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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Concentric Wealth Management
California
$223K – – –
DA
1752
Dillon & Associates
Michigan
$222K – – –
CG
1753
Corundum Group
Colorado
$217K – – –
JLBC
1754
J.L. Bainbridge & Co
Florida
$217K +$255 +1 +0.1%
MWM
1755
Mascoma Wealth Management
New Hampshire
$217K +$2.29K +9 +1%
BFC
1756
Bedel Financial Consulting
Indiana
$217K +$5.1K +20 +2%
PCAP
1757
Pratt Collard Advisory Partners
New York
$217K +$12K +47 +6%
NG
1758
Northstar Group
New York
$216K +$223K +874 New
CCM
1759
Compton Capital Management
Rhode Island
$215K -$248K -971 -53%
JCM
1760
Jacobi Capital Management
Pennsylvania
$215K -$14.8K -58 -6%
HCM
1761
Hengehold Capital Management
Ohio
$213K -$8.93K -35 -4%
TIA
1762
Tandem Investment Advisors
South Carolina
$212K -$78K -306 -26%
MIFH
1763
Migdal Insurance & Financial Holdings
Israel
$212K +$71.7K +281 +49%
FPCG
1764
Fort Pitt Capital Group
Pennsylvania
$211K -$9.18K -36 -4%
DAM
1765
Diamant Asset Management
Connecticut
$211K – – –
ST
1766
Sabal Trust
Florida
$209K -$44.1K -173 -17%
OCM
1767
One Capital Management
California
$208K -$7.91K -31 -4%
TFS
1768
TrustCore Financial Services
Tennessee
$208K +$5.61K +22 +3%
WAM
1769
Weiss Asset Management
Massachusetts
$207K +$214K +839 New
WB
1770
Webster Bank
Connecticut
$206K +$20.4K +80 +11%
FCA
1771
FLC Capital Advisors
California
$206K +$212K +832 New
EHC
1772
Everett Harris & Co
California
$204K – – –
FCMT
1773
Founders Capital Management (Texas)
Texas
$204K – – –
AIM
1774
Aspen Investment Management
Michigan
$203K – – –
RA
1775
RFG Advisory
Alabama
$203K – – –
69 70
71
72 73