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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1226
Capital Asset Advisory Services
Michigan
$259K +$242K +1,620 New
ACM
1227
Alpha Capital Management
Texas
$257K +$11.2K +75 +5%
SMH
1228
Sanders Morris Harris
Texas
$256K – – –
LA
1229
LVW Advisors
New York
$255K +$20.3K +136 +9%
FTC
1230
Farmers Trust Company
Ohio
$255K +$237K +1,589 New
TWA
1231
TCI Wealth Advisors
Arizona
$254K +$24.9K +167 +12%
SMC
1232
Smith, Moore & Co
Missouri
$251K +$149 +1 +0.1%
CC
1233
Courier Capital
New York
$250K -$89K -596 -28%
PMFA
1234
Plante Moran Financial Advisors
Michigan
$248K -$26.3K -176 -10%
BFO
1235
Boston Family Office
Massachusetts
$248K -$3.73K -25 -2%
GS
1236
Girard Securities
California
$248K +$231K +1,548 New
CFA
1237
Carroll Financial Associates
North Carolina
$247K -$46.3K -310 -17%
NBC
1238
Neuberger Berman Canada
Ontario, Canada
$247K +$231K +1,544 New
HCM
1239
Hollencrest Capital Management
California
$245K +$229K +1,532 New
FIMG
1240
Financial & Investment Management Group
Michigan
$243K -$30.3K -203 -12%
BPB
1241
Badgley, Phelps & Bell
Washington
$243K -$3.88K -26 -2%
AFS
1242
Access Financial Services
Minnesota
$243K +$227K +1,517 New
GC
1243
Gilbert & Cook
Iowa
$243K +$227K +1,517 New
AAM
1244
Aureus Asset Management
Massachusetts
$242K – – –
CFP
1245
Cornerstone Financial Partners
North Carolina
$240K -$37.3K -250 -14%
HAIM
1246
Hunter Associates Investment Management
Pennsylvania
$240K – – –
FRM
1247
Fox Run Management
Connecticut
$240K +$224K +1,500 New
ISL
1248
Ingalls & Snyder LLC
New York
$238K -$24.3K -163 -10%
BFG
1249
Barber Financial Group
Kansas
$238K +$222K +1,489 New
BCM
1250
Becker Capital Management
Oregon
$236K -$10.2K -68 -4%
48 49
50
51 52