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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1626
Kiley Juergens Wealth Management
Washington
$178K +$174K +726 New
GAM
1627
Gemmer Asset Management
California
$177K – – –
DWM
1628
Destination Wealth Management
California
$174K -$16.1K -67 -9%
KPCM
1629
Kings Point Capital Management
New York
$169K – – –
MUS
1630
Mitsubishi UFJ Securities
Japan
$169K – – –
IDBONY
1631
Israel Discount Bank of New York
New York
$166K – – –
PCM
1632
Poehling Capital Management
Wisconsin
$158K – – –
SHJ
1633
Sharkey, Howes & Javer
Colorado
$157K – – –
BAM
1634
Bruderman Asset Management
New York
$153K – – –
KCPG
1635
Kavar Capital Partners Group
Kansas
$147K – – –
M
1636
MOTCO
Texas
$146K – – –
WOC
1637
West Oak Capital
California
$140K -$29.3K -122 -18%
CCM
1638
Cribstone Capital Management
Maine
$139K +$7.2K +30 +6%
QAM
1639
QCI Asset Management
New York
$138K -$133K -552 -50%
CFD
1640
Creative Financial Designs
Indiana
$136K -$62.4K -260 -32%
KC
1641
KHP Capital
Oklahoma
$123K -$64.1K -267 -35%
CPA
1642
Cowen Prime Advisors
New York
$123K – – –
BWM
1643
Baystate Wealth Management
Massachusetts
$120K +$10.8K +45 +11%
FL
1644
Fort LP
Maryland
$119K +$116K +485 New
NWM
1645
Northwest Wealth Management
Iowa
$117K – – –
AWM
1646
Aevitas Wealth Management
Massachusetts
$114K – – –
CPA
1647
Clear Perspective Advisors
Illinois
$113K -$47.5K -198 -30%
AOWM
1648
Alpha Omega Wealth Management
Virginia
$110K – – –
ACM
1649
AUA Capital Management
Pennsylvania
$109K – – –
BCP
1650
Blue Chip Partners
Michigan
$107K +$104K +435 New
64 65
66
67 68