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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$673K +$385K +1,399 +108%
NNP
1502
Nachman Norwood & Parrott
South Carolina
$671K +$22.3K +81 +3%
CNBT
1503
Canandaigua National Bank & Trust
New York
$667K -$15.4K -56 -2%
AW
1504
ACG Wealth
Georgia
$663K +$22.6K +82 +3%
QCM
1505
Quest Capital Management
Texas
$662K -$7.43K -27 -1%
PJB
1506
Paul John Balson
California
$662K +$731K +2,656 New
FCA
1507
FinTrust Capital Advisors
South Carolina
$660K -$66K -240 -8%
BMO
1508
Beck Mack & Oliver
New York
$660K -$5.78K -21 -0.8%
JA
1509
JOYN Advisors
Georgia
$658K +$40.7K +148 +6%
MFG
1510
Monte Financial Group
Connecticut
$656K -$82.6K -300 -10%
CPA
1511
Court Place Advisors
Maryland
$656K – – –
RIA
1512
Realta Investment Advisors
Delaware
$655K -$681K -2,473 -48%
KPWG
1513
KFA Private Wealth Group
Virginia
$655K +$59.4K +216 +9%
CIC
1514
Crawford Investment Counsel
Georgia
$653K -$6.05K -22 -0.8%
CFA
1515
Carroll Financial Associates
North Carolina
$650K +$66.9K +243 +10%
IA
1516
IFG Advisory
Georgia
$649K +$107K +390 +18%
WMA
1517
Wealth Management Associates
New Jersey
$649K +$16.8K +61 +2%
PCM
1518
Perritt Capital Management
Illinois
$648K -$124K -450 -15%
FIA
1519
Foundations Investment Advisors
Arizona
$647K +$67.4K +245 +10%
HHGA
1520
Halbert Hargrove Global Advisors
California
$643K -$214K -777 -23%
PTP
1521
Platform Technology Partners
New York
$640K +$212K +771 +43%
RCM
1522
RB Capital Management
Nevada
$639K +$80.6K +293 +12%
TCA
1523
Transcend Capital Advisors
New Jersey
$638K -$5.78K -21 -0.8%
CWM
1524
Confluence Wealth Management
Oregon
$637K -$190K -692 -21%
TNBTD
1525
Trustmark National Bank Trust Department
Mississippi
$636K -$35.2K -128 -5%
59 60
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62 63