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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2001
Matthew Hamilton Rosenberg
$121K +$133K +483 New
MF
2002
Manchester Financial
California
$115K -$30K -109 -19%
BWM
2003
Baystate Wealth Management
Massachusetts
$114K +$7.71K +28 +7%
ACM
2004
AUA Capital Management
Pennsylvania
$111K – – –
IUHSA
2005
Itau Unibanco Holding S.A.
Brazil
$111K +$31.4K +114 +34%
CFFP
2006
Center for Financial Planning
Michigan
$104K +$2.75K +10 +2%
CFG
2007
CKW Financial Group
Hawaii
$101K +$20.6K +75 +21%
MCA
2008
Mercer Capital Advisers
New Jersey
$100K – – –
OSNBOA
2009
Old Second National Bank of Aurora
Illinois
$100K +$63K +229 +135%
CCA
2010
Column Capital Advisors
Indiana
$99K -$5.23K -19 -5%
APC
2011
Aspire Private Capital
North Carolina
$98K -$35.8K -130 -25%
HI
2012
Human Investing
Oregon
$96K -$155K -564 -59%
NIM
2013
NuWave Investment Management
New Jersey
$95K +$104K +377 +18,850%
CDIA
2014
Capital Directions Investment Advisors
Georgia
$92K – – –
SL
2015
Savior LLC
Massachusetts
$92K +$3.58K +13 +4%
NC
2016
NewSquare Capital
Pennsylvania
$91K +$15.1K +55 +18%
FMP
2017
Financial Management Professionals
Texas
$89K – – –
WCG
2018
Weaver Consulting Group
California
$89K – – –
OFG
2019
OmniStar Financial Group
North Carolina
$83K +$91.4K +332 New
PFO
2020
Pathstone Family Office
New Jersey
$82K +$33.6K +122 +60%
YAL
2021
Your Advocates Ltd
Texas
$75K +$82.6K +300 New
TFGT
2022
TS Financial Group (TSFG)
Illinois
$73K – – –
EWM
2023
EPG Wealth Management
Georgia
$71K -$285K -1,036 -78%
TCM
2024
Tradewinds Capital Management
Washington
$71K – – –
FCM
2025
Firestone Capital Management
Florida
$67K -$10.2K -37 -12%
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