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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1601
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$61K +$3.6K +17 +7%
KTM
1602
Keeler Thomas Management
Utah
$59K +$57K +269 New
IP
1603
Isthmus Partners
Wisconsin
$56K – – –
FMTCOCP
1604
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55.1K – – –
CA
1605
Centerpoint Advisors
Massachusetts
$55K +$53K +250 New
TCM
1606
Tradewinds Capital Management
Washington
$54K – – –
HIM
1607
Hillsdale Investment Management
Ontario, Canada
$53K – – –
TCM
1608
TD Capital Management
Tennessee
$52K +$49.8K +235 New
DCM
1609
Delpha Capital Management
New York
$51K +$49.4K +233 New
MCM
1610
Mainstay Capital Management
Michigan
$49K +$47K +222 New
AIS
1611
AlphaOne Investment Services
Pennsylvania
$48K -$62.7K -296 -57%
WC
1612
Whitnell & Co
Illinois
$47K -$38.1K -180 -46%
FGC
1613
Financial Gravity Companies
Texas
$46K +$40.9K +193 New
SIAP
1614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K – – –
SIS
1615
Sound Income Strategies
Florida
$44K +$40.7K +192 New
JAM
1616
JCIC Asset Management
Ontario, Canada
$43K +$41.3K +195 New
SP
1617
SWS Partners
Ohio
$43K +$41.8K +197 New
MPPLM
1618
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$40K +$38.8K +183 New
RWM
1619
Raffa Wealth Management
District of Columbia
$39.7K – – –
HWM
1620
Holloway Wealth Management
Florida
$39K – – –
CPA
1621
Clear Perspective Advisors
Illinois
$34K +$15.9K +75 +97%
PO
1622
Private Ocean
California
$34K +$32.2K +152 New
ARMC
1623
American Research & Management Company
Massachusetts
$33K – – –
SPI
1624
Santori & Peters Inc
Pennsylvania
$33K +$32K +151 New
CB
1625
CNB Bank
Pennsylvania
$32K +$30.3K +143 New
63 64
65
66 67