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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1251
Camelot Portfolios
Ohio
$352K – – –
CCA
1252
Cobblestone Capital Advisors
New York
$352K – – –
CNB
1253
Camden National Bank
Maine
$352K +$1.55K +8 +0.4%
SIAS
1254
Shine Investment Advisory Services
Colorado
$351K -$19.1K -99 -5%
MFW
1255
Meristem Family Wealth
Minnesota
$350K – – –
GI
1256
Gradient Investments
Minnesota
$348K -$12.8K -66 -4%
EFSCE
1257
Enterprise Financial Services Corp (EFSC)
Missouri
$348K +$5.41K +28 +2%
LA
1258
Lucus Advisors
New York
$347K +$343K +1,773 New
EWM
1259
Evermay Wealth Management
Virginia
$346K – – –
NIMC
1260
NWQ Investment Management Company
California
$345K -$9.47K -49 -3%
BA
1261
Birinyi Associates
Connecticut
$343K – – –
PAM
1262
Peak Asset Management
Colorado
$342K -$44.4K -230 -12%
KWM
1263
Kingsview Wealth Management
Oregon
$339K +$68.6K +355 +26%
MCM
1264
McRae Capital Management
New Jersey
$338K -$77.3K -400 -19%
AIM
1265
Aspen Investment Management
Michigan
$329K – – –
IIC
1266
Ironwood Investment Counsel
Arizona
$328K +$324K +1,676 New
CAW
1267
Cornerstone Advisors (Washington)
Washington
$326K +$11K +57 +4%
BHA
1268
Beech Hill Advisors
New York
$324K -$96.6K -500 -23%
MRCM
1269
M&R Capital Management
New Jersey
$323K +$19.3K +100 +6%
TAM
1270
Trillium Asset Management
Massachusetts
$321K – – –
TWA
1271
TCI Wealth Advisors
Arizona
$321K +$6.18K +32 +2%
LW
1272
Linscomb Wealth
Texas
$320K – – –
CAAS
1273
Capital Asset Advisory Services
Michigan
$317K +$1.93K +10 +0.6%
BCM
1274
Brookmont Capital Management
Texas
$317K +$74.6K +386 +31%
CFA
1275
Carroll Financial Associates
North Carolina
$316K -$37.7K -195 -11%