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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1976
Holistic Financial Partners
Indiana
$252K +$245K +855 New
WAAG
1977
Wealth Alliance Advisory Group
Kansas
$251K +$2.29K +8 +1%
SIM
1978
Sonora Investment Management
Arizona
$248K -$15.5K -54 -6%
CIC
1979
Cornercap Investment Counsel
Georgia
$247K -$24.6K -86 -9%
AA
1980
ALPS Advisors
Colorado
$245K -$25.8K -90 -10%
WLIM
1981
White Lighthouse Investment Management
Massachusetts
$245K – – –
PCM
1982
Poehling Capital Management
Wisconsin
$243K -$12.9K -45 -5%
QC
1983
QCM Cayman
Texas
$243K +$236K +824 New
VWA
1984
Visionary Wealth Advisors
Illinois
$243K +$236K +824 New
EW
1985
Element Wealth
Mississippi
$242K -$13.8K -48 -6%
FUBT
1986
First United Bank & Trust
Maryland
$242K – – –
MME
1987
Meag Munich Ergo
Germany
$242K – – –
WOSD
1988
WFA of San Diego
California
$242K +$232K +810 New
SWA
1989
Stratos Wealth Advisors
Ohio
$242K +$235K +821 New
WA
1990
WP Advisors
California
$242K +$236K +822 New
AIM
1991
Aspen Investment Management
Michigan
$241K – – –
RWG
1992
Regal Wealth Group
California
$241K +$860 +3 +0.4%
WB
1993
Webster Bank
Connecticut
$240K -$5.44K -19 -2%
PV
1994
Private Vista
Illinois
$239K -$87.7K -306 -27%
CAM
1995
Crestone Asset Management
Colorado
$239K -$8.31K -29 -3%
AFA
1996
American Financial Advisors
Georgia
$239K +$7.74K +27 +4%
HJMC
1997
Hellman Jordan Management Company
Massachusetts
$238K -$1.43K -5 -0.6%
SAM
1998
Seelaus Asset Management
New Jersey
$238K – – –
SFPG
1999
Stonebridge Financial Planning Group
Florida
$238K +$21.5K +75 +10%
FC
2000
Forte Capital
New York
$238K +$231K +807 New
78 79
80
81 82