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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
976
Pinnacle Wealth Management Advisory Group
New Jersey
$936K -$72.1K -440 -7%
CIC
977
Carnegie Investment Counsel
Ohio
$936K +$179K +1,096 +25%
BWM
978
BerganKDV Wealth Management
Minnesota
$933K -$86.6K -529 -9%
HH
979
HWG Holdings
Texas
$920K +$919K +5,611 New
ICOA
980
Investment Centers of America
North Dakota
$912K +$19K +116 +2%
WA
981
WFG Advisors
Texas
$906K +$115K +701 +15%
TIM
982
Tortoise Investment Management
New York
$902K -$65.5K -400 -7%
CL
983
CPWM LLC
Washington
$900K -$389K -2,373 -30%
FPA
984
Fieldpoint Private Advisors
New York
$899K – – –
FFEC
985
First Financial Equity Corporation
Arizona
$899K +$897K +5,478 New
NFC
986
Northeast Financial Consultants
Connecticut
$896K – – –
PM
987
Parametrica Management
Hong Kong
$896K +$895K +5,465 New
GG
988
Gofen & Glossberg
Illinois
$889K -$9.99K -61 -1%
SSG
989
Summit Securities Group
New York
$887K +$509K +3,111 +135%
EB
990
Eastern Bank
Massachusetts
$883K +$8.35K +51 +1%
WIA
991
Westbourne Investment Advisors
Maryland
$881K -$120K -730 -12%
FMWA
992
Forvis Mazars Wealth Advisors
Missouri
$881K +$10.2K +62 +1%
WSCM
993
Wellington Shields Capital Management
New York
$879K – – –
CM
994
Crestline Management
Texas
$873K +$872K +5,325 New
MGIA
995
Moneta Group Investment Advisors
Missouri
$870K -$19.8K -121 -2%
GT
996
Greenleaf Trust
Michigan
$869K +$31.8K +194 +4%
AAS
997
Annex Advisory Services
Wisconsin
$868K +$421K +2,573 +95%
TPWA
998
TRUE Private Wealth Advisors
Oregon
$866K +$87.3K +533 +11%
ACI
999
Alpha Cubed Investments
California
$853K -$958K -5,847 -53%
ASN
1000
Advisory Services Network
Georgia
$842K +$841K +5,135 New
38 39
40
41 42