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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1126
Pettee Investors
Connecticut
$547K – – –
BJL
1127
Brighton Jones LLC
Washington
$545K +$515K +2,937 New
ID
1128
Integral Derivatives
New York
$544K -$865K -4,933 -63%
AF
1129
Affiance Financial
Minnesota
$541K – – –
KAS
1130
Kemnay Advisory Services
New York
$539K +$510K +2,907 New
HWA
1131
HCR Wealth Advisors
California
$533K +$22.8K +130 +4%
SPC
1132
Stewart & Patten Company
California
$523K -$18.4K -105 -4%
WF
1133
Welch & Forbes
Massachusetts
$522K +$174K +993 +55%
CC
1134
Cedar Capital
Illinois
$517K +$75.9K +433 +18%
HPC
1135
HM Payson & Co
Maine
$515K – – –
GWS
1136
Glassman Wealth Services
Virginia
$515K +$526 +3 +0.1%
SMG
1137
Spectrum Management Group
Indiana
$513K +$69.3K +395 +17%
VIA
1138
Vantage Investment Advisors
Pennsylvania
$508K -$57.9K -330 -11%
CAM
1139
Cypress Asset Management
Texas
$501K -$17.5K -100 -4%
AC
1140
Abbrea Capital
California
$501K +$4.38K +25 +0.9%
PCM
1141
Penserra Capital Management
California
$500K +$52.6K +300 +13%
FFWA
1142
FRG Family Wealth Advisors
Washington
$498K -$15.8K -90 -3%
DLA
1143
Douglas Lane & Associates
New York
$489K -$11.4K -65 -2%
BMO
1144
Beck Mack & Oliver
New York
$489K -$5.79K -33 -1%
LWAC
1145
Laurel Wealth Advisors (California)
California
$485K -$16.7K -95 -3%
MC
1146
Moors & Cabot
Massachusetts
$480K -$113K -644 -20%
HCM
1147
HM Capital Management
Missouri
$480K +$74.2K +423 +20%
BHBT
1148
Burke & Herbert Bank & Trust
Virginia
$475K – – –
CIC
1149
Cornercap Investment Counsel
Georgia
$474K -$192K -1,095 -30%
BWM
1150
Bernicke Wealth Management
Wisconsin
$474K +$163K +927 +57%
44 45
46
47 48