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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
976
Court Place Advisors
Maryland
$485K +$14.4K +108 +3%
SCA
977
Stonebridge Capital Advisors
Minnesota
$478K +$101K +756 +29%
CHAM
978
Clear Harbor Asset Management
Connecticut
$477K – – –
KCM
979
Kornitzer Capital Management
Kansas
$473K -$20K -150 -4%
MF
980
Magnetar Financial
Illinois
$472K +$446K +3,343 New
RHBC
981
R.H. Bluestein & Co
Michigan
$466K – – –
BJL
982
Brighton Jones LLC
Washington
$459K +$77.2K +579 +22%
PA
983
Perceptive Advisors
New York
$456K -$149K -1,115 -26%
WA
984
Wealth Architects
California
$456K -$267 -2 -0.1%
JIC
985
Joel Isaacson & Co
New York
$455K +$40K +300 +10%
NPC
986
National Planning Corporation
California
$454K +$201K +1,507 +90%
VFS
987
VSR Financial Services
Kansas
$451K -$150K -1,125 -26%
CL
988
Choreo LLC
Illinois
$450K +$105K +786 +33%
MI
989
Montage Investments
Kansas
$444K -$24K -180 -5%
FBFS
990
First Business Financial Services
Wisconsin
$443K -$50K -375 -11%
LWCFA
991
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K +$395K +2,960 +1,839%
MGIA
992
Moneta Group Investment Advisors
Missouri
$439K -$143K -1,075 -26%
BCP
993
Berkeley Capital Partners
Georgia
$437K -$89.3K -670 -18%
ICAS
994
Investors Capital Advisory Services
Massachusetts
$430K +$9.2K +69 +2%
SSIA
995
Spero-Smith Investment Advisers
Ohio
$429K -$53.3K -400 -12%
CCA
996
Cobblestone Capital Advisors
New York
$424K -$55.3K -415 -12%
BIC
997
Beach Investment Counsel
Pennsylvania
$424K – – –
DDPIC
998
Deroy & Devereaux Private Investment Counsel
Michigan
$424K – – –
DAM
999
Deimos Asset Management
New York
$424K +$400K +3,000 New
MFW
1000
Mosaic Family Wealth
Missouri
$422K -$65.3K -490 -14%
38 39
40
41 42