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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2401
Lewis Asset Management
California
$717K +$25.6K +50 +4%
SC
2402
Steph & Co
Wisconsin
$716K -$46.5K -91 -6%
GTAM
2403
Global Trust Asset Management
Florida
$716K -$156K -306 -18%
MHR
2404
Matthew Hamilton Rosenberg
$716K +$23.5K +46 +3%
SMH
2405
Sanders Morris Harris
Texas
$715K – – –
PP
2406
PrairieView Partners
Minnesota
$715K – – –
CPC
2407
Consolidated Planning Corp
Georgia
$715K -$304K -594 -30%
HCP
2408
Holt Capital Partners
Texas
$715K -$76.7K -150 -10%
SFWC
2409
Strategic Family Wealth Counselors
New Jersey
$715K +$12.8K +25 +2%
CWM
2410
Cahaba Wealth Management
Georgia
$714K -$511 -1 -0.1%
CFG
2411
Copley Financial Group
California
$711K +$4.6K +9 +0.7%
WCM
2412
Washington Capital Management
Washington
$710K – – –
BA
2413
Birinyi Associates
Connecticut
$707K – – –
GIM
2414
Grassi Investment Management
California
$707K +$289K +565 +72%
JPWM
2415
Jamison Private Wealth Management
Georgia
$706K -$11.8K -23 -2%
KCPG
2416
Kavar Capital Partners Group
Kansas
$705K -$9.2K -18 -1%
GPWM
2417
Grant Private Wealth Management
California
$704K +$7.16K +14 +1%
RFA
2418
Resurgent Financial Advisors
Georgia
$704K +$21K +41 +3%
SNBOSD
2419
Security National Bank of So Dak
Iowa
$703K +$139K +272 +25%
JC
2420
JB Capital
Connecticut
$700K +$71.6K +140 +12%
LGA
2421
Lebenthal Global Advisors
New York
$700K +$683K +1,336 New
ODFS
2422
O'Donnell Financial Services
California
$696K +$6.13K +12 +0.9%
LIA
2423
LS Investment Advisors
Michigan
$694K -$179K -350 -21%
EWS
2424
Eagle Wealth Strategies
New Jersey
$690K -$181K -354 -21%
TAM
2425
Titleist Asset Management
Texas
$687K -$390K -763 -37%
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97
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