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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IMS
1101
Index Management Solutions
Pennsylvania
$75K +$25.4K +229 +56%
LFR
1102
Lehman Financial Resources
Pennsylvania
$71K +$22.2K +200 +50%
PFO
1103
Pathstone Family Office
New Jersey
$69K +$64.7K +583 New
HCM
1104
Horrell Capital Management
Arkansas
$68K – – –
BAM
1105
Bruderman Asset Management
New York
$66K +$61.9K +557 New
PCM
1106
Parsons Capital Management
Rhode Island
$62K +$58.3K +525 New
FWM
1107
Focused Wealth Management
New York
$60K – – –
MWAN
1108
Mariner Wealth Advisors (NYC)
Kansas
$60K +$56.4K +508 New
WP
1109
WealthPLAN Partners
Nebraska
$60K +$57.2K +515 New
PFSC
1110
Peoples Financial Services Corp
Pennsylvania
$59K – – –
BL
1111
Balentine LLC
Georgia
$59K +$55.6K +501 New
GI
1112
Gradient Investments
Minnesota
$58K -$777 -7 -1%
GWA
1113
Genesis Wealth Advisors
Massachusetts
$57K – – –
TRCT
1114
Tower Research Capital (TRC)
New York
$57K -$50.5K -455 -49%
QAM
1115
QCI Asset Management
New York
$50K – – –
ASN
1116
Advisory Services Network
Georgia
$50K +$20.3K +183 +75%
NSIM
1117
North Star Investment Management
Illinois
$46K – – –
CHP
1118
Cable Hill Partners
Oregon
$45K +$6.88K +62 +20%
AWM
1119
AllSquare Wealth Management
New York
$42K – – –
FMP
1120
Financial Management Professionals
Texas
$42K – – –
H
1121
Hexavest
Quebec, Canada
$42K +$39.1K +352 New
TFO
1122
Tarbox Family Office
California
$41K – – –
CFN
1123
Cordasco Financial Network
Florida
$40K – – –
WCM
1124
Wealthcare Capital Management
Virginia
$40K +$37.1K +334 New
PIM
1125
Parasol Investment Management
Illinois
$38K -$11.1K -100 -24%
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