Dark
Light
System
Security
UNITED FINL BANCORP INC NEW COM
UNITED FINL BANCORP INC NEW COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 119 Institutional holders with a total value of $445,989,044.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 US BANCORP \DE\ 3,586 51,000 0.01%
102 Li Winifred I 3,380 49,000 0.01%
103 NATIONAL PLANNING CORP 3,033 41,946 0.01%
104 MassMutual Private Wealth & Trust, FSB 2,803 40,251 0.01%
105 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,224 32,000 0.01%
106 MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,683 24,000 0.01%
107 BlackRock Finance, Inc. 1,577 23,000 0.01%
108 TEACHER RETIREMENT SYSTEM OF TEXAS 1,507 22,000 0.00%
109 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 821 12,000 0.00%
110 NEXT Financial Group, Inc 763 11,000 0.00%
111 Tower Research Capital LLC (TRC) 596 9,000 0.00%
112 Creative Planning 400 6,000 0.00%
113 North Star Investment Management Corp. 440 6,000 0.00%
114 MV CAPITAL MANAGEMENT, INC. 220 3,000 0.00%
115 TRUST CO OF VERMONT 165 2,000 0.00%
116 AllSquare Wealth Management LLC 151 2,000 0.00%
117 Parasol Investment Management, LLC 91 1,000 0.00%
118 B. Riley Wealth Advisors, Inc. 64 1,000 0.00%
119 SHELL ASSET MANAGEMENT CO 1 0 0.00%
Page 3 of 3

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.