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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1951
Machina Capital
France
$570K +$604K +1,459 New
SP
1952
Successful Portfolios
Florida
$569K -$24.4K -59 -4%
DSA
1953
Droms Strauss Advisors
Missouri
$569K +$2.48K +6 +0.4%
AMC
1954
Asset Management Corp
Illinois
$568K -$41.8K -101 -6%
BHBT
1955
Burke & Herbert Bank & Trust
Virginia
$567K -$26.1K -63 -4%
MAM
1956
Marotta Asset Management
Virginia
$567K – – –
HIC
1957
Hartline Investment Corp
Illinois
$566K – – –
SMH
1958
Sanders Morris Harris
Texas
$566K – – –
WAAG
1959
Wealth Alliance Advisory Group
Kansas
$566K +$4.14K +10 +0.7%
CA
1960
Crumly & Associates
Illinois
$564K +$71.7K +173 +14%
JC
1961
JB Capital
Connecticut
$558K +$591K +1,428 New
RWP
1962
RWA Wealth Partners
Massachusetts
$556K +$28.2K +68 +5%
IAMOG
1963
Investors Asset Management of Georgia
Georgia
$553K +$12K +29 +2%
JCM
1964
Jacobi Capital Management
Pennsylvania
$553K +$140K +337 +31%
BMC
1965
Benin Management Corp
Connecticut
$551K – – –
RMCM
1966
Reynders McVeigh Capital Management
Massachusetts
$549K -$128K -309 -18%
SQA
1967
Simon Quick Advisors
New Jersey
$548K +$566K +1,367 +3,597%
RFO
1968
RiverGlades Family Offices
Florida
$547K – – –
MFG
1969
Merit Financial Group
Georgia
$547K +$53.8K +130 +10%
SFG
1970
Sather Financial Group
Texas
$547K +$580K +1,400 New
ACM
1971
Antonetti Capital Management
Florida
$537K +$569K +1,374 New
LIA
1972
LBMC Investment Advisors
Tennessee
$535K +$35.6K +86 +7%
NA
1973
Navellier & Associates
Nevada
$534K +$1.66K +4 +0.3%
SIC
1974
Samalin Investment Counsel
New York
$533K +$5.38K +13 +1%
TWP
1975
Tower Wealth Partners
Pennsylvania
$532K +$43.5K +105 +8%
77 78
79
80 81