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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1751
Cornerstone Advisory
Maryland
$388K +$35.8K +137 +12%
EWM
1752
EPG Wealth Management
Georgia
$388K +$345K +1,320 New
TWA
1753
TCI Wealth Advisors
Arizona
$387K +$17.5K +67 +5%
LW
1754
Linscomb Wealth
Texas
$387K +$344K +1,316 New
BCA
1755
Bay Colony Advisors
Massachusetts
$384K -$213K -816 -39%
OPA
1756
Old Port Advisors
Maine
$384K
AIM
1757
Alhambra Investment Management
Florida
$384K +$341K +1,305 New
MA
1758
MCF Advisors
Kentucky
$383K -$22.2K -85 -6%
LSC
1759
Lesa Sroufe & Co
Washington
$383K
NERM
1760
New England Research & Management
Illinois
$382K -$523K -2,000 -61%
LWCFA
1761
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$382K +$102K +390 +43%
FIM
1762
Fernwood Investment Management
Massachusetts
$381K -$6.54K -25 -2%
SP
1763
Successful Portfolios
Florida
$379K -$51.8K -198 -13%
BWP
1764
Baldwin Wealth Partners
Massachusetts
$379K
EWM
1765
Endurance Wealth Management
Rhode Island
$378K -$566K -2,163 -63%
FRM
1766
Fox Run Management
Connecticut
$377K +$335K +1,282 New
RWM
1767
Ritholtz Wealth Management
New York
$376K +$95.2K +364 +40%
CC
1768
Courier Capital
New York
$375K +$1.83K +7 +0.6%
PV
1769
Private Vista
Illinois
$374K -$2.09K -8 -0.6%
FBA
1770
Front Barnett Associates
Illinois
$372K
JGIA
1771
Jackson Grant Investment Advisers
Connecticut
$372K +$1.05K +4 +0.3%
SL
1772
Stevard LLC
Illinois
$369K +$328K +1,255 New
MRI
1773
Mad River Investors
Massachusetts
$367K
SIAS
1774
Shine Investment Advisory Services
Colorado
$366K -$5.76K -22 -2%
CHP
1775
Cable Hill Partners
Oregon
$366K