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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Centerpoint Advisors
Massachusetts
$252K -$49.1K -160 -17%
SAM
2002
Seelaus Asset Management
New Jersey
$252K – – –
QPWM
2003
Quadrant Private Wealth Management
Pennsylvania
$252K +$12.9K +42 +5%
CAM
2004
Crestone Asset Management
Colorado
$251K -$2.15K -7 -0.9%
WR
2005
Watson Rebecca
$251K – – –
APW
2006
Austin Private Wealth
Texas
$251K +$16K +52 +7%
LW
2007
Linscomb Wealth
Texas
$251K +$16.6K +54 +7%
SFPG
2008
Stonebridge Financial Planning Group
Florida
$250K -$12.3K -40 -5%
WB
2009
Webster Bank
Connecticut
$250K -$3.99K -13 -2%
BWM
2010
Benchmark Wealth Management
Connecticut
$250K +$307 +1 +0.1%
ACP
2011
Aveo Capital Partners
Colorado
$250K +$247K +803 New
FFG
2012
Ford Financial Group
California
$249K -$30.4K -99 -11%
KCPG
2013
Kavar Capital Partners Group
Kansas
$249K – – –
NHC
2014
Nicholas Hoffman & Company
Georgia
$248K -$27.3K -89 -10%
AFA
2015
American Financial Advisors
Georgia
$247K -$614 -2 -0.3%
TAIM
2016
TD Ameritrade Investment Management
Nebraska
$246K +$44.2K +144 +22%
SWA
2017
Stratos Wealth Advisors
Ohio
$245K -$11.4K -37 -5%
PA
2018
PSI Advisors
Florida
$245K +$614 +2 +0.3%
CFA
2019
CWS Financial Advisors
Michigan
$243K – – –
CG
2020
Corundum Group
Colorado
$242K +$238K +775 New
LB
2021
Leo Brokerage
Texas
$242K +$252K +822 New
WLIM
2022
White Lighthouse Investment Management
Massachusetts
$241K -$16.9K -55 -7%
AIM
2023
Aspen Investment Management
Michigan
$240K -$15.1K -49 -6%
BFG
2024
Barber Financial Group
Kansas
$240K +$307 +1 +0.1%
NWP
2025
Northstar Wealth Partners
Connecticut
$239K -$287K -934 -55%
79 80
81
82 83