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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
2001
Wealth Alliance Advisory Group
Kansas
$422K +$73.7K +220 +22%
FAT
2002
First American Trust
California
$421K -$147K -439 -27%
NEAM
2003
New England Asset Management
Connecticut
$421K – – –
SFG
2004
Sovereign Financial Group
Connecticut
$420K +$402K +1,198 New
LGA
2005
Lebenthal Global Advisors
New York
$417K +$399K +1,190 New
FPCP
2006
Fort Point Capital Partners
California
$416K -$6.03K -18 -1%
BWP
2007
Baldwin Wealth Partners
Massachusetts
$416K +$60K +179 +18%
DMC
2008
Drexel Morgan & Co
Pennsylvania
$413K – – –
BWM
2009
BCS Wealth Management
Tennessee
$413K +$18.1K +54 +5%
OPA
2010
Old Port Advisors
Maine
$412K -$7.37K -22 -2%
FCFC
2011
First Citizens Financial Corp
Iowa
$411K – – –
UH
2012
Unigestion Holding
Switzerland
$409K -$137K -408 -26%
DA
2013
Dillon & Associates
Michigan
$408K – – –
HCP
2014
Holt Capital Partners
Texas
$407K +$11.7K +35 +3%
SNT
2015
Security National Trust
West Virginia
$407K +$24.5K +73 +7%
WAG
2016
Winthrop Advisory Group
Massachusetts
$405K +$97.9K +292 +34%
EPP
2017
ETF Portfolio Partners
Kansas
$402K +$5.36K +16 +1%
AWAP
2018
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$401K +$383K +1,144 New
GCM
2019
Gables Capital Management
Florida
$400K – – –
JCM
2020
Jacobi Capital Management
Pennsylvania
$399K -$2.35K -7 -0.6%
DWA
2021
Dorsey Wright & Associates
California
$398K – – –
DCM
2022
Dimension Capital Management
Florida
$395K -$34.5K -103 -8%
BZWA
2023
Blue Zone Wealth Advisors
California
$393K -$101K -301 -21%
WI
2024
Wedgewood Investors
Pennsylvania
$393K – – –
EW
2025
Evoke Wealth
California
$392K +$222K +663 +146%
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