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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1576
Kings Point Capital Management
New York
$147K – – –
IDBONY
1577
Israel Discount Bank of New York
New York
$145K – – –
PFO
1578
Pathstone Family Office
New Jersey
$142K +$19K +83 +14%
PCM
1579
Poehling Capital Management
Wisconsin
$138K +$21.7K +95 +17%
SHJ
1580
Sharkey, Howes & Javer
Colorado
$137K – – –
BAM
1581
Bruderman Asset Management
New York
$134K +$143K +624 New
KF
1582
Krilogy Financial
Missouri
$131K – – –
TFS
1583
TrustCore Financial Services
Tennessee
$129K – – –
KCPG
1584
Kavar Capital Partners Group
Kansas
$128K +$137K +600 New
M
1585
MOTCO
Texas
$127K +$9.82K +43 +8%
OIA
1586
OneDigital Investment Advisors
Kansas
$119K +$45.9K +201 +57%
FA
1587
Fortis Advisors
Pennsylvania
$118K -$114K -500 -48%
BAMCO Inc
1588
BAMCO Inc
New York
$117K +$125K +548 New
CCM
1589
Cribstone Capital Management
Maine
$115K +$1.14K +5 +0.9%
BWA
1590
BDO Wealth Advisors
Florida
$108K -$22.8K -100 -17%
CPA
1591
Clear Perspective Advisors
Illinois
$108K +$116K +508 +334%
CPA
1592
Cowen Prime Advisors
New York
$107K – – –
ED
1593
Exane Derivatives
France
$106K +$5.48K +24 +5%
NWM
1594
Northwest Wealth Management
Iowa
$103K +$109K +478 New
LWA
1595
Lenox Wealth Advisors
New York
$102K +$95.7K +419 +710%
GGHC
1596
Gilder Gagnon Howe & Co
New York
$101K +$16.9K +74 +19%
BWM
1597
Baystate Wealth Management
Massachusetts
$100K -$77K -337 -44%
AWM
1598
Aevitas Wealth Management
Massachusetts
$99K +$228 +1 +0.2%
AWM
1599
AllSquare Wealth Management
New York
$97K +$11.4K +50 +12%
AOWM
1600
Alpha Omega Wealth Management
Virginia
$96K – – –