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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1101
Clear Harbor Asset Management
Connecticut
$535K – – –
FWCM
1102
First Western Capital Management
California
$534K -$382K -2,335 -42%
MIH
1103
Madison Investment Holdings
Wisconsin
$534K +$533K +3,255 New
AS
1104
Arxis Securities
New York
$532K +$531K +3,245 New
MC
1105
Moors & Cabot
Massachusetts
$531K -$330K -2,014 -38%
FBFS
1106
First Business Financial Services
Wisconsin
$528K +$29K +177 +6%
FTI
1107
Fiduciary Trust International
Massachusetts
$525K – – –
Cetera Investment Advisers
1108
Cetera Investment Advisers
Illinois
$525K +$140K +852 +36%
HPWM
1109
Highland Private Wealth Management
Washington
$523K -$102K -622 -16%
WA
1110
Wealth Architects
California
$522K – – –
HT
1111
Heritage Trust
Oklahoma
$520K +$519K +3,168 New
CPA
1112
Court Place Advisors
Maryland
$518K -$4.26K -26 -0.8%
DIA
1113
Denver Investment Advisors
Colorado
$518K – – –
Members Trust
1114
Members Trust
Florida
$514K +$514K +3,137 New
VIA
1115
Vantage Investment Advisors
Pennsylvania
$504K -$56.5K -345 -10%
DSC
1116
Duncker Streett & Co
Missouri
$495K +$164 +1 +0%
SBSB
1117
Sullivan, Bruyette, Speros & Blaney
Virginia
$494K -$9.83K -60 -2%
KF
1118
Krilogy Financial
Missouri
$493K – – –
BIC
1119
Beach Investment Counsel
Pennsylvania
$492K – – –
VFM
1120
Viking Fund Management
North Dakota
$492K – – –
WEC
1121
Winslow Evans & Crocker
Massachusetts
$492K -$49.8K -304 -9%
JFG
1122
Jefferies Financial Group
New York
$491K +$490K +2,995 New
SOADOR
1123
State of Alaska Department of Revenue
Alaska
$488K -$476K -2,909 -49%
MFW
1124
Mosaic Family Wealth
Missouri
$485K +$22.9K +140 +5%
LJAC
1125
L.J. Altfest & Co
New York
$484K -$13.9K -85 -3%