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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
1901
RiverGlades Family Offices
Florida
$519K – – –
CFG
1902
Cooper Financial Group
California
$519K +$258K +770 +109%
MSFS
1903
Main Street Financial Solutions
Pennsylvania
$519K +$496K +1,479 New
FNBOH
1904
First National Bank of Hutchinson
Kansas
$517K +$335 +1 +0.1%
KF
1905
Krilogy Financial
Missouri
$513K -$32.5K -97 -6%
VC
1906
Vicus Capital
Pennsylvania
$509K +$71.1K +212 +17%
HIC
1907
Hartline Investment Corp
Illinois
$508K +$3.02K +9 +0.6%
CC
1908
Courier Capital
New York
$507K -$1.68K -5 -0.3%
MAM
1909
Marotta Asset Management
Virginia
$506K – – –
RWA
1910
Ropes Wealth Advisors
Massachusetts
$506K -$46.3K -138 -9%
BWP
1911
BSW Wealth Partners
Colorado
$506K +$36.5K +109 +8%
WP
1912
WMS Partners
Maryland
$503K -$17.8K -53 -4%
NB
1913
Northwest Bancshares
Pennsylvania
$503K +$1.68K +5 +0.4%
LWA
1914
Lenox Wealth Advisors
New York
$503K +$24.1K +72 +5%
CF
1915
Centaurus Financial
California
$503K +$65K +194 +16%
1SB
1916
1ST Source Bank
Indiana
$500K – – –
MFG
1917
Merit Financial Group
Georgia
$500K +$86.1K +257 +22%
GL
1918
Graypoint LLC
New York
$499K +$477K +1,422 New
USGIU
1919
U.S. Global Investors (USGI)
Texas
$498K – – –
SAS
1920
Stelac Advisory Services
New York
$498K +$165K +493 +53%
SMH
1921
Sanders Morris Harris
Texas
$497K – – –
FFM
1922
Fullerton Fund Management
Singapore
$495K +$267K +798 +130%
BMC
1923
Benin Management Corp
Connecticut
$494K – – –
NA
1924
Navellier & Associates
Nevada
$492K +$1.34K +4 +0.3%
AFS
1925
Aft Forsyth & Sober
Florida
$491K +$469K +1,400 New
75 76
77
78 79