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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1676
Taylor Hoffman Wealth Management
Virginia
$326K -$481K -2,000 -60%
BFPW
1677
BOK Financial Private Wealth
Colorado
$322K +$77.9K +324 +32%
LSC
1678
Lesa Sroufe & Co
Washington
$318K – – –
TWA
1679
TCI Wealth Advisors
Arizona
$317K -$27.9K -116 -8%
FIM
1680
Fernwood Investment Management
Massachusetts
$316K +$5.05K +21 +2%
AF
1681
Aldebaran Financial
$315K – – –
FFG
1682
Fortem Financial Group
California
$315K – – –
EWM
1683
Empirical Wealth Management
Washington
$315K +$52.4K +218 +20%
CGA
1684
Crescent Grove Advisors
Illinois
$315K +$310K +1,289 New
BOS
1685
Bingham Osborn & Scarborough
California
$314K +$34.9K +145 +13%
BWP
1686
Baldwin Wealth Partners
Massachusetts
$313K – – –
DSA
1687
Droms Strauss Advisors
Missouri
$312K +$18.3K +76 +6%
CAGAS
1688
Capital Advisory Group Advisory Services
Minnesota
$312K +$82.3K +342 +36%
IC
1689
InterOcean Capital
Illinois
$311K -$19K -79 -6%
PEA
1690
Pacific Edge Advisors
California
$309K -$121K -501 -28%
FBA
1691
Front Barnett Associates
Illinois
$309K – – –
AW
1692
Alpha Windward
Massachusetts
$308K +$4.09K +17 +1%
CA
1693
Centerpoint Advisors
Massachusetts
$308K +$162K +675 +115%
DIM
1694
DC Investments Management
Virginia
$307K -$665K -2,764 -69%
M
1695
Mirova
France
$306K – – –
JGIA
1696
Jackson Grant Investment Advisers
Connecticut
$306K +$1.2K +5 +0.4%
MIP
1697
Marietta Investment Partners
Wisconsin
$304K -$39.9K -166 -12%
CHP
1698
Cable Hill Partners
Oregon
$304K -$25.7K -107 -8%
EWM
1699
Endurance Wealth Management
Rhode Island
$304K – – –
WPC
1700
White Pine Capital
Minnesota
$303K +$298K +1,240 New
66 67
68
69 70