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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1101
Welch Group
Alabama
$197K – – –
PA
1102
Perceptive Advisors
New York
$193K +$192K +1,640 New
CFA
1103
Carroll Financial Associates
North Carolina
$191K +$35.1K +300 +23%
SNT
1104
Security National Trust
West Virginia
$179K – – –
S
1105
SignatureFD
Georgia
$179K +$48.6K +416 +38%
PG
1106
Patten Group
Tennessee
$176K – – –
ACM
1107
Armbruster Capital Management
New York
$165K +$164K +1,400 New
VCM
1108
Versant Capital Management
Arizona
$163K +$163K +1,394 New
SC
1109
SRB Corp
Massachusetts
$156K – – –
AIM
1110
ARGA Investment Management
Connecticut
$153K +$152K +1,300 New
CG
1111
Cutler Group
California
$151K +$150K +1,287 New
VFA
1112
Virtus Fund Advisers
Connecticut
$147K – – –
BL
1113
Balentine LLC
Georgia
$145K – – –
JWM
1114
Jacobus Wealth Management
Wisconsin
$143K – – –
IWMPD
1115
Integrated Wealth Management (Palm Desert)
California
$143K +$9.7K +83 +7%
NFG
1116
Next Financial Group
Texas
$141K -$163K -1,397 -54%
LWM
1117
LBA Wealth Management
Florida
$141K -$8.77K -75 -6%
NEAM
1118
New England Asset Management
Connecticut
$141K – – –
NCMG
1119
NCM Capital Management Group
North Carolina
$141K +$52.6K +450 +60%
TWA
1120
TCI Wealth Advisors
Arizona
$137K +$106K +911 +354%
CAL
1121
Capital Analysts LLC
Pennsylvania
$137K – – –
MBT
1122
Monroe Bank & Trust
Michigan
$134K – – –
KF
1123
Krilogy Financial
Missouri
$128K – – –
MCM
1124
MV Capital Management
Maryland
$128K – – –
RWA
1125
Ropes Wealth Advisors
Massachusetts
$128K +$115K +988 +959%
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45
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