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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
801
Litman Gregory Wealth Management
California
$12.1M -$117K -220 -0.9%
ASN
802
Advisory Services Network
Georgia
$12M -$612K -1,148 -5%
DAC
803
Dividend Assets Capital
South Carolina
$12M +$618K +1,159 +5%
LIM
804
Leavell Investment Management
Alabama
$11.9M +$138K +259 +1%
PF
805
Phoenix Financial
Israel
$11.9M -$560K -1,050 -5%
DWM
806
Dakota Wealth Management
Florida
$11.9M +$170K +318 +1%
WCF
807
West Coast Financial
California
$11.9M +$1.27M +2,388 +12%
DAS
808
Dynamic Advisor Solutions
Arizona
$11.8M +$3.55M +6,654 +43%
RBA
809
Richard Bernstein Advisors
New York
$11.8M +$2.66M +4,988 +28%
BCM
810
Brookstone Capital Management
Illinois
$11.8M +$120K +225 +1%
AG
811
Ascent Group
Virginia
$11.7M +$196K +368 +2%
AWAG
812
ARS Wealth Advisors Group
Florida
$11.7M +$10.5M +19,708 +765%
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$11.7M +$853K +1,599 +8%
JCM
814
Janney Capital Management
Pennsylvania
$11.6M +$11.8M +22,073 New
LCM
815
Logan Capital Management
Pennsylvania
$11.6M -$348K -653 -3%
GI
816
GAMCO Investors
Connecticut
$11.6M +$3.76M +7,043 +47%
CIA
817
Covington Investment Advisors
Pennsylvania
$11.6M +$107K +201 +0.9%
AR
818
Advisory Research
Illinois
$11.5M -$69.3K -130 -0.6%
AMBIA
819
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M -$54.9K -103 -0.5%
FNBOO
820
First National Bank of Omaha
Nebraska
$11.5M -$602K -1,128 -5%
KFS
821
Kurt F. Somerville
$11.4M +$711K +1,334 +7%
WF
822
WoodTrust Financial
Wisconsin
$11.4M +$63.5K +119 +0.6%
PGAM
823
Princeton Global Asset Management
New Jersey
$11.3M +$283K +531 +3%
PA
824
Procyon Advisors
Connecticut
$11.3M +$399K +749 +4%
BL
825
Balentine LLC
Georgia
$11.3M +$2.44M +4,584 +27%
31 32
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