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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
851
Amica Retiree Medical Trust
Rhode Island
$925K
STMM
852
South Texas Money Management
Texas
$918K -$143K -1,071 -14%
GWM
853
Geneos Wealth Management
Colorado
$911K +$27.9K +209 +3%
BCM
854
Bluefin Capital Management
New York
$909K +$858K +6,438 New
CA
855
Cambridge Advisors
Nebraska
$905K
CPR
856
CSU Producer Resources
Ohio
$904K
TIM
857
Tortoise Investment Management
New York
$899K
MC
858
Moors & Cabot
Massachusetts
$893K -$7.2K -54 -0.8%
TH
859
TCTC Holdings
Texas
$888K
PWMAG
860
Pinnacle Wealth Management Advisory Group
New Jersey
$873K -$10K -75 -1%
LCP
861
Legacy Capital Partners
Wisconsin
$873K +$120K +900 +17%
ADL
862
Asset Dedication LLC
California
$871K -$8.67K -65 -1%
PAIA
863
Park Avenue Institutional Advisers
New York
$846K -$1.2K -9 -0.1%
MSU
864
Mizuho Securities USA
New York
$845K +$798K +5,985 New
NCMW
865
Northern Capital Management (Wisconsin)
Wisconsin
$830K -$210K -1,575 -21%
TW
866
Transform Wealth
Colorado
$827K +$781K +5,857 New
Koshinski Asset Management
867
Koshinski Asset Management
Illinois
$821K -$5.47K -41 -0.7%
BWM
868
BerganKDV Wealth Management
Minnesota
$821K +$276K +2,072 +55%
DWA
869
Douglass Winthrop Advisors
New York
$818K
HAG
870
HighPoint Advisor Group
Illinois
$818K +$531K +3,986 +224%
BC
871
Brinker Capital
Pennsylvania
$813K -$41.1K -308 -5%
Nomura Holdings
872
Nomura Holdings
Japan
$810K -$565K -4,239 -42%
SAM
873
SignalPoint Asset Management
Missouri
$805K +$510K +3,823 +204%
BP
874
Ballentine Partners
Massachusetts
$797K +$30.7K +230 +4%
GG
875
Gofen & Glossberg
Illinois
$795K +$18.8K +141 +3%