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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
D
2651
Diversified
Delaware
$234K +$210K +465 New
CAM
2652
Claret Asset Management
Quebec, Canada
$234K +$211K +466 New
SFI
2653
SPC Financial Inc
Maryland
$234K +$211K +467 New
LSA
2654
Lion Street Advisors
Texas
$233K +$207K +458 New
GWM
2655
GSB Wealth Management
Connecticut
$233K +$210K +464 New
BFP
2656
Briaud Financial Planning
Texas
$233K +$211K +466 New
HIS
2657
Harvest Investment Services
Illinois
$232K -$48K -106 -19%
OCM
2658
Osterweis Capital Management
California
$232K +$210K +463 New
P
2659
Palladiem
Pennsylvania
$231K +$208K +460 New
RP
2660
Rice Partnership
Hawaii
$231K +$208K +460 New
CDIA
2661
Capital Directions Investment Advisors
Georgia
$230K +$9.05K +20 +5%
SPI
2662
Sutton Place Investors
New York
$230K +$207K +458 New
EA
2663
Emerald Advisors
Washington
$230K +$208K +459 New
JC
2664
Jacobs & Co
California
$230K +$208K +459 New
LF
2665
LifeSteps Financial
California
$230K +$208K +459 New
GWM
2666
Gray Wealth Management
Maine
$229K +$206K +456 New
SAM
2667
Summit Asset Management
Tennessee
$229K +$206K +456 New
AWM
2668
Aberdeen Wealth Management
Illinois
$228K +$206K +455 New
AA
2669
Alesco Advisors
New York
$228K +$206K +455 New
ZF
2670
Zhang Financial
Michigan
$228K +$206K +455 New
FAG
2671
Financial Advisory Group
Texas
$227K +$204K +451 New
WFA
2672
West Financial Advisors
Iowa
$226K – – –
AFAS
2673
Acorn Financial Advisory Services
Virginia
$226K +$204K +450 New
CCB
2674
Cutter & Co Brokerage
Missouri
$226K +$204K +450 New
OCM
2675
Orser Capital Management
Texas
$226K +$204K +450 New
105 106
107
108 109