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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1651
Cornerstone Advisory
Maryland
$935K +$91.5K +273 +11%
HHGA
1652
Halbert Hargrove Global Advisors
California
$934K -$23.8K -71 -3%
AW
1653
ACG Wealth
Georgia
$930K +$39.6K +118 +5%
AL
1654
Aspiriant LLC
California
$928K +$26.8K +80 +3%
BFS
1655
Bard Financial Services
Connecticut
$926K +$885K +2,640 New
BCM
1656
Brown Capital Management
Maryland
$926K +$885K +2,640 New
KA
1657
Kozak & Associates
Colorado
$923K +$953K +2,843 New
OWA
1658
Opal Wealth Advisors
New York
$921K +$880K +2,626 New
IFWM
1659
Institute for Wealth Management
Colorado
$920K +$110K +329 +14%
KPWG
1660
KFA Private Wealth Group
Virginia
$918K -$3.35K -10 -0.4%
CPA
1661
Court Place Advisors
Maryland
$916K – – –
CRWM
1662
Castle Rock Wealth Management
California
$916K +$97.9K +292 +12%
SAM
1663
Seelaus Asset Management
New Jersey
$913K +$602K +1,796 +222%
BCM
1664
Brasada Capital Management
Texas
$910K +$51K +152 +6%
IP
1665
Intellectus Partners
California
$909K +$91.5K +273 +12%
CWM
1666
Cordatus Wealth Management
Pennsylvania
$905K +$34.2K +102 +4%
IC
1667
Investment Counsel
Michigan
$903K – – –
MFG
1668
Monte Financial Group
Connecticut
$901K -$6.03K -18 -0.7%
CSS
1669
Cubist Systematic Strategies
Connecticut
$900K -$3.24M -9,676 -79%
FC
1670
Ferris Capital
Massachusetts
$900K +$8.04K +24 +0.9%
HA
1671
Harfst & Associates
Wyoming
$899K +$10.4K +31 +1%
RWA
1672
Redhawk Wealth Advisors
Minnesota
$893K -$25.1K -75 -3%
ODCM
1673
Old Dominion Capital Management
Virginia
$893K +$97.5K +291 +13%
PVH
1674
Psagot Value Holdings
Israel
$891K -$742K -2,215 -47%
CWMU
1675
Caliber Wealth Management (Utah)
Utah
$891K +$852K +2,542 New
65 66
67
68 69