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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
1551
Capital Advisory Group Advisory Services
Minnesota
$195K +$208K +912 New
PFGIA
1552
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$4.34K +19 +2%
ATC
1553
Adirondack Trust Company
New York
$189K -$20.3K -89 -10%
MWM
1554
Mascoma Wealth Management
New Hampshire
$186K – – –
LWCFA
1555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
FCFS
1556
First Command Financial Services
Texas
$180K +$10.3K +45 +6%
FCB
1557
First Command Bank
Texas
$180K +$10.3K +45 +6%
PG
1558
Patten Group
Tennessee
$179K +$103K +450 +116%
FCMT
1559
Founders Capital Management (Texas)
Texas
$177K – – –
BFC
1560
Bedel Financial Consulting
Indiana
$177K +$189K +828 New
WB
1561
Webster Bank
Connecticut
$176K +$24.2K +106 +15%
CFD
1562
Creative Financial Designs
Indiana
$174K +$70.1K +307 +61%
WAP
1563
Wealthcare Advisory Partners
Pennsylvania
$173K -$24K -105 -12%
RWG
1564
Regal Wealth Group
California
$169K +$457 +2 +0.3%
DWM
1565
Destination Wealth Management
California
$166K -$31.5K -138 -15%
GFP
1566
Gryphon Financial Partners
Ohio
$164K -$6.62K -29 -4%
KC
1567
KHP Capital
Oklahoma
$164K +$175K +767 New
SAS
1568
Stelac Advisory Services
New York
$163K +$174K +760 New
HCA
1569
Heck Capital Advisors
Wisconsin
$161K -$1.6K -7 -0.9%
CPIG
1570
Chicago Partners Investment Group
Illinois
$156K +$42.9K +188 +35%
GAM
1571
Gemmer Asset Management
California
$155K – – –
IP
1572
Intellectus Partners
California
$151K – – –
MUS
1573
Mitsubishi UFJ Securities
Japan
$148K – – –
WOC
1574
West Oak Capital
California
$148K – – –
CLOS
1575
Compagnie Lombard Odier SCmA
Switzerland
$147K -$56.9K -249 -27%
61 62
63
64 65