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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1401
Wealthspire Advisors (New York)
New York
$952K +$161K +616 +23%
CIAS
1402
Capital Investment Advisory Services
North Carolina
$948K +$197K +753 +30%
PI
1403
Pettee Investors
Connecticut
$947K +$32.7K +125 +4%
XF
1404
XML Financial
Maryland
$946K +$853K +3,259 New
OPS
1405
Orion Portfolio Solutions
Nebraska
$941K +$837K +3,201 New
MG
1406
Mather Group
Illinois
$939K +$835K +3,193 New
GWS
1407
Glassman Wealth Services
Virginia
$936K -$599K -2,289 -42%
VVP
1408
Venture Visionary Partners
Ohio
$930K +$828K +3,166 New
THWM
1409
Taylor Hoffman Wealth Management
Virginia
$928K -$34.3K -131 -4%
KTM
1410
Keeler Thomas Management
Utah
$928K +$56.2K +215 +7%
PWPS
1411
Pinnacle Wealth Planning Services
Ohio
$928K +$222K +847 +37%
VLC
1412
Van Leeuwen & Company
New Jersey
$924K +$26.9K +103 +3%
FIM
1413
Freedom Investment Management
Connecticut
$921K +$97.8K +374 +14%
Pzena Investment Management
1414
Pzena Investment Management
New York
$915K +$20.7K +79 +3%
AAS
1415
Annex Advisory Services
Wisconsin
$914K -$22.5K -86 -3%
RTC
1416
Riverview Trust Company
Washington
$914K
WKWM
1417
Walter & Keenan Wealth Management
Indiana
$914K +$93.9K +359 +13%
SCA
1418
Strategic Capital Advisers
Colorado
$912K +$52.3K +200 +7%
CFMC
1419
Curbstone Financial Management Corp
New Hampshire
$911K -$34K -130 -4%
AC
1420
Athanor Capital
New York
$911K +$811K +3,100 New
LCM
1421
Leisure Capital Management
California
$910K +$6.54K +25 +0.8%
PNC
1422
Park National Corp
Ohio
$908K +$42.4K +162 +6%
WCM
1423
Washburn Capital Management
Florida
$908K +$808K +3,090 New
LPIC
1424
LeJeune Puetz Investment Counsel
Michigan
$907K
MI
1425
Markston International
New York
$907K