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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
976
Carnegie Investment Counsel
Ohio
$936K +$179K +1,096 +25%
BWM
977
BerganKDV Wealth Management
Minnesota
$933K -$86.6K -529 -9%
HH
978
HWG Holdings
Texas
$920K +$919K +5,611 New
ICOA
979
Investment Centers of America
North Dakota
$912K +$19K +116 +2%
WA
980
WFG Advisors
Texas
$906K +$115K +701 +15%
TIM
981
Tortoise Investment Management
New York
$902K -$65.5K -400 -7%
CL
982
CPWM LLC
Washington
$900K -$389K -2,373 -30%
FPA
983
Fieldpoint Private Advisors
New York
$899K – – –
FFEC
984
First Financial Equity Corporation
Arizona
$899K +$897K +5,478 New
NFC
985
Northeast Financial Consultants
Connecticut
$896K – – –
PM
986
Parametrica Management
Hong Kong
$896K +$895K +5,465 New
GG
987
Gofen & Glossberg
Illinois
$889K -$9.99K -61 -1%
SSG
988
Summit Securities Group
New York
$887K +$509K +3,111 +135%
EB
989
Eastern Bank
Massachusetts
$883K +$8.35K +51 +1%
WIA
990
Westbourne Investment Advisors
Maryland
$881K -$120K -730 -12%
FMWA
991
Forvis Mazars Wealth Advisors
Missouri
$881K +$10.2K +62 +1%
WSCM
992
Wellington Shields Capital Management
New York
$879K – – –
CM
993
Crestline Management
Texas
$873K +$872K +5,325 New
MGIA
994
Moneta Group Investment Advisors
Missouri
$870K -$19.8K -121 -2%
GT
995
Greenleaf Trust
Michigan
$869K +$31.8K +194 +4%
AAS
996
Annex Advisory Services
Wisconsin
$868K +$421K +2,573 +95%
TPWA
997
TRUE Private Wealth Advisors
Oregon
$866K +$87.3K +533 +11%
ACI
998
Alpha Cubed Investments
California
$853K -$958K -5,847 -53%
ASN
999
Advisory Services Network
Georgia
$842K +$841K +5,135 New
BCMO
1000
Buckingham Capital Management (Ohio)
Ohio
$841K +$77.8K +475 +10%
38 39
40
41 42