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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IMS
1051
Index Management Solutions
Pennsylvania
$41K -$443K -4,675 -92%
LFR
1052
Lehman Financial Resources
Pennsylvania
$40K -$19K -200 -33%
NSIM
1053
North Star Investment Management
Illinois
$40K +$37.1K +391 New
HIM
1054
Hutchens Investment Management
New Hampshire
$38K +$35.9K +379 New
MFS
1055
McNamara Financial Services
Massachusetts
$38K +$35.9K +379 New
BOK
1056
Bank of Kentucky
Kentucky
$36K – – –
FMP
1057
Financial Management Professionals
Texas
$36K – – –
AWM
1058
AllSquare Wealth Management
New York
$36K +$33.7K +356 New
TFO
1059
Tarbox Family Office
California
$35K – – –
CFN
1060
Cordasco Financial Network
Florida
$34K +$32.2K +340 New
NC
1061
NewSquare Capital
Pennsylvania
$32K – – –
CHP
1062
Cable Hill Partners
Oregon
$32K +$30K +317 New
CCS
1063
Crosspoint Capital Strategies
California
$30K – – –
WA
1064
Winfield Associates
Ohio
$30K – – –
CHC
1065
City Holding Co
West Virginia
$30K +$5.97K +63 +27%
GXMC
1066
Global X Management Company
New York
$29K +$5.12K +54 +23%
RMAM
1067
Raab & Moskowitz Asset Management
New Jersey
$27K +$25.6K +270 New
FBT
1068
Founders Bank & Trust
Michigan
$26K – – –
ASN
1069
Advisory Services Network
Georgia
$26K +$23K +243 New
ST
1070
Smithfield Trust
Pennsylvania
$25K – – –
TCM
1071
Tradewinds Capital Management
Washington
$24K -$16.5K -174 -42%
PO
1072
Private Ocean
California
$24K +$22.2K +234 New
FSA
1073
Franklin Street Advisors
North Carolina
$24K +$22.5K +237 New
FANJ
1074
Financial Architects (New Jersey)
New Jersey
$23K +$6.35K +67 +42%
ARMC
1075
American Research & Management Company
Massachusetts
$20K – – –
41 42
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