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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
1976
Lokken Investment Group
Delaware
$974K – – –
AIC
1977
Archer Investment Corporation
Indiana
$973K +$247K +512 +38%
PCM
1978
Parsons Capital Management
Rhode Island
$971K +$20.3K +42 +2%
PIM
1979
Profit Investment Management
Maryland
$968K – – –
SAM
1980
Seelaus Asset Management
New Jersey
$967K -$354K -735 -28%
SI
1981
Saxon Interests
Texas
$967K +$533K +1,106 +140%
CPIG
1982
Chicago Partners Investment Group
Illinois
$965K +$132K +274 +15%
DA
1983
Detalus Advisors
Missouri
$960K -$4.82K -10 -0.5%
PCM
1984
Pointe Capital Management
Michigan
$960K +$12.1K +25 +1%
JCM
1985
Jacobi Capital Management
Pennsylvania
$959K +$109K +226 +14%
5L
1986
55I LLC
Massachusetts
$959K +$119K +247 +15%
KCM
1987
KRS Capital Management
Michigan
$958K +$13K +27 +1%
PAG
1988
Paladin Advisory Group
Iowa
$958K +$901K +1,869 New
EA
1989
Echo45 Advisors
California
$956K -$137K -285 -13%
APG
1990
Abacus Planning Group
South Carolina
$956K – – –
DWM
1991
Drive Wealth Management
Utah
$956K +$226K +469 +33%
SRC
1992
Sage Rhino Capital
California
$955K -$11.6K -24 -1%
CAM
1993
Campion Asset Management
Virginia
$954K -$4.82K -10 -0.5%
1W
1994
1776 Wealth
Georgia
$949K -$108K -224 -10%
LGF
1995
LGT Group Foundation
Liechtenstein
$949K +$5.3K +11 +0.6%
SB
1996
Strategic Blueprint
Georgia
$949K +$178K +369 +25%
FPCP
1997
Fort Point Capital Partners
California
$948K -$47.7K -99 -5%
AA
1998
Argent Advisors
Louisiana
$948K +$36.7K +76 +4%
SCM
1999
Southport Capital Management
Tennessee
$945K -$1.47M -3,041 -62%
FPWM
2000
FSB Premier Wealth Management
Iowa
$942K -$114K -236 -12%
78 79
80
81 82