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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1451
Proficio Capital Partners
Massachusetts
$266K +$2.54K +12 +1%
FIM
1452
Fernwood Investment Management
Massachusetts
$265K – – –
KAM
1453
Kassirer Asset Management
Ontario, Canada
$265K – – –
NEAM
1454
New England Asset Management
Connecticut
$265K – – –
BFM
1455
Boothbay Fund Management
New York
$265K +$254K +1,200 New
TWM
1456
Torch Wealth Management
Ohio
$265K +$254K +1,200 New
BFA
1457
Beaumont Financial Advisors
Massachusetts
$262K – – –
RWP
1458
RWA Wealth Partners
Massachusetts
$262K +$32.8K +155 +15%
TNB
1459
Thomasville National Bank
Georgia
$261K -$191K -900 -43%
FI
1460
FormulaFolio Investments
Michigan
$261K -$14.2K -67 -5%
CFA
1461
Capstone Financial Advisors
Illinois
$261K +$6.78K +32 +3%
PFA
1462
Pathway Financial Advisors
Vermont
$260K +$250K +1,179 New
ACM
1463
Advisors Capital Management
New Jersey
$259K +$424 +2 +0.2%
SGK
1464
Steigerwald Gordon & Koch
Virginia
$257K -$27.6K -130 -10%
LNB
1465
Ledyard National Bank
$257K -$15.9K -75 -6%
MBA
1466
McQueen Ball & Associates
Pennsylvania
$257K – – –
CIC
1467
Crawford Investment Counsel
Georgia
$255K +$15.9K +75 +7%
FFS
1468
Founders Financial Securities
Maryland
$253K – – –
DWM
1469
Dakota Wealth Management
Florida
$253K +$244K +1,149 New
SCM
1470
Stonebridge Capital Management
California
$252K -$10.6K -50 -4%
FHA
1471
First Horizon Advisors
Tennessee
$248K -$53.4K -252 -18%
HCP
1472
Holt Capital Partners
Texas
$248K – – –
VCM
1473
Versant Capital Management
Arizona
$248K – – –
BBA
1474
BLB&B Advisors
Pennsylvania
$247K -$20.3K -96 -8%
EWM
1475
Empirical Wealth Management
Washington
$247K +$10.4K +49 +5%
57 58
59
60 61