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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1401
Montecito Bank & Trust
California
$202K -$19.9K -103 -9%
RWP
1402
RWA Wealth Partners
Massachusetts
$202K +$199K +1,032 New
CIP
1403
Capital Insight Partners
Arizona
$202K +$200K +1,033 New
UBWV
1404
United Bank (West Virginia)
West Virginia
$201K +$198K +1,025 New
HCM
1405
Hollencrest Capital Management
California
$201K +$199K +1,028 New
IT
1406
Independence Trust
Tennessee
$200K +$198K +1,023 New
MWM
1407
Mascoma Wealth Management
New Hampshire
$198K -$23.4K -121 -11%
OFW
1408
Omnia Family Wealth
Florida
$198K -$16.8K -87 -8%
KF
1409
Krilogy Financial
Missouri
$198K +$84.6K +438 +76%
ATC
1410
Adirondack Trust Company
New York
$182K +$2.9K +15 +2%
SC
1411
SRB Corp
Massachusetts
$180K -$23.2K -120 -12%
AF
1412
Allworth Financial
California
$172K +$773 +4 +0.5%
PFGIA
1413
Patriot Financial Group Insurance Agency
Massachusetts
$168K – – –
LWCFA
1414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K -$25.5K -132 -14%
IIC
1415
Integrated Investment Consultants
Michigan
$164K -$10.8K -56 -6%
FCMT
1416
Founders Capital Management (Texas)
Texas
$162K – – –
WAP
1417
Wealthcare Advisory Partners
Pennsylvania
$162K +$131K +679 +462%
IP
1418
Intellectus Partners
California
$160K – – –
FCB
1419
First Command Bank
Texas
$156K -$5.41K -28 -3%
FCFS
1420
First Command Financial Services
Texas
$156K -$5.41K -28 -3%
CCM
1421
Cribstone Capital Management
Maine
$154K -$21.6K -112 -12%
RWG
1422
Regal Wealth Group
California
$147K +$580 +3 +0.4%
HCA
1423
Heck Capital Advisors
Wisconsin
$147K +$5.41K +28 +4%
TJHA
1424
Thomas J. Herzfeld Advisors
Florida
$146K +$386 +2 +0.3%
JCM
1425
Jacobi Capital Management
Pennsylvania
$143K – – –