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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1001
Sullivan, Bruyette, Speros & Blaney
Virginia
$426K +$75.4K +538 +21%
DSC
1002
Duncker Streett & Co
Missouri
$423K +$15.4K +110 +4%
IA
1003
Icon Advisers
Colorado
$420K -$4.37M -31,200 -91%
CAM
1004
CG Asset Management
New York
$420K -$2.08M -14,855 -83%
BIC
1005
Beach Investment Counsel
Pennsylvania
$420K – – –
DDPIC
1006
Deroy & Devereaux Private Investment Counsel
Michigan
$420K – – –
MCM
1007
Moore Capital Management
New York
$420K +$421K +3,003 New
LJAC
1008
L.J. Altfest & Co
New York
$418K +$7.14K +51 +2%
HA
1009
Harfst & Associates
Wyoming
$414K – – –
MBT
1010
Montecito Bank & Trust
California
$413K +$66.5K +475 +19%
PI
1011
Pettee Investors
Connecticut
$413K +$123K +875 +42%
MFW
1012
Mosaic Family Wealth
Missouri
$408K -$9.66K -69 -2%
AF
1013
Affiance Financial
Minnesota
$408K – – –
FWM
1014
Focused Wealth Management
New York
$408K +$140 +1 +0%
PP
1015
Paloma Partners
Connecticut
$406K -$5.29M -37,744 -93%
BCP
1016
Berkeley Capital Partners
Georgia
$406K -$26.9K -192 -6%
BHBT
1017
Burke & Herbert Bank & Trust
Virginia
$403K +$1.68K +12 +0.4%
CCA
1018
Cobblestone Capital Advisors
New York
$402K -$18.2K -130 -4%
BEAM
1019
Baker Ellis Asset Management
Washington
$398K +$14K +100 +4%
FFWA
1020
FRG Family Wealth Advisors
Washington
$389K – – –
CCA
1021
Catalyst Capital Advisors
New York
$385K -$350K -2,500 -48%
PFA
1022
Paradigm Financial Advisors
Missouri
$385K – – –
FWM
1023
Frontier Wealth Management
Missouri
$381K +$14.7K +105 +4%
BMO
1024
Beck Mack & Oliver
New York
$379K +$1.12K +8 +0.3%
FTI
1025
Fiduciary Trust International
Massachusetts
$378K – – –
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