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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
1951
InterOcean Capital Group
Tennessee
$531K -$48.9K -141 -9%
MAM
1952
Marotta Asset Management
Virginia
$530K – – –
EVC
1953
Eidelman Virant Capital
Missouri
$528K +$8.66K +25 +2%
VWA
1954
Visionary Wealth Advisors
Illinois
$528K +$10.4K +30 +2%
MWM
1955
Modera Wealth Management
New Jersey
$528K +$11.1K +32 +2%
BMC
1956
Benin Management Corp
Connecticut
$524K – – –
RWM
1957
Reston Wealth Management
Virginia
$522K +$17.7K +51 +4%
WAAG
1958
Wealth Alliance Advisory Group
Kansas
$521K +$68.6K +198 +16%
CFA
1959
Capstone Financial Advisors
Illinois
$520K +$31.5K +91 +7%
JPG
1960
Jordan Park Group
California
$519K +$483K +1,395 New
DHFB
1961
Dixon Hubard Feinour & Brown
Virginia
$517K -$9M -25,971 -95%
RWP
1962
RWA Wealth Partners
Massachusetts
$517K – – –
NIM
1963
Northeast Investment Management
Massachusetts
$516K – – –
NWM
1964
Northwest Wealth Management
Iowa
$515K – – –
LA
1965
LVW Advisors
New York
$514K -$82.1K -237 -15%
SMH
1966
Sanders Morris Harris
Texas
$513K – – –
WA
1967
Winfield Associates
Ohio
$513K – – –
SFG
1968
Sunburst Financial Group
Alabama
$512K -$4.85K -14 -1%
1SB
1969
1ST Source Bank
Indiana
$511K -$17.7K -51 -4%
DCM
1970
Dimension Capital Management
Florida
$510K +$84.9K +245 +22%
SIC
1971
Samalin Investment Counsel
New York
$508K -$10K -29 -2%
IAMOG
1972
Investors Asset Management of Georgia
Georgia
$508K – – –
NA
1973
Navellier & Associates
Nevada
$505K -$15.9K -46 -3%
MCA
1974
Magnolia Capital Advisors
Mississippi
$505K +$470K +1,357 New
CHP
1975
Cable Hill Partners
Oregon
$502K +$44.4K +128 +10%
77 78
79
80 81