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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1701
Strategic Wealth Partners
Ohio
$94K – – –
RIM
1702
Ranger Investment Management
Texas
$93K +$65K +250 +250%
FIA
1703
FNY Investment Advisers
New York
$93K +$91K +350 New
CHC
1704
City Holding Co
West Virginia
$89K – – –
WAS
1705
Winch Advisory Services
Wisconsin
$89K +$260 +1 +0.3%
FMTCOCP
1706
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K – – –
LWS
1707
Lucia Wealth Services
California
$88K +$32K +123 +60%
EA
1708
Elm Advisors
California
$88K +$85.8K +330 New
ICM
1709
IMS Capital Management
Oregon
$85K +$83K +319 New
CFG
1710
CKW Financial Group
Hawaii
$81K -$26K -100 -25%
TCM
1711
Tradewinds Capital Management
Washington
$81K – – –
SIS
1712
Sound Income Strategies
Florida
$78K – – –
NC
1713
NewSquare Capital
Pennsylvania
$77K +$1.3K +5 +2%
FGAM
1714
Financial Gravity Asset Management
Texas
$76K +$3.64K +14 +5%
TG
1715
TLP Group
Illinois
$67K -$14.3K -55 -18%
HI
1716
Hudock Inc
Pennsylvania
$67K +$260 +1 +0.4%
RWM
1717
Raffa Wealth Management
District of Columbia
$66K – – –
BA
1718
Ballew Advisors
Mississippi
$65K -$10.4K -40 -14%
TCM
1719
TD Capital Management
Tennessee
$63K – – –
SQA
1720
Simon Quick Advisors
New Jersey
$63K +$11.2K +43 +22%
WWMSC
1721
Wagner Wealth Management (South Carolina)
South Carolina
$63K +$35.6K +137 +137%
SIM
1722
Sonora Investment Management
Arizona
$62K – – –
PAMG
1723
Patton Albertson Miller Group
Tennessee
$58K +$58.8K +226 New
IP
1724
Isthmus Partners
Wisconsin
$53K – – –
LWM
1725
Lenox Wealth Management
Ohio
$49K +$15.9K +61 +50%
67 68
69
70 71