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UNIT

Uniti Group
UNIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
326
Mosaic Family Wealth
Missouri
– -$12K -800 Closed
QCG
327
Quadrant Capital Group
Ohio
– -$6K -529 Closed
BWM
328
BerganKDV Wealth Management
Minnesota
– -$8K -490 Closed
PRC
329
Pearl River Capital
Michigan
– -$7K -456 Closed
GI
330
Gradient Investments
Minnesota
– -$7K -419 Closed
APC
331
Aspire Private Capital
North Carolina
– -$5.94K -406 -95%
IIM
332
Ipswich Investment Management
Massachusetts
– -$6K -390 Closed
HS
333
Horan Securities
United States
– -$6K -300 Closed
SMG
334
Spectrum Management Group
Indiana
– -$5K -290 Closed
GAM
335
Gemmer Asset Management
California
– -$4K -240 Closed
CBT
336
Capital Bank & Trust
California
– -$4K -229 Closed
DWM
337
Doyle Wealth Management
Florida
– -$3K -220 Closed
CA
338
Claro Advisors
Massachusetts
– -$4K -200 Closed
SNT
339
Security National Trust
West Virginia
– -$2.93K -200 -91%
JA
340
JOYN Advisors
Georgia
– -$3K -199 Closed
FHB
341
First Hawaiian Bank
Hawaii
– -$2K -162 Closed
OSAM
342
O'Shaughnessy Asset Management
Connecticut
– -$2K -109 Closed
TCOV
343
Trust Company of Vermont
Vermont
– -$2K -100 Closed
ME
344
McIlrath & Eck
Washington
– -$1K -87 Closed
DAM
345
Delta Asset Management
Tennessee
– -$1K -80 Closed
CI
346
CX Institutional
Indiana
– -$1K -72 Closed
PCP
347
Proficio Capital Partners
Massachusetts
– -$1K -72 Closed
W
348
WealthOne
New York
– -$1K -70 Closed
NFG
349
Next Financial Group
Texas
– -$761 -52 -57%
DWM
350
Destination Wealth Management
California
– -$1K -50 Closed
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14
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