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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Steph & Co
Wisconsin
$237K – – –
WR
2002
Watson Rebecca
$237K – – –
BWM
2003
Benchmark Wealth Management
Connecticut
$236K -$57.3K -200 -20%
KCPG
2004
Kavar Capital Partners Group
Kansas
$236K -$57.3K -200 -20%
SAM
2005
Shikiar Asset Management
New York
$236K +$229K +800 New
MA
2006
MONECO Advisors
Connecticut
$233K +$226K +789 New
SWM
2007
Stockman Wealth Management
Montana
$232K +$225K +785 New
PA
2008
PSI Advisors
Florida
$231K +$224K +783 New
CFA
2009
CWS Financial Advisors
Michigan
$230K -$62.5K -218 -22%
AOWM
2010
Alpha Omega Wealth Management
Virginia
$230K -$12.9K -45 -5%
PBO
2011
Peoples Bank (Ohio)
Ohio
$230K +$224K +780 New
ZIC
2012
ZWJ Investment Counsel
Georgia
$227K -$1.12M -3,907 -84%
BFG
2013
Barber Financial Group
Kansas
$227K +$220K +769 New
HWM
2014
Howard Wealth Management
Connecticut
$227K +$221K +772 New
RWA
2015
Ropes Wealth Advisors
Massachusetts
$226K -$34.1K -119 -13%
QPWM
2016
Quadrant Private Wealth Management
Pennsylvania
$226K +$219K +765 New
BSAM
2017
Blue Square Asset Management
New York
$226K +$220K +767 New
FAM
2018
Flaharty Asset Management
Florida
$226K +$220K +767 New
GIA
2019
Guyasuta Investment Advisors
Pennsylvania
$226K +$220K +767 New
LIA
2020
LBMC Investment Advisors
Tennessee
$225K +$218K +762 New
NRI
2021
NFP Retirement Inc
California
$223K +$216K +755 New
LW
2022
Linscomb Wealth
Texas
$222K -$37.3K -130 -15%
EWA
2023
Evolution Wealth Advisors
Florida
$222K -$16.3K -57 -7%
APW
2024
Austin Private Wealth
Texas
$222K +$215K +752 New
OWM
2025
Orgel Wealth Management
Wisconsin
$222K +$215K +752 New
79 80
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