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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1526
SRB Corp
Massachusetts
$203K – – –
DWM
1527
Destination Wealth Management
California
$202K -$42.4K -200 -18%
MWM
1528
Mascoma Wealth Management
New Hampshire
$202K -$29.7K -140 -14%
AWM
1529
Aries Wealth Management
Maine
$202K +$176K +829 New
WFMPM
1530
Woodley Farra Manion Portfolio Management
Indiana
$202K +$194K +916 New
HCM
1531
Hengehold Capital Management
Ohio
$202K +$194K +917 New
WAP
1532
Wealthcare Advisory Partners
Pennsylvania
$201K +$18.4K +87 +11%
KC
1533
Kingfisher Capital
North Carolina
$200K +$192K +908 New
ATC
1534
Adirondack Trust Company
New York
$196K -$8.48K -40 -4%
PFGIA
1535
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$212 +1 +0.1%
AIP
1536
Almanack Investment Partners
Pennsylvania
$192K +$47.9K +226 +35%
BWM
1537
Baystate Wealth Management
Massachusetts
$186K +$63.6K +300 +65%
LWCFA
1538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K – – –
VCM
1539
Virtue Capital Management
Tennessee
$185K +$178K +839 New
JCM
1540
Jacobi Capital Management
Pennsylvania
$184K +$19.1K +90 +12%
FCMT
1541
Founders Capital Management (Texas)
Texas
$182K – – –
LA
1542
Legacy Advisors
Pennsylvania
$176K +$143K +677 +546%
GFP
1543
Gryphon Financial Partners
Ohio
$176K +$169K +799 New
FCB
1544
First Command Bank
Texas
$175K – – –
FCFS
1545
First Command Financial Services
Texas
$175K – – –
RWG
1546
Regal Wealth Group
California
$174K +$8.27K +39 +5%
KJWM
1547
Kiley Juergens Wealth Management
Washington
$171K +$164K +776 New
NIM
1548
NuWave Investment Management
New Jersey
$168K +$161K +762 New
HCA
1549
Heck Capital Advisors
Wisconsin
$168K +$2.12K +10 +1%
GAM
1550
Gemmer Asset Management
California
$159K +$42.4K +200 +38%
60 61
62
63 64