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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1401
Successful Portfolios
Florida
$316K +$11K +48 +3%
AW
1402
Alpha Windward
Massachusetts
$312K -$13.9K -61 -4%
RMCM
1403
Reynders McVeigh Capital Management
Massachusetts
$312K +$13.5K +59 +4%
RE
1404
RBC Europe
United Kingdom
$310K -$3.88K -17 -1%
MA
1405
MANA Advisors
New York
$310K +$330K +1,447 New
AF
1406
Aldebaran Financial
$308K – – –
Verition Fund Management
1407
Verition Fund Management
Connecticut
$307K -$639K -2,797 -66%
IWM
1408
IHT Wealth Management
Illinois
$307K -$114K -499 -26%
TNB
1409
Thomasville National Bank
Georgia
$306K +$56K +245 +21%
MFG
1410
Monte Financial Group
Connecticut
$305K +$326K +1,426 New
LCM
1411
LVM Capital Management
Michigan
$304K -$582K -2,547 -64%
SFSG
1412
Stearns Financial Services Group
North Carolina
$304K -$84.7K -371 -21%
FANJ
1413
Financial Architects (New Jersey)
New Jersey
$304K -$71.9K -315 -18%
AF
1414
Allworth Financial
California
$303K – – –
FCAG
1415
First Capital Advisors Group
New Jersey
$302K -$50K -219 -13%
TA
1416
Tiedemann Advisors
New York
$302K +$13.2K +58 +4%
AFS
1417
Access Financial Services
Minnesota
$299K -$17.1K -75 -5%
RIA
1418
Regal Investment Advisors
Michigan
$299K +$10.5K +46 +3%
EWM
1419
Empirical Wealth Management
Washington
$299K +$62.8K +275 +25%
PCP
1420
Proficio Capital Partners
Massachusetts
$296K +$40.2K +176 +15%
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
$294K – – –
EM
1422
Excalibur Management
Massachusetts
$294K +$314K +1,375 New
MRI
1423
Mad River Investors
Massachusetts
$289K +$308K +1,350 New
LAIC
1424
Lederer & Associates Investment Counsel
California
$288K -$82.5K -361 -21%
RGIA
1425
Rainier Group Investment Advisory
Washington
$288K – – –