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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2101
Cypress Point Wealth Management
Texas
$337K +$322K +960 New
KPCM
2102
Kings Point Capital Management
New York
$335K -$335 -1 -0.1%
VST
2103
Van Strum & Towne
California
$335K – – –
STA
2104
Summit Trail Advisors
New York
$334K -$419K -1,250 -57%
NC
2105
NovaPoint Capital
Georgia
$333K +$318K +950 New
IF
2106
IRON Financial
Illinois
$332K +$27.5K +82 +9%
FNBOSM
2107
First National Bank of South Miami
Florida
$331K +$14.4K +43 +5%
RI
2108
Redwood Investments
Massachusetts
$329K -$1.85M -5,520 -85%
FTC
2109
Farmers Trust Company
Ohio
$327K +$7.37K +22 +2%
RWA
2110
RGT Wealth Advisors
Texas
$325K +$311K +927 New
CG
2111
Clarus Group
Texas
$324K +$331K +987 New
PIMG
2112
Patriot Investment Management Group
Tennessee
$322K -$91.5K -273 -23%
BSB
2113
Bangor Savings Bank
Maine
$321K -$47.6K -142 -13%
3F
2114
360 Financial
Minnesota
$321K -$20.8K -62 -6%
RWI
2115
Red Wave Investments
Pennsylvania
$321K +$306K +914 New
DA
2116
DSC Advisors
Illinois
$320K -$62K -185 -17%
VC
2117
Veery Capital
Delaware
$320K +$306K +912 New
PTC
2118
Philadelphia Trust Company
Pennsylvania
$318K -$2.28M -6,811 -88%
WS
2119
Wela Strategies
Georgia
$317K -$14.1K -42 -4%
PO
2120
Private Ocean
California
$317K – – –
MCM
2121
McRae Capital Management
New Jersey
$316K – – –
MFW
2122
Mosaic Family Wealth
Missouri
$316K +$8.71K +26 +3%
QPWM
2123
Quadrant Private Wealth Management
Pennsylvania
$316K +$31.2K +93 +12%
OWM
2124
Orgel Wealth Management
Wisconsin
$316K +$50.3K +150 +20%
GFPC
2125
Global Financial Private Client
Florida
$314K +$7.04K +21 +2%
83 84
85
86 87