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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1976
LBMC Investment Advisors
Tennessee
$445K +$11.7K +35 +3%
LSC
1977
Lesa Sroufe & Co
Washington
$445K +$13.4K +40 +3%
FPF
1978
First Pacific Financial
Washington
$445K +$425K +1,268 New
AIM
1979
Alhambra Investment Management
Florida
$442K – – –
BWA
1980
Beam Wealth Advisors
Louisiana
$441K – – –
PIA
1981
Perennial Investment Advisors
California
$441K +$335 +1 +0.1%
SL
1982
Stevard LLC
Illinois
$440K -$991K -2,957 -70%
AWM
1983
AllSquare Wealth Management
New York
$439K -$33.5K -100 -7%
IIC
1984
Integrated Investment Consultants
Michigan
$439K – – –
PAM
1985
Private Asset Management
California
$439K – – –
YMRC
1986
Yorktown Management & Research Company
Virginia
$438K +$50.3K +150 +14%
WP
1987
WealthPLAN Partners
Nebraska
$437K -$45.3K -135 -9%
ABTD
1988
Arvest Bank Trust Division
Oklahoma
$437K -$1.68K -5 -0.4%
WPC
1989
White Pine Capital
Minnesota
$435K – – –
TW
1990
Towerpoint Wealth
California
$435K +$1.34K +4 +0.3%
WCM
1991
WealthBridge Capital Management
Ohio
$434K -$1.68K -5 -0.4%
SIA
1992
Soltis Investment Advisors
Utah
$434K +$415K +1,237 New
CWM
1993
Cornerstone Wealth Management
Missouri
$433K +$30.8K +92 +8%
EPA
1994
Element Pointe Advisors
Florida
$433K – – –
CHP
1995
Cable Hill Partners
Oregon
$429K -$25.1K -75 -6%
PEA
1996
Pacific Edge Advisors
California
$429K -$15.8K -47 -4%
LAIC
1997
Lederer & Associates Investment Counsel
California
$426K -$43.6K -130 -10%
CNC
1998
Citizens & Northern Corp
Pennsylvania
$426K -$8.38K -25 -2%
TCM
1999
Telos Capital Management
California
$423K -$35.2K -105 -8%
B
2000
Brightworth
Georgia
$423K +$96.2K +287 +31%
78 79
80
81 82