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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1501
PagnatoKarp Partners
Virginia
$423K +$61.8K +234 +16%
CFA
1502
Carroll Financial Associates
North Carolina
$422K +$5.28K +20 +1%
HI
1503
Horizon Investments
North Carolina
$422K +$448K +1,695 New
BEAM
1504
Baker Ellis Asset Management
Washington
$421K – – –
BP
1505
BBR Partners
New York
$421K +$127K +480 +40%
ABTD
1506
Arvest Bank Trust Division
Oklahoma
$419K +$154K +583 +53%
GKWIM
1507
Gerber Kawasaki Wealth & Investment Management
California
$418K – – –
FAIM
1508
Financial Advocates Investment Management
Washington
$417K -$170K -644 -28%
EFSCE
1509
Enterprise Financial Services Corp (EFSC)
Missouri
$417K -$23.2K -88 -5%
PFBT
1510
Parkside Financial Bank & Trust
Missouri
$417K -$6.6K -25 -1%
MFG
1511
Monte Financial Group
Connecticut
$416K +$16.4K +62 +4%
AIM
1512
Assured Investment Management
New York
$415K -$5.76M -21,809 -93%
IIC
1513
Ironwood Investment Counsel
Arizona
$415K +$48.1K +182 +12%
AFS
1514
Access Financial Services
Minnesota
$415K +$84K +318 +24%
AAM
1515
Aureus Asset Management
Massachusetts
$414K – – –
FFC
1516
First Financial Corp
Indiana
$414K – – –
LA
1517
LVW Advisors
New York
$414K +$135K +511 +44%
RIA
1518
Regal Investment Advisors
Michigan
$413K -$4.49K -17 -1%
FEG
1519
Financial Enhancement Group
Indiana
$413K – – –
BFO
1520
Boston Family Office
Massachusetts
$413K +$33.3K +126 +8%
AWM
1521
Affinity Wealth Management
Delaware
$412K +$437K +1,653 New
MCM
1522
McRae Capital Management
New Jersey
$411K – – –
CAW
1523
Cornerstone Advisors (Washington)
Washington
$410K +$32K +121 +8%
OPA
1524
Old Port Advisors
Maine
$409K +$407K +1,540 New
RWM
1525
Reston Wealth Management
Virginia
$409K +$434K +1,643 New
59 60
61
62 63