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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
1976
Flow Traders U.S.
New York
$817K -$271K -732 -27%
HWA
1977
HCR Wealth Advisors
California
$814K +$7.41K +20 +1%
WSA
1978
Wealth Science Advisors
Georgia
$813K +$287K +775 +66%
BWM
1979
Baron Wealth Management
Michigan
$813K +$200K +540 +38%
AAG
1980
Armstrong Advisory Group
Massachusetts
$810K -$135K -363 -16%
APG
1981
Abacus Planning Group
South Carolina
$809K -$9.27K -25 -1%
BCG
1982
Breakwater Capital Group
New Jersey
$808K -$173K -467 -19%
GWCM
1983
Godshalk Welsh Capital Management
Pennsylvania
$808K – – –
WCA
1984
Westover Capital Advisors
Delaware
$807K -$4.82K -13 -0.7%
RCA
1985
Ranch Capital Advisors
Florida
$807K +$80.8K +218 +13%
WWA
1986
Wisconsin Wealth Advisors
Wisconsin
$806K -$13.7K -37 -2%
LPFG
1987
Landing Point Financial Group
Ohio
$805K -$5.19K -14 -0.7%
FIB
1988
First Interstate Bank
Montana
$803K +$60K +162 +9%
IFS
1989
Ifrah Financial Services
Arkansas
$803K -$2.96K -8 -0.4%
SAM
1990
Secure Asset Management
Michigan
$803K -$25.9K -70 -3%
KFAS
1991
Keating Financial Advisory Services
Kansas
$803K +$31.5K +85 +5%
1SB
1992
1ST Source Bank
Indiana
$802K -$21.1K -57 -3%
LK
1993
Lumbard & Kellner
New Hampshire
$801K -$66.7K -180 -9%
PMA
1994
Prudent Man Advisors
Illinois
$801K +$79.7K +215 +13%
IP
1995
Ignite Planners
California
$800K +$213K +575 +43%
KC
1996
Kepler Cheuvreux
$799K +$713K +1,923 New
FFS
1997
Founders Financial Securities
Maryland
$796K -$859K -2,317 -55%
AP
1998
Anchyra Partners
Georgia
$795K +$201K +541 +39%
MCWA
1999
Meadow Creek Wealth Advisors
Georgia
$795K -$158K -427 -18%
PAM
2000
Peak Asset Management
Colorado
$795K – – –
78 79
80
81 82