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UnitedHealth

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