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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
AI
1051
Accredited Investors
Minnesota
$261K – – –
SCM
1052
Stonebridge Capital Management
California
$261K – – –
BMC
1053
Benin Management Corp
Connecticut
$260K – – –
WF
1054
Welch & Forbes
Massachusetts
$259K +$3.62K +31 +1%
AW
1055
Alpha Windward
Massachusetts
$256K -$3.97K -34 -2%
CGL
1056
Clarius Group LLC
Washington
$255K +$254K +2,174 New
FBNAT
1057
FirstMerit Bank N.A. Trustee
Ohio
$254K – – –
SHWM
1058
Smith & Howard Wealth Management
Georgia
$254K – – –
DMC
1059
Drexel Morgan & Co
Pennsylvania
$253K – – –
SCG
1060
Sonata Capital Group
Washington
$253K – – –
CBT
1061
Central Bank & Trust
Kentucky
$253K +$77K +659 +44%
CRC
1062
Curi RMB Capital
Illinois
$251K +$38.5K +329 +18%
BONST
1063
Bank of Nova Scotia Trust
Ontario, Canada
$247K – – –
KCM
1064
Kanawha Capital Management
Virginia
$244K – – –
PI
1065
Pettee Investors
Connecticut
$244K – – –
PAS
1066
Park Avenue Securities
New York
$243K +$241K +2,062 New
PMFA
1067
Plante Moran Financial Advisors
Michigan
$242K +$42.5K +364 +21%
HIIFS
1068
Harel Insurance Investments & Financial Services
Israel
$241K +$240K +2,050 New
LCP
1069
Legacy Capital Partners
Wisconsin
$239K +$15.2K +130 +7%
CCM
1070
Catawba Capital Management
Virginia
$236K – – –
GSBTD
1071
Glenview State Bank Trust Department
Illinois
$235K – – –
FAM
1072
Formidable Asset Management
Ohio
$233K – – –
JGIA
1073
Jackson Grant Investment Advisers
Connecticut
$232K +$230K +1,972 New
MWM
1074
Mission Wealth Management
California
$231K +$4.56K +39 +2%
CC
1075
Courier Capital
New York
$230K +$17.6K +151 +8%