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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1401
MBM Wealth Consultants
Missouri
$596K +$632K +2,393 New
NNP
1402
Nachman Norwood & Parrott
South Carolina
$594K +$630K +2,383 New
CCT
1403
Country Club Trust
Missouri
$592K +$58.4K +221 +10%
SWM
1404
SVA Wealth Management
Wisconsin
$591K -$42K -159 -6%
CCA
1405
Cobblestone Capital Advisors
New York
$589K +$79.2K +300 +15%
CCM
1406
Cadence Capital Management
Massachusetts
$586K -$2.47M -9,368 -80%
CGL
1407
Clarius Group LLC
Washington
$584K +$138K +522 +29%
VCM
1408
Vivaldi Capital Management
Illinois
$583K +$619K +2,342 New
KTC
1409
Kistler-Tiffany Companies
Pennsylvania
$582K -$12.7K -48 -2%
FCCM
1410
First City Capital Management
Georgia
$580K +$616K +2,330 New
GTAM
1411
Global Trust Asset Management
Florida
$579K -$187K -709 -23%
CBFP
1412
Cedar Brook Financial Partners
Ohio
$570K +$605K +2,289 New
DBT
1413
Dubuque Bank & Trust
Iowa
$565K
FNBOO
1414
First National Bank of Omaha
Nebraska
$559K +$15.1K +57 +3%
AC
1415
Avestar Capital
New York
$558K -$35.1K -133 -5%
CF
1416
Centaurus Financial
California
$558K
TCOT
1417
Trust Company of Toledo
Ohio
$555K +$36.2K +137 +7%
PMG
1418
ProVise Management Group
Florida
$551K +$7.66K +29 +1%
MIC
1419
Means Investment Company
Maine
$549K +$583K +2,206 New
CA
1420
Continental Advisors
Utah
$548K +$581K +2,200 New
FFWA
1421
FRG Family Wealth Advisors
Washington
$544K -$193K -730 -25%
JSL
1422
JT Stratford LLC
Georgia
$542K +$2.91K +11 +0.5%
WIM
1423
Westside Investment Management
California
$540K -$52.6K -199 -8%
CAM
1424
Cypress Asset Management
Texas
$538K -$13.2K -50 -2%
EM
1425
Excalibur Management
Massachusetts
$538K +$108K +410 +23%