399 New
NMIMC
729
Northwestern Mutual Investment Management Company
Wisconsin
$14.5M +$36.6K +72 +0.2%
YIA
730
YHB Investment Advisors
Connecticut
$14.5M -$1M -1,972 -6%
BWP
731
Barlow Wealth Partners
Kentucky
$14.5M +$676K +1,330 +4%
MWM
732
Moran Wealth Management
Florida
$14.4M +$1.19M +2,338 +9%
BBA
733
Baader Bank Aktiengesellschaft
Germany
$14.4M -$2.02M -3,977 -12%
CCM
734
Carlson Capital Management
Minnesota
$14.4M -$1.73M -3,400 -10%
AWM
735
Axxcess Wealth Management
California
$14.3M -$183K -359 -1%
DWM
736
Dakota Wealth Management
Florida
$14.3M +$3.16M +6,221 +28%
MGWM
737
Marks Group Wealth Management
Minnesota
$14.2M +$667K +1,312 +5%
LS
738
Livforsakringsbolaget Skandia
Sweden
$14.1M – – –
WSTAM
739
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M +$341K +671 +2%
CAC
740
Core Alternative Capital
Georgia
$14M -$866K -1,703 -6%
SW
741
SVB Wealth
Massachusetts
$13.9M -$1.7M -3,337 -11%
SCI
742
S&CO Inc
Massachusetts
$13.8M +$9.69M +19,054 +214%
NWM
743
Nicola Wealth Management
British Columbia, Canada
$13.8M – – –
CK
744
Cohen Klingenstein
New York
$13.7M – – –
RC
745
Roundview Capital
New Jersey
$13.6M +$590K +1,161 +4%
BWFA
746
Baltimore-Washington Financial Advisors
Maryland
$13.5M -$266K -524 -2%
HR
747
Howe & Rusling
New York
$13.5M +$2.14M +4,212 +18%
SC
748
Scholtz & Company
Connecticut
$13.4M +$1.45M +2,855 +12%
PIM
749
Penobscot Investment Management
Massachusetts
$13.4M +$273K +537 +2%
PTB
750
Pioneer Trust Bank
Oregon
$13.4M +$971K +1,910 +8%
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