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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFR
1051
Lehman Financial Resources
Pennsylvania
$40K -$19K -200 -33%
NSIM
1052
North Star Investment Management
Illinois
$40K +$37.1K +391 New
HIM
1053
Hutchens Investment Management
New Hampshire
$38K +$35.9K +379 New
MFS
1054
McNamara Financial Services
Massachusetts
$38K +$35.9K +379 New
BOK
1055
Bank of Kentucky
Kentucky
$36K – – –
FMP
1056
Financial Management Professionals
Texas
$36K – – –
AWM
1057
AllSquare Wealth Management
New York
$36K +$33.7K +356 New
TFO
1058
Tarbox Family Office
California
$35K – – –
CFN
1059
Cordasco Financial Network
Florida
$34K +$32.2K +340 New
NC
1060
NewSquare Capital
Pennsylvania
$32K – – –
CHP
1061
Cable Hill Partners
Oregon
$32K +$30K +317 New
CCS
1062
Crosspoint Capital Strategies
California
$30K – – –
WA
1063
Winfield Associates
Ohio
$30K – – –
CHC
1064
City Holding Co
West Virginia
$30K +$5.97K +63 +27%
GXMC
1065
Global X Management Company
New York
$29K +$5.12K +54 +23%
RMAM
1066
Raab & Moskowitz Asset Management
New Jersey
$27K +$25.6K +270 New
FBT
1067
Founders Bank & Trust
Michigan
$26K – – –
ASN
1068
Advisory Services Network
Georgia
$26K +$23K +243 New
ST
1069
Smithfield Trust
Pennsylvania
$25K – – –
TCM
1070
Tradewinds Capital Management
Washington
$24K -$16.5K -174 -42%
PO
1071
Private Ocean
California
$24K +$22.2K +234 New
FSA
1072
Franklin Street Advisors
North Carolina
$24K +$22.5K +237 New
FANJ
1073
Financial Architects (New Jersey)
New Jersey
$23K +$6.35K +67 +42%
ARMC
1074
American Research & Management Company
Massachusetts
$20K – – –
FNBSF
1075
First National Bank Sioux Falls
South Dakota
$20K – – –
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