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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1426
Boston Family Office
Massachusetts
$378K -$2.4K -10 -0.6%
TWA
1427
TCI Wealth Advisors
Arizona
$375K -$32.7K -136 -8%
MFG
1428
Monte Financial Group
Connecticut
$375K +$24.3K +101 +7%
TWM
1429
Titus Wealth Management
California
$374K +$366K +1,524 New
FIMG
1430
Financial & Investment Management Group
Michigan
$372K – – –
MWM
1431
Merriman Wealth Management
Washington
$372K +$48.3K +201 +15%
CHP
1432
Cable Hill Partners
Oregon
$371K -$12K -50 -3%
PCP
1433
Proficio Capital Partners
Massachusetts
$371K +$30.7K +128 +9%
CWM
1434
Circle Wealth Management
New Jersey
$370K +$4.56K +19 +1%
1SB
1435
1ST Source Bank
Indiana
$367K – – –
MIH
1436
Meitav Investment House
Israel
$367K – – –
RWA
1437
River Wealth Advisors
Pennsylvania
$366K – – –
IP
1438
Investment Partners
Ohio
$365K -$19K -79 -5%
TAM
1439
Trillium Asset Management
Massachusetts
$364K -$37K -154 -9%
SWM
1440
SVA Wealth Management
Wisconsin
$363K -$117K -487 -25%
OPA
1441
Old Port Advisors
Maine
$363K +$355K +1,479 New
SP
1442
Successful Portfolios
Florida
$359K -$2.4K -10 -0.7%
RMCM
1443
Reynders McVeigh Capital Management
Massachusetts
$358K – – –
HHGA
1444
Halbert Hargrove Global Advisors
California
$356K -$12.2K -51 -3%
AF
1445
Aldebaran Financial
$353K – – –
FI
1446
FormulaFolio Investments
Michigan
$353K +$34.3K +143 +11%
1WA
1447
180 Wealth Advisors
Washington
$352K -$54.3K -226 -14%
FANJ
1448
Financial Architects (New Jersey)
New Jersey
$352K +$3.36K +14 +1%
TNB
1449
Thomasville National Bank
Georgia
$351K +$720 +3 +0.2%
AF
1450
Allworth Financial
California
$349K +$1.92K +8 +0.6%
56 57
58
59 60