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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1226
Palisades Hudson Asset Management
Florida
$314K – – –
Lido Advisors
1227
Lido Advisors
California
$314K +$24.9K +152 +9%
AF
1228
Aldebaran Financial
$311K -$10.8K -66 -3%
CNBT
1229
Canandaigua National Bank & Trust
New York
$309K -$6.55K -40 -2%
DWM
1230
Darwin Wealth Management
Florida
$309K +$2.46K +15 +0.8%
TDC
1231
Thompson Davis & Co
Virginia
$309K +$193K +1,180 +167%
FHC
1232
First Heartland Consultants
Missouri
$306K +$305K +1,863 New
NPC
1233
National Planning Corporation
California
$305K -$181K -1,105 -37%
CFA
1234
Carroll Financial Associates
North Carolina
$305K +$51.6K +315 +20%
RWA
1235
River Wealth Advisors
Pennsylvania
$303K +$27.8K +170 +10%
LWCFA
1236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K – – –
BO
1237
BRR OpCo
Ohio
$301K +$2.46K +15 +0.8%
DMC
1238
Drexel Morgan & Co
Pennsylvania
$300K -$53.2K -325 -15%
WF
1239
Welch & Forbes
Massachusetts
$299K +$16.7K +102 +6%
NIMC
1240
NWQ Investment Management Company
California
$298K -$16.2K -99 -5%
RG
1241
Redmile Group
California
$298K – – –
CP
1242
Camelot Portfolios
Ohio
$298K +$297K +1,816 New
LAIC
1243
Lederer & Associates Investment Counsel
California
$297K -$13.9K -85 -4%
CNB
1244
Camden National Bank
Maine
$297K – – –
MFW
1245
Meristem Family Wealth
Minnesota
$293K +$5.57K +34 +2%
LW
1246
Linscomb Wealth
Texas
$292K +$20.8K +127 +8%
EWM
1247
Evermay Wealth Management
Virginia
$289K +$289K +1,764 New
HFM
1248
Harvest Fund Management
China
$287K – – –
EA
1249
Edge Advisors
Georgia
$284K -$8.19K -50 -3%
RCM
1250
RB Capital Management
Nevada
$283K +$5.9K +36 +2%