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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
1976
Vectors Research Management
New York
$1.44M -$29K -51 -2%
WKSWA
1977
White Knight Strategic Wealth Advisors
New Jersey
$1.44M +$880K +1,549 +119%
SFC
1978
SYM Financial Corp
Indiana
$1.44M +$1.08M +1,892 +198%
PWP
1979
Phillips Wealth Planners
Mississippi
$1.44M +$66.5K +117 +4%
ICM
1980
Islay Capital Management
Texas
$1.44M +$67.6K +119 +4%
SW
1981
SteelPeak Wealth
California
$1.44M +$126K +221 +8%
BAMG
1982
Brand Asset Management Group
Missouri
$1.43M -$77.3K -136 -5%
FA
1983
Faithward Advisors
Pennsylvania
$1.43M -$241K -424 -13%
MCP
1984
Martin Capital Partners
Oregon
$1.43M -$2.16M -3,808 -57%
MP
1985
McDonald Partners
Ohio
$1.43M +$61.9K +109 +4%
C
1986
Certuity
Florida
$1.43M +$311K +548 +24%
ZIG
1987
Zuckerman Investment Group
Illinois
$1.43M +$276K +485 +23%
EFL
1988
ERn Financial LLC
Wisconsin
$1.42M +$64.2K +113 +4%
IA
1989
Integrity Alliance
Iowa
$1.42M +$1.6M +2,812 New
APW
1990
Austin Private Wealth
Texas
$1.42M +$225K +396 +16%
TFA
1991
Transamerica Financial Advisors
Florida
$1.42M -$122K -215 -7%
MWM
1992
MGB Wealth Management
Texas
$1.42M -$657K -1,157 -29%
HFO
1993
Heritage Family Offices
Arizona
$1.41M +$83.5K +147 +6%
RCM
1994
Riverpark Capital Management
New York
$1.41M +$40.3K +71 +3%
WMP
1995
Wealth Management Partners
Arizona
$1.41M -$68.8K -121 -4%
AIC
1996
Archer Investment Corporation
Indiana
$1.4M +$147K +259 +10%
CCA
1997
Childress Capital Advisors
Texas
$1.4M -$139K -245 -8%
AWA
1998
Alta Wealth Advisors
Massachusetts
$1.4M -$318K -560 -17%
MCWA
1999
Meadow Creek Wealth Advisors
Georgia
$1.4M +$29.5K +52 +2%
CH
2000
Cromwell Holdings
Wyoming
$1.4M – – –
78 79
80
81 82