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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1326
Court Place Advisors
Maryland
$757K -$10.6K -40 -1%
LWM
1327
Lyons Wealth Management
Florida
$753K -$75K -284 -9%
PSG
1328
Planning Solutions Group
Maryland
$753K +$798K +3,022 New
WF
1329
Welch & Forbes
Massachusetts
$749K -$53.9K -204 -6%
SSG
1330
Summit Securities Group
New York
$747K +$238K +900 +43%
IFWM
1331
Institute for Wealth Management
Colorado
$745K +$791K +2,996 New
QCM
1332
Quantinno Capital Management
New York
$738K +$782K +2,961 New
QI
1333
Qtron Investments
Massachusetts
$738K +$783K +2,964 New
F
1334
Filament
Washington
$733K -$98.3K -372 -11%
UAS
1335
United Asset Strategies
New York
$731K +$14.3K +54 +2%
GVAG
1336
Great Valley Advisor Group
Delaware
$730K +$774K +2,930 New
BAMCO Inc
1337
BAMCO Inc
New York
$727K +$132K +498 +21%
LC
1338
Lourd Capital
California
$725K +$158K +598 +26%
HC
1339
HNP Capital
New York
$720K +$764K +2,891 New
IWC
1340
Integrated Wealth Concepts
Massachusetts
$717K +$14.5K +55 +2%
PIA
1341
Pinion Investment Advisors
Kansas
$717K +$96.9K +367 +15%
CWM
1342
Centric Wealth Management
Illinois
$711K +$754K +2,854 New
NIT
1343
NumerixS Investment Technologies
British Columbia, Canada
$710K +$762K +2,884 New
RBFC
1344
Roman Butler Fullerton & Co
Missouri
$708K +$764K +2,893 New
WP
1345
WMS Partners
Maryland
$706K -$75K -284 -9%
AI
1346
Atom Investors
Texas
$705K +$747K +2,829 New
BCM
1347
Bayesian Capital Management
New York
$705K +$747K +2,829 New
GSBTD
1348
Glenview State Bank Trust Department
Illinois
$703K
TIA
1349
Tiemann Investment Advisors
California
$701K -$127K -481 -15%
AJ
1350
Ashburton (Jersey)
Jersey
$701K +$16.6K +63 +2%