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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1001
Carnegie Investment Counsel
Ohio
$5.15M +$15.6K +39 +0.3%
SFS
1002
Sowell Financial Services
Arkansas
$5.11M -$1.13M -2,840 -18%
IWC
1003
Integrated Wealth Concepts
Massachusetts
$5.11M +$146K +365 +3%
MA
1004
Montag & Associates
Georgia
$5.07M -$117K -293 -2%
JWCA
1005
J.W. Coons Advisors
Ohio
$5.06M -$103K -259 -2%
HEIP
1006
Hudson Edge Investment Partners
New Jersey
$5.06M -$319K -801 -6%
CT
1007
Chicago Trust
Illinois
$5.04M +$1.26M +3,149 +33%
ETC
1008
Exchange Traded Concepts
Oklahoma
$5.03M +$5M +12,550 New
FWM
1009
Frontier Wealth Management
Missouri
$5.01M +$273K +685 +6%
AC
1010
Asio Capital
Kentucky
$5M +$115K +289 +2%
JRP
1011
Jasper Ridge Partners
California
$4.97M +$12K +30 +0.2%
BAM
1012
Berkshire Asset Management
Pennsylvania
$4.96M +$971K +2,435 +24%
BDS
1013
Banco de Sabadell
Florida
$4.95M -$19.8M -49,596 -80%
MWM
1014
Marietta Wealth Management
Georgia
$4.93M +$462K +1,159 +10%
PCA
1015
Pallas Capital Advisors
Massachusetts
$4.93M +$842K +2,111 +22%
CBTWT
1016
Community Bank & Trust (Waco, Texas)
Texas
$4.89M -$339K -851 -7%
FMT
1017
First Mercantile Trust
Tennessee
$4.89M -$616K -1,546 -11%
WFI
1018
West Family Investments
California
$4.87M +$1.12M +2,808 +30%
SDWIA
1019
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.87M +$20.3K +51 +0.4%
LAM
1020
Lountzis Asset Management
Pennsylvania
$4.87M -$108K -270 -2%
TPA
1021
Trivium Point Advisory
Connecticut
$4.87M +$154K +386 +3%
AWM
1022
Avior Wealth Management
Nebraska
$4.87M -$6.78K -17 -0.1%
BONH
1023
Bank of New Hampshire
New Hampshire
$4.87M +$4.85M +12,163 New
HAS
1024
HBW Advisory Services
California
$4.83M +$191K +478 +4%
SWP
1025
Stratos Wealth Partners
Ohio
$4.82M +$124K +310 +3%