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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2001
Smith Shellnut Wilson
Mississippi
$203K +$181K +691 New
FLAM
2002
First Light Asset Management
Minnesota
$203K +$181K +692 New
GAM
2003
Grandview Asset Management
Pennsylvania
$202K +$180K +689 New
QAM
2004
QCI Asset Management
New York
$200K – – –
CHC
2005
City Holding Co
West Virginia
$199K – – –
FPFS
2006
First Personal Financial Services
North Carolina
$198K -$44.2K -169 -20%
HWM
2007
Howard Wealth Management
Connecticut
$198K +$177K +676 New
APW
2008
Acima Private Wealth
Virginia
$197K – – –
FNBOSM
2009
First National Bank of South Miami
Florida
$195K -$796K -3,044 -82%
VVP
2010
Vulcan Value Partners
Alabama
$191K +$170K +651 New
FCB
2011
First Command Bank
Texas
$189K – – –
FCFS
2012
First Command Financial Services
Texas
$189K – – –
FWC
2013
First Washington Corp
Washington
$189K +$168K +642 New
KPCM
2014
Kings Point Capital Management
New York
$185K -$19.4K -74 -11%
TAIM
2015
TD Ameritrade Investment Management
Nebraska
$180K +$74K +283 +86%
ED
2016
Exane Derivatives
France
$180K -$603K -2,304 -79%
PWP
2017
Personal Wealth Partners
Minnesota
$178K – – –
FBT
2018
First Bank & Trust
South Dakota
$178K +$9.42K +36 +6%
PFGIA
2019
Patriot Financial Group Insurance Agency
Massachusetts
$176K +$36.1K +138 +30%
WFMPM
2020
Woodley Farra Manion Portfolio Management
Indiana
$171K +$152K +580 New
DWA
2021
Dougherty Wealth Advisers
Minnesota
$168K – – –
MF
2022
Manchester Financial
California
$168K +$149K +570 New
IRC
2023
Investors Research Corp
Georgia
$165K – – –
SLF
2024
Sun Life Financial
Ontario, Canada
$162K -$58.9K -225 -29%
EI
2025
Ellevest Inc
New York
$162K +$57.6K +220 +67%
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