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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
1076
Dubuque Bank & Trust
Iowa
$156K – – –
PMFA
1077
Plante Moran Financial Advisors
Michigan
$152K – – –
AWM
1078
Avior Wealth Management
Nebraska
$145K +$16.7K +150 +14%
NEAM
1079
New England Asset Management
Connecticut
$142K +$133K +1,200 New
HCP
1080
Holt Capital Partners
Texas
$133K – – –
MCM
1081
MV Capital Management
Maryland
$129K -$5K -45 -4%
FMT
1082
First Mercantile Trust
Tennessee
$112K -$25.1K -226 -19%
CAW
1083
Cornerstone Advisors (Washington)
Washington
$103K +$22.3K +201 +30%
AF
1084
Allworth Financial
California
$103K +$96.8K +872 New
IPC
1085
Independent Portfolio Consultants
Florida
$101K -$122K -1,098 -56%
S
1086
SignatureFD
Georgia
$100K +$5.22K +47 +6%
IWMPD
1087
Integrated Wealth Management (Palm Desert)
California
$100K +$94.3K +849 New
CFA
1088
Carroll Financial Associates
North Carolina
$96K – – –
ZB
1089
Zions Bancorporation
Utah
$95K +$89.2K +803 New
ACS
1090
Archford Capital Strategies
Illinois
$94.6K – – –
CFG
1091
CKW Financial Group
Hawaii
$94K – – –
GAM
1092
Gemmer Asset Management
California
$94K – – –
ATC
1093
Adirondack Trust Company
New York
$94K +$25K +225 +39%
MPWT
1094
MassMutual Private Wealth & Trust
Connecticut
$86.2K -$16.7K -150 -17%
VFA
1095
Virtus Fund Advisers
Connecticut
$85K -$125K -1,123 -61%
BRWM
1096
B. Riley Wealth Management
Tennessee
$82K +$24.5K +221 +47%
FANJ
1097
Financial Architects (New Jersey)
New Jersey
$82K +$51.6K +465 +204%
TNB
1098
Thomasville National Bank
Georgia
$82K +$77.3K +696 New
LNB
1099
Ledyard National Bank
$77K – – –
SHJ
1100
Sharkey, Howes & Javer
Colorado
$76K +$71.2K +641 New
42 43
44
45 46