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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1826
Focused Wealth Management
New York
$103K +$2.64K +10 +2%
SWP
1827
Strategic Wealth Partners
Ohio
$102K +$14.5K +55 +16%
CFA
1828
Clarfeld Financial Advisors
New York
$101K +$107K +404 New
TFO
1829
Tarbox Family Office
California
$100K +$792 +3 +0.8%
MCA
1830
Mercer Capital Advisers
New Jersey
$100K +$106K +400 New
MS
1831
Mizuho Securities
Japan
$100K +$106K +400 New
SFA
1832
Semmax Financial Advisors
North Carolina
$99K +$105K +398 New
TFA
1833
Toth Financial Advisory
Virginia
$95K – – –
GCM
1834
Gables Capital Management
Florida
$94K – – –
LBG
1835
Lloyds Banking Group
United Kingdom
$94K +$99.9K +378 New
CC
1836
Claybrook Capital
Massachusetts
$92K +$97.7K +370 New
WDL
1837
Well Done LLC
Michigan
$92K +$97.7K +370 New
MSA
1838
Marino Stram & Associates
Massachusetts
$89K -$10K -38 -10%
FMP
1839
Financial Management Professionals
Texas
$89K – – –
RIM
1840
Ranger Investment Management
Texas
$87K – – –
CHC
1841
City Holding Co
West Virginia
$84K – – –
WAS
1842
Winch Advisory Services
Wisconsin
$84K – – –
SIAP
1843
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K -$29.3K -111 -25%
NC
1844
NewSquare Capital
Pennsylvania
$83K +$11.9K +45 +16%
PWM
1845
PRW Wealth Management
Massachusetts
$83K +$89.8K +340 New
FMTCOCP
1846
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K – – –
CI
1847
CX Institutional
Indiana
$80K +$70.3K +266 +475%
BHWM
1848
Bay Harbor Wealth Management
Maryland
$79K +$84.3K +319 New
EWA
1849
Evolution Wealth Advisors
Florida
$76K +$80.6K +305 New
CFG
1850
CKW Financial Group
Hawaii
$75K – – –
72 73
74
75 76