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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1976
Everett Harris & Co
California
$957K +$42.7K +85 +5%
DI
1977
DAGCO Inc
Ohio
$955K -$12.1K -24 -1%
GHA
1978
GW Henssler & Associates
Georgia
$953K -$92.9K -185 -9%
CA
1979
Centerpoint Advisors
Massachusetts
$950K -$40.2K -80 -4%
AC
1980
Avory & Company
Florida
$946K
OWA
1981
One Wealth Advisors
California
$945K +$13.6K +27 +1%
NB
1982
Northwest Bancshares
Pennsylvania
$935K
TA
1983
TCM Advisors
West Virginia
$934K
JF
1984
JSF Financial
California
$931K -$497K -989 -35%
XWM
1985
Xcel Wealth Management
Florida
$929K +$8.04K +16 +0.9%
EBA
1986
Eagle Bay Advisors
New York
$928K +$320K +637 +54%
PP
1987
Patron Partners
Texas
$928K +$20.1K +40 +2%
FPA
1988
First Pacific Advisors
California
$927K -$126K -250 -12%
AWA
1989
Amplius Wealth Advisors
Pennsylvania
$926K -$61.3K -122 -6%
KF
1990
Krilogy Financial
Missouri
$925K +$234K +466 +35%
JWM
1991
Jeppson Wealth Management
California
$924K
AWA
1992
Aaron Wealth Advisors
Illinois
$924K +$110K +219 +14%
FPWM
1993
FSB Premier Wealth Management
Iowa
$923K +$502 +1 +0.1%
HCP
1994
Hexagon Capital Partners
Arkansas
$920K +$65.8K +131 +8%
WPA
1995
West Paces Advisors
Georgia
$920K +$56.7K +113 +7%
BCM
1996
Brown Capital Management
Maryland
$917K
LGF
1997
LGT Group Foundation
Liechtenstein
$915K -$35.2K -70 -4%
CCFM
1998
Clear Creek Financial Management
Washington
$915K +$228K +454 +34%
KFGK
1999
Keystone Financial Group (Kentucky)
Kentucky
$913K -$5.02K -10 -0.6%
MIM
2000
MTM Investment Management
South Carolina
$910K +$101K +201 +13%