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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2101
Intellectus Partners
California
$926K +$17K +32 +2%
FWTB
2102
First Western Trust Bank
Colorado
$926K +$71.5K +135 +8%
EGM
2103
Engineers Gate Manager
New York
$926K +$474K +894 +105%
FI
2104
Financial Insights
Washington
$925K +$408K +771 +79%
PSP
2105
Principal Street Partners
Tennessee
$923K – – –
EWM
2106
Evergreen Wealth Management
Michigan
$921K +$920K +1,737 New
IBOK
2107
Independence Bank of Kentucky
Kentucky
$920K +$145K +273 +19%
AFT
2108
Alpha Family Trust
California
$920K +$273K +515 +42%
HBCM
2109
Heron Bay Capital Management
Michigan
$919K – – –
GC
2110
Giverny Capital
Quebec, Canada
$919K +$918K +1,733 New
OPWM
2111
Oxinas Partners Wealth Management
Indiana
$918K +$4.77K +9 +0.5%
1SB
2112
1ST Source Bank
Indiana
$918K -$5.83K -11 -0.6%
FCMC
2113
Founders Capital Management (Connecticut)
Connecticut
$918K +$47.7K +90 +5%
AMG
2114
Asset Management Group
Connecticut
$917K +$2.65K +5 +0.3%
JWM
2115
Jeppson Wealth Management
California
$914K -$31.8K -60 -3%
ANB
2116
Amarillo National Bank
Texas
$914K -$1.06K -2 -0.1%
CAWM
2117
Capital Advisors Wealth Management
Washington
$913K +$184K +348 +25%
GAA
2118
Global Assets Advisory
Florida
$913K -$247K -467 -21%
SWG
2119
Summit Wealth Group
Vermont
$911K +$2.65K +5 +0.3%
TFA
2120
Triad Financial Advisors
North Carolina
$908K +$569K +1,075 +168%
PMG
2121
ProVise Management Group
Florida
$906K -$192K -362 -17%
VF
2122
Vista Finance
Missouri
$904K +$10.6K +20 +1%
AIC
2123
Argus Investors Counsel
New York
$904K -$39.7K -75 -4%
SI
2124
Saxon Interests
Texas
$901K +$530 +1 +0.1%
SMA
2125
Sage Mountain Advisors
Georgia
$900K +$111K +209 +14%
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85
86 87