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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1201
Godshalk Welsh Capital Management
Pennsylvania
$951K – – –
CLOS
1202
Compagnie Lombard Odier SCmA
Switzerland
$946K – – –
AF
1203
Affiance Financial
Minnesota
$933K +$49.7K +191 +6%
BCM
1204
Breiter Capital Management
Florida
$930K -$18.5K -71 -2%
GAG
1205
GM Advisory Group
New York
$915K – – –
BW
1206
Bison Wealth
Georgia
$915K +$23.4K +90 +3%
DW
1207
Domani Wealth
Pennsylvania
$912K +$780 +3 +0.1%
EIM
1208
Essex Investment Management
Massachusetts
$908K – – –
LNC
1209
Lincoln National Corp
Pennsylvania
$905K +$126K +484 +17%
WAM
1210
Weatherly Asset Management
California
$904K +$447K +1,720 +102%
BB
1211
Bell Bank
North Dakota
$894K +$66.1K +254 +8%
AIM
1212
Advantage Investment Management
Iowa
$890K +$189K +727 +28%
HFM
1213
Hartford Financial Management
Connecticut
$888K -$26K -100 -3%
F
1214
Filament
Washington
$882K -$33.3K -128 -4%
LWM
1215
Lyons Wealth Management
Florida
$881K -$35.1K -135 -4%
CFMC
1216
Curbstone Financial Management Corp
New Hampshire
$878K – – –
CGI
1217
CI Global Investments
California
$878K +$338K +1,300 +65%
TIA
1218
Tiemann Investment Advisors
California
$877K -$41.6K -160 -5%
SMG
1219
Spectrum Management Group
Indiana
$877K +$3.12K +12 +0.4%
BWM
1220
Bernicke Wealth Management
Wisconsin
$875K +$59.3K +228 +7%
PFS
1221
Prospera Financial Services
Texas
$872K -$163K -628 -15%
ECM
1222
Element Capital Management
New York
$869K -$713K -2,742 -46%
RA
1223
Rational Advisors
New York
$869K -$367K -1,410 -30%
WPW
1224
Waldron Private Wealth
Pennsylvania
$868K +$19.5K +75 +2%
LWAC
1225
Laurel Wealth Advisors (California)
California
$867K +$848K +3,262 New
47 48
49
50 51