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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1201
Bruderman Asset Management
New York
$87K +$6K +45 +8%
CA
1202
CapWealth Advisors
Tennessee
$85K – – –
CFG
1203
CKW Financial Group
Hawaii
$85K – – –
GAM
1204
Gemmer Asset Management
California
$82K +$4.53K +34 +6%
DBT
1205
Dubuque Bank & Trust
Iowa
$81K -$12.9K -97 -14%
PWM
1206
Perigon Wealth Management
California
$79K +$74.4K +558 New
FPFS
1207
First Personal Financial Services
North Carolina
$77K +$66.7K +500 +1,190%
FMP
1208
Financial Management Professionals
Texas
$73K +$7.2K +54 +11%
CPA
1209
Cowen Prime Advisors
New York
$71K – – –
PFSC
1210
Peoples Financial Services Corp
Pennsylvania
$71K – – –
ZB
1211
Zions Bancorporation
Utah
$70K -$32.1K -241 -32%
QAM
1212
QCI Asset Management
New York
$70K -$3.33K -25 -5%
GI
1213
Gradient Investments
Minnesota
$66K +$9.33K +70 +18%
PCP
1214
Proficio Capital Partners
Massachusetts
$63K +$34.9K +262 +148%
CHP
1215
Cable Hill Partners
Oregon
$59K +$8K +60 +17%
MWM
1216
MinichMacGregor Wealth Management
New York
$58K -$533 -4 -1%
DPA
1217
Delphi Private Advisors
California
$56K +$2.13K +16 +4%
VNA
1218
Valley National Advisers
Pennsylvania
$53K +$400 +3 +0.8%
FPTW
1219
Franklin, Parlapiano, Turner & Welch
Texas
$46K -$18.1K -136 -29%
TFO
1220
Tarbox Family Office
California
$45K +$400 +3 +1%
AIM
1221
Acrospire Investment Management
Illinois
$42K – – –
TC
1222
Trust Company
Kansas
$42K – – –
PRS
1223
Pinkerton Retirement Specialists
Idaho
$40K +$37.7K +283 New
EWM
1224
Endurance Wealth Management
Rhode Island
$38K – – –
AWM
1225
AllSquare Wealth Management
New York
$36K – – –