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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Confluence Wealth Management
Oregon
$953K +$195K +679 +27%
BWL
1452
Bogart Wealth LLC
Virginia
$948K +$30.7K +107 +3%
WKWM
1453
Walter & Keenan Wealth Management
Indiana
$946K -$376K -1,312 -29%
GPA
1454
Garrison Point Advisors
California
$944K – – –
RCG
1455
Rock Creek Group
District of Columbia
$943K -$194K -676 -17%
MFG
1456
Menard Financial Group
Texas
$943K +$916K +3,196 New
RWA
1457
River Wealth Advisors
Pennsylvania
$940K +$381K +1,330 +72%
PCIG
1458
Partners Capital Investment Group
Massachusetts
$938K +$911K +3,180 New
PIA
1459
Pinion Investment Advisors
Kansas
$933K +$19.8K +69 +2%
THWM
1460
Taylor Hoffman Wealth Management
Virginia
$931K +$573K +2,000 +173%
CCT
1461
Country Club Trust
Missouri
$926K +$90K +314 +11%
BWM
1462
Bernicke Wealth Management
Wisconsin
$923K -$436K -1,522 -33%
CFS
1463
CRA Financial Services
New Jersey
$923K -$45K -157 -5%
GWCM
1464
Godshalk Welsh Capital Management
Pennsylvania
$922K -$35.8K -125 -4%
BCB
1465
Brian C. Broderick
$917K +$469K +1,637 +111%
SFSIG
1466
San Francisco Sentry Investment Group
California
$916K +$27.5K +96 +3%
CFA
1467
Carroll Financial Associates
North Carolina
$912K +$140K +488 +19%
AI
1468
AdvisorShares Investments
Maryland
$909K +$883K +3,082 New
CAN
1469
Claraphi Advisory Network
United States
$906K +$12.6K +44 +1%
HC
1470
HNP Capital
New York
$903K +$520K +1,816 +150%
AIM
1471
AIA Investment Management
Singapore
$899K +$428K +1,494 +96%
MI
1472
Markston International
New York
$898K – – –
VRM
1473
Vectors Research Management
New York
$893K – – –
NL
1474
NVWM LLC
Pennsylvania
$893K +$11.7K +41 +1%
SIG
1475
Sargent Investment Group
Maryland
$891K – – –
57 58
59
60 61