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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1976
Atlas Brown
Kentucky
$1.03M -$43.1K -82 -4%
AMM
1977
American Money Management
California
$1.03M – – –
TSS
1978
Two Sigma Securities
New York
$1.03M +$456K +868 +75%
SC
1979
Saturna Capital
Washington
$1.02M +$23.7K +45 +2%
TF
1980
TLWM Financial
Texas
$1.02M +$2.78M +5,292 +216%
PFGIA
1981
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$17.4K -33 -2%
FPCP
1982
Fort Point Capital Partners
California
$1.01M +$75.2K +143 +8%
CG
1983
Carmignac Gestion
France
$1.01M +$1.05M +2,000 New
AT
1984
Arvest Trust
Oklahoma
$1M -$37.3K -71 -3%
SAM
1985
Seelaus Asset Management
New Jersey
$1M +$21K +40 +2%
JCM
1986
Jacobi Capital Management
Pennsylvania
$1M -$55.2K -105 -5%
FC
1987
Forte Capital
New York
$1M +$7.89K +15 +0.8%
PMA
1988
Prudent Man Advisors
Illinois
$999K -$5.26K -10 -0.5%
MA
1989
Maxele Advisors
Missouri
$997K -$2.63K -5 -0.3%
IWA
1990
IVC Wealth Advisors
Pennsylvania
$997K +$4.21K +8 +0.4%
KFA
1991
Kelleher Financial Advisors
New York
$993K -$493K -938 -32%
DCM
1992
DGS Capital Management
New Jersey
$991K +$113K +214 +12%
RWA
1993
Ropes Wealth Advisors
Massachusetts
$991K +$11.6K +22 +1%
FFWA
1994
FRG Family Wealth Advisors
Washington
$990K +$3.68K +7 +0.4%
LJAC
1995
L.J. Altfest & Co
New York
$981K +$23.1K +44 +2%
DEM
1996
Disciplined Equity Management
Florida
$979K +$672K +1,278 +194%
KWA
1997
Kellett Wealth Advisors
Ohio
$977K – – –
VWA
1998
V Wealth Advisors
Kansas
$975K -$448K -852 -31%
PFA
1999
Professional Financial Advisors
Nebraska
$974K -$7.36K -14 -0.7%
AIC
2000
Archer Investment Corporation
Indiana
$973K -$18.4K -35 -2%
78 79
80
81 82