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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1526
Destination Wealth Management
California
$202K -$42.4K -200 -18%
MWM
1527
Mascoma Wealth Management
New Hampshire
$202K -$29.7K -140 -14%
AWM
1528
Aries Wealth Management
Maine
$202K +$176K +829 New
WFMPM
1529
Woodley Farra Manion Portfolio Management
Indiana
$202K +$194K +916 New
HCM
1530
Hengehold Capital Management
Ohio
$202K +$194K +917 New
WAP
1531
Wealthcare Advisory Partners
Pennsylvania
$201K +$18.4K +87 +11%
KC
1532
Kingfisher Capital
North Carolina
$200K +$192K +908 New
ATC
1533
Adirondack Trust Company
New York
$196K -$8.48K -40 -4%
PFGIA
1534
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$212 +1 +0.1%
AIP
1535
Almanack Investment Partners
Pennsylvania
$192K +$47.9K +226 +35%
BWM
1536
Baystate Wealth Management
Massachusetts
$186K +$63.6K +300 +65%
LWCFA
1537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K
VCM
1538
Virtue Capital Management
Tennessee
$185K +$178K +839 New
JCM
1539
Jacobi Capital Management
Pennsylvania
$184K +$19.1K +90 +12%
FCMT
1540
Founders Capital Management (Texas)
Texas
$182K
LA
1541
Legacy Advisors
Pennsylvania
$176K +$143K +677 +546%
GFP
1542
Gryphon Financial Partners
Ohio
$176K +$169K +799 New
FCB
1543
First Command Bank
Texas
$175K
FCFS
1544
First Command Financial Services
Texas
$175K
RWG
1545
Regal Wealth Group
California
$174K +$8.27K +39 +5%
KJWM
1546
Kiley Juergens Wealth Management
Washington
$171K +$164K +776 New
NIM
1547
NuWave Investment Management
New Jersey
$168K +$161K +762 New
HCA
1548
Heck Capital Advisors
Wisconsin
$168K +$2.12K +10 +1%
GAM
1549
Gemmer Asset Management
California
$159K +$42.4K +200 +38%
WB
1550
Webster Bank
Connecticut
$158K