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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1501
IHT Wealth Management
Illinois
$449K +$6.12K +24 +1%
FIA
1502
Foundations Investment Advisors
Arizona
$449K +$30.6K +120 +7%
BFO
1503
Biltmore Family Office
North Carolina
$446K
EM
1504
Excalibur Management
Massachusetts
$445K -$91.8K -360 -17%
VCM
1505
Violich Capital Management
California
$445K +$459K +1,800 New
BAM
1506
Bruderman Asset Management
New York
$444K -$31.6K -124 -6%
CFS
1507
CRA Financial Services
New Jersey
$444K +$12K +47 +3%
IC
1508
Intersect Capital
California
$444K +$458K +1,795 New
CPA
1509
Clear Perspective Advisors
Illinois
$443K +$511K +2,005 New
Rafferty Asset Management
1510
Rafferty Asset Management
New York
$442K -$71.9K -282 -14%
DCM
1511
Driehaus Capital Management
Illinois
$441K -$12.2K -48 -3%
ET
1512
Equitable Trust
Tennessee
$441K +$77.8K +305 +21%
AAM
1513
Aureus Asset Management
Massachusetts
$440K +$30.6K +120 +7%
PEA
1514
Pacific Edge Advisors
California
$437K
NEIRG
1515
New England Investment & Retirement Group
Massachusetts
$435K -$7.65K -30 -2%
PAM
1516
Peak Asset Management
Colorado
$432K
CFA
1517
Carroll Financial Associates
North Carolina
$430K -$4.84K -19 -1%
ABTD
1518
Arvest Bank Trust Division
Oklahoma
$430K +$15.3K +60 +4%
AFS
1519
Access Financial Services
Minnesota
$430K +$19.1K +75 +5%
MMA
1520
Miracle Mile Advisors
California
$429K -$19.1K -75 -4%
TCM
1521
Teza Capital Management
Illinois
$427K -$2.55M -9,981 -85%
IBOK
1522
Independence Bank of Kentucky
Kentucky
$427K -$1.27K -5 -0.3%
ANB
1523
Amarillo National Bank
Texas
$426K
SIAS
1524
Shine Investment Advisory Services
Colorado
$423K -$26.8K -105 -6%
CA
1525
Cornerstone Advisory
Maryland
$423K +$200K +786 +85%