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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1201
Isthmus Partners
Wisconsin
$20K -$13.5K -114 -42%
WAS
1202
Winch Advisory Services
Wisconsin
$20K +$18.3K +155 New
M
1203
MOTCO
Texas
$14K – – –
RAM
1204
Riggs Asset Management
Pennsylvania
$13K – – –
RWA
1205
Ropes Wealth Advisors
Massachusetts
$11K -$119K -1,004 -92%
RIM
1206
Ranger Investment Management
Texas
$10K +$9.35K +79 New
SIM
1207
Sonora Investment Management
Arizona
$6.96K +$1.18K +10 +24%
PCM
1208
Penserra Capital Management
California
$6K -$946 -8 -13%
LWA
1209
Lowe Wealth Advisors
Maryland
$6K – – –
WA
1210
WealthTrust-Arizona
Arizona
$6K +$1.18K +10 +25%
FPFS
1211
First Personal Financial Services
North Carolina
$5K – – –
CFA
1212
Camarda Financial Advisors
Florida
$5K +$4.61K +39 New
SAM
1213
Solaris Asset Management
New York
$4K – – –
AA
1214
Apriem Advisors
California
$4K +$3.31K +28 New
FAM
1215
Formidable Asset Management
Ohio
$3K -$237K -2,000 -99%
UFA
1216
US Financial Advisors
Massachusetts
$3K -$5.32K -45 -65%
OSNBOA
1217
Old Second National Bank of Aurora
Illinois
$3K – – –
JWA
1218
JFS Wealth Advisors
Pennsylvania
$3K +$2.84K +24 New
BCFS
1219
Butensky & Cohen Financial Security
Florida
$2K – – –
CIM
1220
Contravisory Investment Management
Massachusetts
$2K – – –
SA
1221
SRH Advisors
Kansas
$2K – – –
WAMC
1222
Western Asset Management Company
California
$2K +$1.06K +9 New
GBBWRPM
1223
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
ED
1224
Exane Derivatives
France
$387 – – –
IG
1225
ING Group
Netherlands
– -$52M -442,097 Closed
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