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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1001
Hillsdale Investment Management
Ontario, Canada
$419K -$26.7K -200 -6%
WA
1002
WFG Advisors
Texas
$419K -$7.07K -53 -2%
Fisher Asset Management
1003
Fisher Asset Management
Washington
$419K +$20.1K +151 +5%
HA
1004
Harfst & Associates
Wyoming
$418K +$1.07K +8 +0.3%
HWA
1005
Heritage Wealth Advisors
Virginia
$416K +$394K +2,956 New
CAM
1006
Concorde Asset Management
Michigan
$414K -$20.4K -153 -5%
LJAC
1007
L.J. Altfest & Co
New York
$414K -$9.07K -68 -2%
AF
1008
Affiance Financial
Minnesota
$412K -$667 -5 -0.2%
FWM
1009
Focused Wealth Management
New York
$411K -$15.5K -116 -4%
DSC
1010
Duncker Streett & Co
Missouri
$411K – – –
CAM
1011
Cypress Asset Management
Texas
$409K – – –
Verition Fund Management
1012
Verition Fund Management
Connecticut
$409K +$386K +2,895 New
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
$405K +$18.7K +140 +5%
DIA
1014
Denver Investment Advisors
Colorado
$404K -$92.1K -691 -19%
SWM
1015
SVA Wealth Management
Wisconsin
$403K -$72.7K -545 -16%
CRC
1016
Curi RMB Capital
Illinois
$400K -$8.27K -62 -2%
S
1017
SignatureFD
Georgia
$396K +$98.4K +738 +36%
SMH
1018
Sanders Morris Harris
Texas
$395K -$89.9K -674 -19%
RCAMU
1019
Rothschild & Co Asset Management US
Connecticut
$395K +$63.3K +475 +20%
ICOA
1020
Investment Centers of America
North Dakota
$393K -$319K -2,389 -46%
FFWA
1021
FRG Family Wealth Advisors
Washington
$392K – – –
WP
1022
WealthSource Partners
California
$392K – – –
AFP
1023
Ausdal Financial Partners
Iowa
$392K +$63.7K +478 +21%
NIMI
1024
Natixis Investment Managers International
France
$388K -$213K -1,596 -37%
PFA
1025
Paradigm Financial Advisors
Missouri
$388K – – –