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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
2001
Northland Securities
Minnesota
$794K -$122K -330 -15%
WA
2002
WealthTrust Axiom
Pennsylvania
$793K -$20K -54 -3%
WG
2003
WMS Group
Louisiana
$791K -$16.7K -45 -2%
RWM
2004
RBA Wealth Management
California
$791K -$207K -559 -23%
SCM
2005
Saber Capital Management
North Carolina
$790K -$2.75M -7,426 -80%
HCP
2006
Hexagon Capital Partners
Arkansas
$790K -$391K -1,055 -36%
PCMM
2007
Piedmont Capital Management (Montana)
Montana
$789K – – –
NFP
2008
Narus Financial Partners
Utah
$789K -$7.78K -21 -1%
SSC
2009
Syverson Strege & Co
Iowa
$788K -$68.9K -186 -9%
TIA
2010
Tiemann Investment Advisors
California
$788K +$7.41K +20 +1%
TWM
2011
Tortuga Wealth Management
California
$786K -$151K -407 -18%
TIA
2012
Teucrium Investment Advisors
Vermont
$786K +$701K +1,892 New
PGWM
2013
Parisi Gray Wealth Management
New Jersey
$786K +$1.11K +3 +0.2%
OCA
2014
Odyssey Capital Advisors
Pennsylvania
$786K +$110K +296 +19%
GSWM
2015
Golden State Wealth Management
California
$785K +$63.4K +171 +10%
AWCI
2016
Alpine Woods Capital Investors
New York
$785K +$700K +1,888 New
IIA
2017
IPG Investment Advisors
California
$784K -$87.8K -237 -11%
NSIM
2018
North Star Investment Management
Illinois
$784K +$25.9K +70 +4%
MWA
2019
Medallion Wealth Advisors
Connecticut
$782K -$259K -699 -27%
SWGC
2020
Summit Wealth Group (Colorado)
Colorado
$782K +$34.1K +92 +5%
SFWC
2021
Strategic Family Wealth Counselors
New Jersey
$782K -$54.5K -147 -7%
TCM
2022
Triumph Capital Management
Colorado
$781K -$369K -995 -35%
HCM
2023
Hodges Capital Management
Texas
$779K +$695K +1,875 New
GRR
2024
Golden Reserve Retirement
Ohio
$779K +$291K +786 +72%
SWA
2025
Strategies Wealth Advisors
Michigan
$777K -$3.71K -10 -0.5%
79 80
81
82 83