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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LPFG
2001
Landing Point Financial Group
Ohio
$805K -$5.19K -14 -0.7%
FIB
2002
First Interstate Bank
Montana
$803K +$60K +162 +9%
IFS
2003
Ifrah Financial Services
Arkansas
$803K -$2.96K -8 -0.4%
SAM
2004
Secure Asset Management
Michigan
$803K -$25.9K -70 -3%
KFAS
2005
Keating Financial Advisory Services
Kansas
$803K +$31.5K +85 +5%
1SB
2006
1ST Source Bank
Indiana
$802K -$21.1K -57 -3%
LK
2007
Lumbard & Kellner
New Hampshire
$801K -$66.7K -180 -9%
PMA
2008
Prudent Man Advisors
Illinois
$801K +$79.7K +215 +13%
IP
2009
Ignite Planners
California
$800K +$213K +575 +43%
KC
2010
Kepler Cheuvreux
$799K +$713K +1,923 New
FFS
2011
Founders Financial Securities
Maryland
$796K -$859K -2,317 -55%
AP
2012
Anchyra Partners
Georgia
$795K +$201K +541 +39%
MCWA
2013
Meadow Creek Wealth Advisors
Georgia
$795K -$158K -427 -18%
PAM
2014
Peak Asset Management
Colorado
$795K – – –
NS
2015
Northland Securities
Minnesota
$794K -$122K -330 -15%
WA
2016
WealthTrust Axiom
Pennsylvania
$793K -$20K -54 -3%
WG
2017
WMS Group
Louisiana
$791K -$16.7K -45 -2%
RWM
2018
RBA Wealth Management
California
$791K -$207K -559 -23%
SCM
2019
Saber Capital Management
North Carolina
$790K -$2.75M -7,426 -80%
HCP
2020
Hexagon Capital Partners
Arkansas
$790K -$391K -1,055 -36%
PCMM
2021
Piedmont Capital Management (Montana)
Montana
$789K – – –
NFP
2022
Narus Financial Partners
Utah
$789K -$7.78K -21 -1%
SSC
2023
Syverson Strege & Co
Iowa
$788K -$68.9K -186 -9%
TIA
2024
Tiemann Investment Advisors
California
$788K +$7.41K +20 +1%
TWM
2025
Tortuga Wealth Management
California
$786K -$151K -407 -18%
79 80
81
82 83