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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1726
TFO Wealth Partners
Ohio
$414K +$369K +1,410 New
PCM
1727
Parsons Capital Management
Rhode Island
$413K – – –
EBSAM
1728
Eubel Brady & Suttman Asset Management
Ohio
$412K – – –
GA
1729
Geller Advisors
New York
$411K -$189K -722 -34%
IAMOG
1730
Investors Asset Management of Georgia
Georgia
$409K – – –
IIC
1731
Ironwood Investment Counsel
Arizona
$408K +$14.4K +55 +4%
LA
1732
LVW Advisors
New York
$406K -$9.94K -38 -3%
AF
1733
Aldebaran Financial
$405K – – –
HCP
1734
Holt Capital Partners
Texas
$404K +$64.9K +248 +22%
PEA
1735
Pacific Edge Advisors
California
$403K +$37.2K +142 +12%
QI
1736
Qtron Investments
Massachusetts
$400K -$242K -925 -40%
GW
1737
GW & Wade
Massachusetts
$400K +$356K +1,360 New
MBT
1738
Montecito Bank & Trust
California
$399K – – –
PHAM
1739
Palisades Hudson Asset Management
Florida
$397K – – –
SIA
1740
Strategic Investment Advisors
Michigan
$396K +$72.5K +277 +26%
MAM
1741
Marotta Asset Management
Virginia
$395K +$378K +1,443 New
HCA
1742
Heck Capital Advisors
Wisconsin
$394K +$16K +61 +5%
BEAM
1743
Baker Ellis Asset Management
Washington
$394K -$52.3K -200 -13%
KPW
1744
Kore Private Wealth
New York
$393K -$8.37K -32 -2%
FTC
1745
Farmers Trust Company
Ohio
$393K -$5.23K -20 -1%
PWLP
1746
Prio Wealth Limited Partnership
Massachusetts
$393K +$350K +1,338 New
LWA
1747
Lenox Wealth Advisors
New York
$391K +$8.37K +32 +2%
FSC
1748
Full Sail Capital
Oklahoma
$389K -$15.2K -58 -4%
PAM
1749
Private Asset Management
California
$389K – – –
IFG
1750
Investors Financial Group
Minnesota
$389K +$346K +1,322 New
68 69
70
71 72