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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
2001
Visionary Asset Management
Texas
– -$201K -755 Closed
OLA
2002
Oliver Luxxe Assets
New Jersey
– -$201K -750 Closed
MUS
2003
Mitsubishi UFJ Securities
Japan
– -$184K -690 Closed
PWAG
2004
Polaris Wealth Advisory Group
California
– -$120K -451 Closed
WVP
2005
Worth Venture Partners
New Jersey
– -$104K -390 Closed
MWM
2006
MinichMacGregor Wealth Management
New York
– -$104K -389 Closed
FIA
2007
FNY Investment Advisers
New York
– -$93K -350 Closed
EA
2008
Elm Advisors
California
– -$88K -330 Closed
ICM
2009
IMS Capital Management
Oregon
– -$85K -319 Closed
BA
2010
Ballew Advisors
Mississippi
– -$65K -251 Closed
TG
2011
TLP Group
Illinois
– -$67K -250 Closed
PAMG
2012
Patton Albertson Miller Group
Tennessee
– -$58K -226 Closed
IP
2013
Isthmus Partners
Wisconsin
– -$53K -201 Closed
VEA
2014
Virtus ETF Advisers
New York
– -$44K -167 Closed
TC
2015
Trilogy Capital
California
– -$34K -126 Closed
MCM
2016
Mainstay Capital Management
Michigan
– -$31K -117 Closed
WC
2017
Whitney & Co
New York
– -$30K -107 Closed
PHK
2018
Point72 Hong Kong
Hong Kong
– -$27K -103 Closed
WCAMG
2019
Woodard & Company Asset Management Group
North Carolina
– -$24K -90 Closed
SWMG
2020
Signature Wealth Management Group
Georgia
– -$21K -83 Closed
JWA
2021
JFS Wealth Advisors
Pennsylvania
– -$12K -45 Closed
WC
2022
Whitnell & Co
Illinois
– -$9K -34 Closed
DWA
2023
Divergent Wealth Advisors
Utah
– -$7K -25 Closed
PCA
2024
Peddock Capital Advisors
Massachusetts
– -$7K -25 Closed
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