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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1476
Hunter Associates Investment Management
Pennsylvania
$307K – – –
BWP
1477
Baldwin Wealth Partners
Massachusetts
$306K – – –
EWM
1478
Endurance Wealth Management
Rhode Island
$306K – – –
KTA
1479
Keeley-Teton Advisors
Illinois
$306K +$960 +4 +0.3%
ACM
1480
Advisors Capital Management
New Jersey
$306K +$17.3K +72 +6%
PAS
1481
Partnervest Advisory Services
California
$306K +$299K +1,246 New
HA
1482
Harfst & Associates
Wyoming
$304K +$298K +1,242 New
NIMC
1483
NWQ Investment Management Company
California
$303K -$13.2K -55 -4%
LNB
1484
Ledyard National Bank
$301K +$9.61K +40 +3%
FIA
1485
Foundations Investment Advisors
Arizona
$301K +$295K +1,227 New
OMC
1486
Old Mission Capital
Illinois
$300K +$293K +1,222 New
FNB
1487
Farmers National Bank
Kentucky
$299K -$15.6K -65 -5%
FBA
1488
Front Barnett Associates
Illinois
$298K – – –
RWP
1489
RWA Wealth Partners
Massachusetts
$298K +$12K +50 +4%
NFG
1490
Next Financial Group
Texas
$294K -$98.7K -411 -26%
FIM
1491
Fernwood Investment Management
Massachusetts
$294K – – –
KAM
1492
Kassirer Asset Management
Ontario, Canada
$294K – – –
NEAM
1493
New England Asset Management
Connecticut
$294K – – –
PCMC
1494
Paragon Capital Management (Colorado)
Colorado
$294K – – –
TWM
1495
Torch Wealth Management
Ohio
$294K +$24K +100 +9%
BOS
1496
Bingham Osborn & Scarborough
California
$292K -$3.84K -16 -1%
CFA
1497
Capstone Financial Advisors
Illinois
$290K +$480 +2 +0.2%
DMC
1498
Drexel Morgan & Co
Pennsylvania
$288K – – –
RG
1499
Rikoon Group
New Mexico
$288K +$28.1K +117 +11%
PFA
1500
Pathway Financial Advisors
Vermont
$287K – – –
58 59
60
61 62