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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1976
Nicholas Hoffman & Company
Georgia
– -$579K -2,374 Closed
CAW
1977
Cornerstone Advisors (Washington)
Washington
– -$554K -2,272 Closed
JWM
1978
Jupiter Wealth Management
Colorado
– -$587K -2,200 Closed
HS
1979
HighVista Strategies
Massachusetts
– -$488K -2,000 Closed
CWG
1980
Cornerstone Wealth Group
North Carolina
– -$432K -1,771 Closed
SCG
1981
Saban Capital Group
California
– -$427K -1,750 Closed
NCM
1982
Noesis Capital Mangement
Florida
– -$409K -1,678 Closed
WT
1983
Washington Trust
Rhode Island
– -$393K -1,612 Closed
DBRC
1984
D.B. Root & Company
Pennsylvania
– -$372K -1,526 Closed
MWPCG
1985
Measured Wealth Private Client Group
New Hampshire
– -$370K -1,515 Closed
GC
1986
Gilbert & Cook
Iowa
– -$368K -1,510 Closed
FAM
1987
Flaharty Asset Management
Florida
– -$368K -1,508 Closed
AAC
1988
Acorn Advisory Capital
New York
– -$366K -1,500 Closed
MA
1989
MANA Advisors
New York
– -$360K -1,476 Closed
BO
1990
Bach Option
Hong Kong
– -$358K -1,468 Closed
F
1991
F3Logic
Minnesota
– -$352K -1,444 Closed
EWA
1992
EP Wealth Advisors
California
– -$342K -1,401 Closed
NS
1993
NewDay Solutions
New Hampshire
– -$330K -1,361 Closed
CGA
1994
Crescent Grove Advisors
Illinois
– -$315K -1,289 Closed
DIM
1995
DC Investments Management
Virginia
– -$307K -1,260 Closed
MIP
1996
Marietta Investment Partners
Wisconsin
– -$304K -1,245 Closed
GEM
1997
Global Endowment Management
North Carolina
– -$298K -1,220 Closed
KAM
1998
Kassirer Asset Management
Ontario, Canada
– -$293K -1,200 Closed
SMG
1999
Spectrum Management Group
Indiana
– -$283K -1,160 Closed
PIM
2000
Partner Investment Management
California
– -$275K -1,125 Closed
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