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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
1976
Mill Creek Capital Advisors
Pennsylvania
$1.06M +$264K +540 +32%
PFGIA
1977
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$63.6K +130 +6%
MBT
1978
Montecito Bank & Trust
California
$1.05M +$4.89K +10 +0.5%
VBFP
1979
Valtinson Bruner Financial Planning
Minnesota
$1.05M -$55.7K -114 -5%
AAG
1980
Armstrong Advisory Group
Massachusetts
$1.05M
SFG
1981
Snider Financial Group
Washington
$1.05M +$1.07M +2,186 New
FC
1982
Forte Capital
New York
$1.05M -$2.44K -5 -0.2%
EP
1983
EPIQ Partners
Minnesota
$1.05M
PWM
1984
PBMares Wealth Management
Virginia
$1.04M
AFG
1985
ABLE Financial Group
Arizona
$1.04M +$276K +565 +35%
OWA
1986
One Wealth Advisors
California
$1.04M -$14.2K -29 -1%
CA
1987
Centerpoint Advisors
Massachusetts
$1.03M -$46K -94 -4%
WCM
1988
Wallace Capital Management
Texas
$1.03M +$1.05M +2,150 New
CAMV
1989
Concord Asset Management (Virginia)
Virginia
$1.03M +$177K +362 +20%
GFA
1990
Gallagher Fiduciary Advisors
Illinois
$1.03M -$97.3K -199 -8%
FOA
1991
Five Oceans Advisors
California
$1.03M +$63.6K +130 +6%
AAM
1992
Alphadyne Asset Management
New York
$1.03M +$1.05M +2,144 New
MS
1993
Maven Securities
Jersey
$1.03M +$1.05M +2,139 New
EWS
1994
Evergreen Wealth Solutions
Pennsylvania
$1.03M -$21.5K -44 -2%
SFG
1995
Sovereign Financial Group
Connecticut
$1.02M +$53.3K +109 +5%
SAM
1996
Sompo Asset Management
Japan
$1.02M +$34.2K +70 +3%
WMA
1997
Wealth Management Associates
New Jersey
$1.02M -$19.6K -40 -2%
CGFA
1998
Colton Groome Financial Advisors
North Carolina
$1.02M +$119K +244 +13%
TAM
1999
Titleist Asset Management
Texas
$1.01M +$263K +537 +34%
CST
2000
Charles Schwab Trust
Nevada
$1.01M -$978 -2 -0.1%