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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
776
Atlantic Investment Company
Georgia
$316K – – –
RHBC
777
R.H. Bluestein & Co
Michigan
$314K +$5.39K +75 +2%
WTB
778
Washington Trust Bank
Washington
$312K -$4.14M -57,639 Closed
KL
779
Kinsight LLC
Alabama
$311K – – –
JIC
780
Johnson Investment Counsel
Ohio
$305K -$21.6K -300 -7%
TCOV
781
Trust Company of Vermont
Vermont
$304K +$21.6K +300 +8%
SYBT
782
Stock Yards Bank & Trust
Kentucky
$301K +$50.9K +709 +21%
CCM
783
CrestPoint Capital Management
Missouri
$301K +$287K +4,000 New
UGIF
784
US Global Investors Funds
Maine
$301K +$287K +4,000 New
USGIU
785
U.S. Global Investors (USGI)
Texas
$301K +$287K +4,000 New
GHA
786
GW Henssler & Associates
Georgia
$299K +$36K +501 +14%
HFM
787
Hartford Financial Management
Connecticut
$296K – – –
BHBT
788
Burke & Herbert Bank & Trust
Virginia
$295K +$3.02K +42 +1%
GAG
789
GM Advisory Group
New York
$291K +$277K +3,860 New
AAS
790
Annex Advisory Services
Wisconsin
$289K -$316K -4,398 -53%
CI
791
Cowen Inc
New York
$286K +$71.8K +1,000 +36%
CPA
792
Court Place Advisors
Maryland
$286K +$273K +3,799 New
OC
793
Oarsman Capital
Wisconsin
$282K +$269K +3,750 New
SIC
794
Salem Investment Counselors
North Carolina
$280K – – –
CCM
795
Check Capital Management
California
$279K -$21.6K -300 -8%
BWG
796
Beta Wealth Group
California
$279K +$266K +3,707 New
RMDI
797
R.M. Davis Inc
Maine
$276K +$7.18K +100 +3%
AW
798
Alpha Windward
Massachusetts
$275K -$5.6K -78 -2%
BEAM
799
Baker Ellis Asset Management
Washington
$274K +$25.1K +350 +11%
AAIM
800
American Assets Investment Management
California
$271K – – –
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