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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1276
Petrus Trust Company
Texas
$209K +$195K +1,305 New
ACM
1277
Armbruster Capital Management
New York
$208K – – –
WP
1278
WealthSource Partners
California
$207K -$149K -1,000 -44%
EGA
1279
Eagle Global Advisors
Texas
$204K +$190K +1,275 New
SNT
1280
Security National Trust
West Virginia
$201K – – –
BW
1281
Biegel & Waller
Maryland
$200K +$184K +1,230 New
VCM
1282
Versant Capital Management
Arizona
$197K -$12.4K -83 -6%
HIIFS
1283
Harel Insurance Investments & Financial Services
Israel
$195K -$37.3K -250 -17%
NEAM
1284
New England Asset Management
Connecticut
$192K – – –
IWM
1285
IHT Wealth Management
Illinois
$191K +$176K +1,180 New
WIM
1286
Westside Investment Management
California
$190K +$176K +1,176 New
WPA
1287
West Paces Advisors
Georgia
$181K +$169K +1,133 New
SC
1288
SRB Corp
Massachusetts
$181K +$7.77K +52 +5%
LWM
1289
LBA Wealth Management
Florida
$178K +$25.1K +168 +18%
FI
1290
FCM Investments
Texas
$176K – – –
JGIA
1291
Jackson Grant Investment Advisers
Connecticut
$175K +$598 +4 +0.4%
MCM
1292
MV Capital Management
Maryland
$174K – – –
RA
1293
Rational Advisors
New York
$171K – – –
IPC
1294
Independent Portfolio Consultants
Florida
$169K +$6.87K +46 +5%
BWP
1295
Baldwin Wealth Partners
Massachusetts
$166K – – –
MBT
1296
Monroe Bank & Trust
Michigan
$166K +$155K +1,036 New
GRP
1297
Global Retirement Partners
California
$163K +$152K +1,019 New
MWM
1298
Mascoma Wealth Management
New Hampshire
$162K +$151K +1,010 New
DIA
1299
Davidson Investment Advisors
Montana
$160K +$7.47K +50 +5%
ATC
1300
Adirondack Trust Company
New York
$158K +$14.9K +100 +11%
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