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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2001
Iron Horse Wealth Management
Iowa
$506K -$20.7K -50 -4%
DHFB
2002
Dixon Hubard Feinour & Brown
Virginia
$504K -$47.6K -115 -8%
EVC
2003
Eidelman Virant Capital
Missouri
$504K – – –
CYG
2004
Clean Yield Group
Vermont
$504K +$431K +1,041 +420%
MI
2005
Markston International
New York
$503K -$108K -261 -17%
IIA
2006
ICW Investment Advisors
Arizona
$502K +$28.2K +68 +6%
CPWA
2007
Cerro Pacific Wealth Advisors
California
$501K -$163K -394 -24%
WPA
2008
West Paces Advisors
Georgia
$501K +$70.8K +171 +15%
WCM
2009
WealthBridge Capital Management
Ohio
$498K +$1.24K +3 +0.2%
CWM
2010
Cabot Wealth Management
Massachusetts
$497K – – –
SC
2011
Steph & Co
Wisconsin
$497K +$51.8K +125 +11%
HFM
2012
Harvest Fund Management
China
$496K -$1.08M -2,606 -67%
VWA
2013
Visionary Wealth Advisors
Illinois
$496K -$78.3K -189 -13%
LSC
2014
Lesa Sroufe & Co
Washington
$496K – – –
JI
2015
Jeereddi Investments
California
$495K – – –
PP
2016
Prudential plc
United Kingdom
$494K -$35.9M -86,607 -99%
GC
2017
Grace Capital
Massachusetts
$494K – – –
UF
2018
Univest Financial
Pennsylvania
$494K +$1.66K +4 +0.3%
MSCM
2019
McElhenny Sheffield Capital Management
Texas
$494K +$524K +1,265 New
BEAM
2020
Baker Ellis Asset Management
Washington
$492K -$20.7K -50 -4%
CTB
2021
Country Trust Bank
Illinois
$492K -$8.7K -21 -2%
PEA
2022
Pacific Edge Advisors
California
$492K – – –
SPFA
2023
Summit Place Financial Advisors
New Jersey
$492K – – –
LFF
2024
Level Four Financial
Texas
$490K +$89.5K +216 +21%
IFG
2025
Investors Financial Group
Minnesota
$489K -$125K -302 -19%
79 80
81
82 83