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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
976
Vantage Investment Advisors
Pennsylvania
$473K -$60.4K -431 -11%
CHAM
977
Clear Harbor Asset Management
Connecticut
$473K – – –
HIM
978
Hillsdale Investment Management
Ontario, Canada
$472K +$56K +400 +13%
DLA
979
Douglas Lane & Associates
New York
$471K -$169K -1,207 -26%
RHBC
980
R.H. Bluestein & Co
Michigan
$471K +$9.38K +67 +2%
JIC
981
Joel Isaacson & Co
New York
$470K +$19K +136 +4%
HPBT
982
High Point Bank & Trust
North Carolina
$469K -$28K -200 -6%
KCM
983
Kornitzer Capital Management
Kansas
$469K – – –
ICOA
984
Investment Centers of America
North Dakota
$463K +$70.7K +505 +18%
SWM
985
SVA Wealth Management
Wisconsin
$461K +$61.6K +440 +15%
LCM
986
LVM Capital Management
Michigan
$461K +$208K +1,485 +36%
BJL
987
Brighton Jones LLC
Washington
$453K -$1.68K -12 -0.4%
CPA
988
Court Place Advisors
Maryland
$453K -$28K -200 -6%
PA
989
Perceptive Advisors
New York
$452K – – –
WA
990
Wealth Architects
California
$445K -$7K -50 -2%
TSW
991
Thompson Siegel & Walmsley
Virginia
$444K -$45.5K -325 -9%
DIA
992
Denver Investment Advisors
Colorado
$442K +$42K +300 +10%
LNC
993
Lincoln National Corp
Pennsylvania
$441K +$64.4K +460 +17%
FBFS
994
First Business Financial Services
Wisconsin
$439K – – –
MGIA
995
Moneta Group Investment Advisors
Missouri
$436K – – –
CC
996
Cedar Capital
Illinois
$435K -$95.5K -682 -18%
MI
997
Montage Investments
Kansas
$432K -$7.98K -57 -2%
KF
998
Krilogy Financial
Missouri
$431K +$279K +1,993 +184%
SSIA
999
Spero-Smith Investment Advisers
Ohio
$427K +$840 +6 +0.2%
CAM
1000
Cypress Asset Management
Texas
$427K +$21K +150 +5%
38 39
40
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