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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1976
Virtue Asset Management
Illinois
$730K +$128K +379 +21%
SPC
1977
Spirepoint Private Client
Florida
$729K -$58.3K -172 -7%
SIM
1978
Sims Investment Management
Ohio
$727K +$164K +483 +28%
APG
1979
Abacus Planning Group
South Carolina
$726K +$73.9K +218 +11%
OA
1980
Oxbow Advisors
Texas
$726K +$745K +2,198 New
KFA
1981
Kelleher Financial Advisors
New York
$723K +$39.3K +116 +6%
MP
1982
McDonald Partners
Ohio
$722K -$551K -1,625 -43%
SMC
1983
Smith, Moore & Co
Missouri
$721K -$29.5K -87 -4%
WBCM
1984
Wilson & Boucher Capital Management
California
$721K -$30.2K -89 -4%
NFG
1985
Northbridge Financial Group
Florida
$720K +$739K +2,182 New
GHA
1986
Granite Harbor Advisors
Texas
$720K +$110K +326 +18%
FPCP
1987
Fort Point Capital Partners
California
$718K +$169K +500 +31%
BFA
1988
Beaumont Financial Advisors
Massachusetts
$718K -$412K -1,216 -36%
RPGK
1989
Retirement Planning Group (Kansas)
Kansas
$718K -$28.5K -84 -4%
BIAS
1990
Beacon Investment Advisory Services
New Jersey
$716K +$78.6K +232 +12%
DAM
1991
Diamant Asset Management
Connecticut
$716K +$84.7K +250 +13%
WCM
1992
Wallace Capital Management
Texas
$714K +$15.3K +45 +2%
SMA
1993
Seven Mile Advisory
New Jersey
$714K +$446K +1,315 +155%
SWM
1994
SHP Wealth Management
Massachusetts
$714K +$732K +2,161 New
TMWM
1995
Taylor & Morgan Wealth Management
Michigan
$714K +$509K +1,502 +227%
BWA
1996
Basecamp Wealth Advisors
Washington
$713K +$732K +2,161 New
PCM
1997
Presidio Capital Management
California
$713K +$82.7K +244 +13%
RIA
1998
Realta Investment Advisors
Delaware
$712K +$62K +183 +9%
HP
1999
Havemeyer Place
Connecticut
$712K +$731K +2,156 New
TA
2000
TCM Advisors
West Virginia
$709K – – –
78 79
80
81 82