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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1501
Marietta Wealth Management
Georgia
$233K +$16K +70 +7%
VA
1502
Valmark Advisers
Ohio
$232K -$111K -484 -31%
SNT
1503
Security National Trust
West Virginia
$230K -$9.82K -43 -4%
CA
1504
Centerpoint Advisors
Massachusetts
$229K +$188K +821 +328%
RG
1505
Rikoon Group
New Mexico
$229K +$241K +1,057 New
FCMC
1506
Founders Capital Management (Connecticut)
Connecticut
$228K – – –
SCG
1507
Sonata Capital Group
Washington
$225K -$103K -450 -30%
WF
1508
WealthTrust Fairport
Ohio
$225K – – –
FCIM
1509
Fairview Capital Investment Management
California
$224K – – –
BSB
1510
Bangor Savings Bank
Maine
$224K +$239K +1,045 New
PP
1511
PagnatoKarp Partners
Virginia
$223K +$238K +1,042 New
CIP
1512
Capital Insight Partners
Arizona
$221K +$457 +2 +0.2%
EBSAM
1513
Eubel Brady & Suttman Asset Management
Ohio
$221K +$236K +1,034 New
WIP
1514
Wellesley Investment Partners
Massachusetts
$221K +$237K +1,036 New
LW
1515
Linscomb Wealth
Texas
$220K -$53.2K -233 -18%
HCM
1516
Hollencrest Capital Management
California
$220K – – –
FHA
1517
First Horizon Advisors
Tennessee
$218K -$25.8K -113 -10%
WPA
1518
West Paces Advisors
Georgia
$217K -$8.22K -36 -3%
ZIC
1519
ZWJ Investment Counsel
Georgia
$217K -$1.52M -6,648 -87%
RT
1520
Rockland Trust
Massachusetts
$217K -$399K -1,747 -63%
JCM
1521
Jacobi Capital Management
Pennsylvania
$217K +$41.3K +181 +22%
TIM
1522
Thompson Investment Management
Wisconsin
$216K -$11.4K -50 -5%
WBG
1523
Wharton Business Group
Pennsylvania
$216K – – –
WAM
1524
Weatherly Asset Management
California
$216K +$230K +1,009 New
FIAS
1525
FinTrust Investment Advisory Services
South Carolina
$215K +$229K +1,004 New
59 60
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62 63