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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1976
Dorato Capital Management
Colorado
$834K – – –
AGP
1977
Aspire Growth Partners
Florida
$831K +$152K +409 +26%
FRM
1978
Fox Run Management
Connecticut
$831K +$741K +1,999 New
XWL
1979
XXI Wealth LLC
Illinois
$830K +$245K +662 +50%
CC
1980
Corsicana & Co
Texas
$830K +$731K +1,973 +8,578%
WIA
1981
Westbourne Investment Advisors
Maryland
$829K -$199K -536 -21%
BPW
1982
Bingham Private Wealth
California
$826K +$153K +414 +26%
GEA
1983
Glen Eagle Advisors
New Jersey
$825K +$41.5K +112 +6%
SAM
1984
Sawgrass Asset Management
Florida
$825K – – –
FAM
1985
Formidable Asset Management
Ohio
$824K -$348K -940 -24%
LGA
1986
Lebenthal Global Advisors
New York
$823K -$587K -1,583 -44%
LWA
1987
Lifelong Wealth Advisors
Minnesota
$821K +$195K +526 +36%
LW
1988
Lauer Wealth
Indiana
$819K -$25.2K -68 -3%
RWM
1989
RKL Wealth Management
Pennsylvania
$819K -$112K -301 -13%
FTUS
1990
Flow Traders U.S.
New York
$817K -$271K -732 -27%
HWA
1991
HCR Wealth Advisors
California
$814K +$7.41K +20 +1%
WSA
1992
Wealth Science Advisors
Georgia
$813K +$287K +775 +66%
BWM
1993
Baron Wealth Management
Michigan
$813K +$200K +540 +38%
AAG
1994
Armstrong Advisory Group
Massachusetts
$810K -$135K -363 -16%
APG
1995
Abacus Planning Group
South Carolina
$809K -$9.27K -25 -1%
BCG
1996
Breakwater Capital Group
New Jersey
$808K -$173K -467 -19%
GWCM
1997
Godshalk Welsh Capital Management
Pennsylvania
$808K – – –
WCA
1998
Westover Capital Advisors
Delaware
$807K -$4.82K -13 -0.7%
RCA
1999
Ranch Capital Advisors
Florida
$807K +$80.8K +218 +13%
WWA
2000
Wisconsin Wealth Advisors
Wisconsin
$806K -$13.7K -37 -2%
78 79
80
81 82