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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1801
New England Research & Management
Illinois
$731K +$681K +1,965 New
BCP
1802
Berkeley Capital Partners
Georgia
$729K -$1.73K -5 -0.3%
BWM
1803
BCGM Wealth Management
Indiana
$729K +$70.3K +203 +12%
RWA
1804
Ropes Wealth Advisors
Massachusetts
$729K +$114K +328 +23%
KFI
1805
Key Financial Inc
Pennsylvania
$726K
CRI
1806
Colonial River Investments
Virginia
$724K -$44.4K -128 -6%
RCG
1807
Rock Creek Group
District of Columbia
$721K -$705K -2,034 -51%
EFM
1808
E Fund Management
China
$720K +$670K +1,934 New
FP
1809
Foundry Partners
Minnesota
$719K
AIS
1810
AM Investment Strategies
Tennessee
$717K +$667K +1,926 New
SOW
1811
State of Wyoming
Wyoming
$717K +$667K +1,926 New
JAG
1812
Journey Advisory Group
Kentucky
$715K +$101K +292 +18%
VCA
1813
Verdence Capital Advisors
Maryland
$712K +$5.2K +15 +0.8%
LIG
1814
Lokken Investment Group
Delaware
$709K -$65.5K -189 -9%
TPWA
1815
TRUE Private Wealth Advisors
Oregon
$708K -$48.2K -139 -7%
CNB
1816
Camden National Bank
Maine
$708K
CNC
1817
Camden National Corporation
Maine
$708K +$659K +1,902 New
WMP
1818
Wealth Management Partners
Arizona
$707K -$21.8K -63 -3%
DAM
1819
Deltec Asset Management
New York
$707K
PIM
1820
Profit Investment Management
Maryland
$705K +$122K +352 +23%
DA
1821
Detalus Advisors
Missouri
$701K +$8.66K +25 +1%
TFS
1822
TrustCore Financial Services
Tennessee
$701K +$10.4K +30 +2%
ESCM
1823
Echo Street Capital Management
New York
$700K +$652K +1,881 New
CAM
1824
Campion Asset Management
Virginia
$699K +$651K +1,880 New
NHC
1825
Nicholas Hoffman & Company
Georgia
$698K +$378K +1,091 +139%