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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1976
Keystone Financial Group (Kentucky)
Kentucky
$895K -$4.53K -10 -0.6%
BA
1977
Ballast Advisors
Minnesota
$893K -$2.72K -6 -0.3%
DBT
1978
Dubuque Bank & Trust
Iowa
$891K -$248K -547 -24%
MTIC
1979
Missouri Trust & Investment Company
Missouri
$883K +$796K +1,759 New
CP
1980
Camelot Portfolios
Ohio
$881K +$187K +414 +31%
LJAC
1981
L.J. Altfest & Co
New York
$880K -$251K -554 -24%
SIC
1982
Sterling Investment Counsel
New York
$873K +$787K +1,739 New
HBCM
1983
Heron Bay Capital Management
Michigan
$872K – – –
ANB
1984
Amarillo National Bank
Texas
$869K +$3.17K +7 +0.4%
PP
1985
Patron Partners
Texas
$867K +$68.4K +151 +10%
IBOK
1986
Independence Bank of Kentucky
Kentucky
$864K -$47.5K -105 -6%
MCA
1987
Magnolia Capital Advisors
Mississippi
$863K +$79.2K +175 +11%
OFS
1988
Oldfather Financial Services
Nebraska
$861K +$12.7K +28 +2%
CF
1989
Centaurus Financial
California
$861K +$51.6K +114 +7%
SWG
1990
Summit Wealth Group
Vermont
$858K -$66.5K -147 -8%
MWC
1991
MBM Wealth Consultants
Missouri
$857K +$4.07K +9 +0.5%
VWMG
1992
Virginia Wealth Management Group
Virginia
$856K +$771K +1,704 New
CGFA
1993
Colton Groome Financial Advisors
North Carolina
$855K +$26.3K +58 +4%
FC
1994
Forte Capital
New York
$855K +$537K +1,186 +230%
EHC
1995
Everett Harris & Co
California
$852K +$67.9K +150 +10%
NB
1996
Nicolet Bankshares
Wisconsin
$851K +$19.9K +44 +3%
CC
1997
Codex Capital
New York
$850K – – –
TWA
1998
TCI Wealth Advisors
Arizona
$849K +$54.8K +121 +8%
AMG
1999
Asset Management Group
Connecticut
$848K -$51.6K -114 -6%
SICM
2000
Sustainable Insight Capital Management
New York
$844K -$143K -317 -16%
78 79
80
81 82