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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
FWC
1976
First Washington Corp
Washington
$160K – – –
PRC
1977
Pearl River Capital
Michigan
$159K -$94.9K -345 -35%
FPFS
1978
First Personal Financial Services
North Carolina
$156K -$12.9K -47 -7%
TAIM
1979
TD Ameritrade Investment Management
Nebraska
$156K +$4.4K +16 +3%
FNBOSM
1980
First National Bank of South Miami
Florida
$154K -$12.4K -45 -7%
FCMT
1981
Founders Capital Management (Texas)
Texas
$151K -$60.5K -220 -27%
WFMPM
1982
Woodley Farra Manion Portfolio Management
Indiana
$150K +$5.5K +20 +3%
SIAP
1983
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$146K +$68.8K +250 +74%
DCM
1984
Davis Capital Management
Florida
$145K +$160K +583 New
DWA
1985
Dougherty Wealth Advisers
Minnesota
$142K – – –
IRC
1986
Investors Research Corp
Georgia
$141K +$1.1K +4 +0.7%
RWM
1987
Raffa Wealth Management
District of Columbia
$141K -$97.4K -354 -39%
RA
1988
Rational Advisors
New York
$138K -$940K -3,416 -86%
LWANC
1989
Laurel Wealth Advisors (North Carolina)
North Carolina
$137K +$18.4K +67 +14%
SLF
1990
Sun Life Financial
Ontario, Canada
$134K -$3.85K -14 -3%
EIP
1991
Ellis Investment Partners
Pennsylvania
$134K +$9.63K +35 +7%
KPCM
1992
Kings Point Capital Management
New York
$132K -$27.8K -101 -16%
PCMK
1993
Paragon Capital Management (Kansas)
Kansas
$131K +$145K +526 New
PAA
1994
Peregrine Asset Advisers
Oregon
$127K +$140K +508 New
GAM
1995
Gemmer Asset Management
California
$126K +$32.2K +117 +30%
CPA
1996
Cowen Prime Advisors
New York
$125K – – –
CFG
1997
Capstone Financial Group
Oklahoma
$125K +$275 +1 +0.2%
VCM
1998
Versant Capital Management
Arizona
$124K -$3.3K -12 -2%
AP
1999
Atwood & Palmer
Missouri
$124K +$24.2K +88 +22%
EW
2000
Evoke Wealth
California
$121K -$20.7M -75,232 -99%
78 79
80
81 82