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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1976
KRS Capital Management
Michigan
$1.16M +$40.8K +77 +4%
EP
1977
EPIQ Partners
Minnesota
$1.15M +$15.9K +30 +1%
PP
1978
Paloma Partners
Connecticut
$1.15M +$1.15M +2,178 New
SAM
1979
Secure Asset Management
Michigan
$1.15M +$33.4K +63 +3%
FP
1980
Fiduciary Planning
Florida
$1.15M -$41.8K -79 -4%
PWM
1981
PBMares Wealth Management
Virginia
$1.15M -$249K -471 -18%
HHGA
1982
Halbert Hargrove Global Advisors
California
$1.15M +$40.3K +76 +4%
MIM
1983
MTM Investment Management
South Carolina
$1.15M +$17.5K +33 +2%
FC
1984
Forte Capital
New York
$1.15M +$94.8K +179 +9%
BAG
1985
Briggs Advisory Group
Rhode Island
$1.15M +$46.6K +88 +4%
ASBI
1986
American State Bank (Iowa)
Iowa
$1.14M – – –
SPWG
1987
Syntegra Private Wealth Group
Missouri
$1.14M +$1.14M +2,144 New
MAM
1988
McLean Asset Management
Virginia
$1.14M +$24.9K +47 +2%
WMA
1989
Wealth Management Associates
New Jersey
$1.14M -$209K -394 -16%
OCM
1990
One Capital Management
California
$1.13M -$226K -427 -17%
PCM
1991
Presidio Capital Management
California
$1.13M -$157K -297 -12%
FSA
1992
Franklin Street Advisors
North Carolina
$1.13M -$2.65K -5 -0.2%
SOW
1993
State of Wyoming
Wyoming
$1.13M -$398K -752 -26%
RP
1994
Riverwater Partners
Wisconsin
$1.12M +$5.83K +11 +0.5%
JGIA
1995
Jackson Grant Investment Advisers
Connecticut
$1.12M +$1.59K +3 +0.1%
CYG
1996
Clean Yield Group
Vermont
$1.12M +$480K +907 +75%
PB
1997
Pinnacle Bancorp
Nebraska
$1.12M +$13.8K +26 +1%
AWA
1998
Aaron Wealth Advisors
Illinois
$1.12M -$26K -49 -2%
MA
1999
MCF Advisors
Kentucky
$1.12M +$20.1K +38 +2%
BA
2000
Bluesphere Advisors
Pennsylvania
$1.11M – – –
78 79
80
81 82