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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
826
Pinnacle Wealth Management Advisory Group
New Jersey
$652K +$612K +5,515 New
VWM
827
Vector Wealth Management
Minnesota
$649K -$111K -995 -15%
DWT
828
Dorsey & Whitney Trust
South Dakota
$646K -$15.9K -143 -3%
HHGA
829
Halbert Hargrove Global Advisors
California
$643K +$257K +2,317 +74%
IAS
830
IMA Advisory Services
Colorado
$641K -$90.5K -815 -13%
CCM
831
Check Capital Management
California
$639K – – –
TF
832
Tompkins Financial
New York
$638K +$30.7K +276 +5%
TH
833
Timber Hill
Connecticut
$636K +$597K +5,380 New
NP
834
NorthRock Partners
Minnesota
$635K +$116K +1,048 +24%
WSCM
835
Wellington Shields Capital Management
New York
$634K +$4.44K +40 +0.8%
LCM
836
LVM Capital Management
Michigan
$631K – – –
BRWA
837
B. Riley Wealth Advisors
Florida
$625K -$166K -1,494 -22%
BC
838
Brinker Capital
Pennsylvania
$624K -$38.2K -344 -6%
GF
839
Gerstein Fisher
New York
$624K +$20.5K +185 +4%
PP
840
Patten & Patten
Tennessee
$618K +$580K +5,225 New
WA
841
WFG Advisors
Texas
$613K +$25.7K +231 +5%
GG
842
Gofen & Glossberg
Illinois
$611K – – –
FFSOTS
843
Fiduciary Financial Services of The Southwest
Texas
$596K +$259K +2,333 +86%
SIA
844
Starfire Investment Advisers
Michigan
$591K +$555K +5,000 New
HM
845
Harvest Management
New York
$591K +$555K +5,000 New
GAM
846
Gotham Asset Management
New York
$587K -$365K -3,284 -40%
BC
847
Bartlett & Co
Ohio
$584K +$33.3K +300 +6%
FTI
848
Fiduciary Trust International
Massachusetts
$580K -$119K -1,076 -18%
CCMG
849
Clark Capital Management Group
Pennsylvania
$580K -$63.1K -568 -10%
DAC
850
Dividend Assets Capital
South Carolina
$575K +$101K +905 +23%