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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$787K -$72.5K -236 -9%
PCM
1577
Perritt Capital Management
Illinois
$782K -$16.9K -55 -2%
KCM
1578
Kanawha Capital Management
Virginia
$782K +$2.77K +9 +0.4%
STA
1579
Summit Trail Advisors
New York
$781K +$333K +1,085 +97%
AAP
1580
Ardsley Advisory Partners
Connecticut
$779K
DBT
1581
Dubuque Bank & Trust
Iowa
$777K
TF
1582
Trek Financial
Arizona
$776K +$167K +543 +28%
DWM
1583
Darwin Wealth Management
Florida
$774K -$498K -1,620 -39%
CWM
1584
Cordatus Wealth Management
Pennsylvania
$773K +$64.2K +209 +9%
CIAS
1585
Capital Investment Advisory Services
North Carolina
$769K -$425K -1,382 -36%
FCM
1586
Fairbanks Capital Management
California
$769K
AWCI
1587
Alpine Woods Capital Investors
New York
$765K +$754K +2,455 New
BCM
1588
Brasada Capital Management
Texas
$762K -$27.6K -90 -4%
EWM
1589
Elite Wealth Management
Washington
$759K +$3.07K +10 +0.4%
CRWM
1590
Castle Rock Wealth Management
California
$757K +$156K +509 +28%
PWM
1591
Perigon Wealth Management
California
$756K +$35.3K +115 +5%
TC
1592
Trust Company
Kansas
$751K -$8.91K -29 -1%
CA
1593
Calton & Associates
Florida
$748K +$371K +1,209 +102%
CA
1594
Cornerstone Advisory
Maryland
$746K -$31.9K -104 -4%
5L
1595
55I LLC
Massachusetts
$745K +$285K +928 +63%
CWM
1596
Centric Wealth Management
Illinois
$740K -$235K -766 -18%
SWA
1597
Sutton Wealth Advisors
Florida
$739K -$5.84K -19 -0.8%
IAS
1598
Investment Advisory Services
Texas
$738K +$74K +241 +11%
WEPOG
1599
Wealth Enhancement & Preservation of GA
Georgia
$735K +$169K +550 +30%
MCCP
1600
Mission Creek Capital Partners
California
$734K -$7.68K -25 -1%