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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1876
Lenox Wealth Management
Ohio
$101K +$1.68K +7 +2%
FWM
1877
Focused Wealth Management
New York
$99K -$2.4K -10 -2%
RFM
1878
Royal Fund Management
Florida
$99K +$74.3K +309 +315%
MCA
1879
Mercer Capital Advisers
New Jersey
$98K – – –
WOC
1880
West Oak Capital
California
$97K -$46.9K -195 -33%
POIA
1881
Pin Oak Investment Advisors
Texas
$94K +$92.4K +384 New
TFA
1882
Toth Financial Advisory
Virginia
$93K – – –
FMTCOCP
1883
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$89K -$36.1K -150 -29%
FMP
1884
Financial Management Professionals
Texas
$87K – – –
WCG
1885
Weaver Consulting Group
California
$87K – – –
PFGIA
1886
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$40.2K +167 +88%
CFG
1887
CKW Financial Group
Hawaii
$85K +$12K +50 +17%
BWA
1888
BDO Wealth Advisors
Florida
$83K +$2.17K +9 +3%
SIAP
1889
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K – – –
LWS
1890
Lucia Wealth Services
California
$76K – – –
NC
1891
NewSquare Capital
Pennsylvania
$76K – – –
EI
1892
Ellevest Inc
New York
$74K +$15.2K +63 +26%
KIG
1893
Kessler Investment Group
Indiana
$73K – – –
MS
1894
Mizuho Securities
Japan
$73K +$72.2K +300 New
EWA
1895
Evolution Wealth Advisors
Florida
$72K +$71.4K +297 New
TFGT
1896
TS Financial Group (TSFG)
Illinois
$70K +$241 +1 +0.3%
TCM
1897
Tradewinds Capital Management
Washington
$69K – – –
PWP
1898
Personal Wealth Partners
Minnesota
$67K +$66.1K +275 New
TJHA
1899
Thomas J. Herzfeld Advisors
Florida
$63K +$51.5K +214 +498%
RIM
1900
Ranger Investment Management
Texas
$62K -$23.1K -96 -27%
74 75
76
77 78