We are live on ! Find out more
UNH icon

UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2001
Twin Focus Capital Partners
Massachusetts
$843K +$282K +622 +59%
SIA
2002
Soltis Investment Advisors
Utah
$841K +$7.24K +16 +1%
CPIG
2003
Chicago Partners Investment Group
Illinois
$841K +$57.5K +127 +8%
HCA
2004
Heck Capital Advisors
Wisconsin
$841K -$54.3K -120 -7%
TPWA
2005
TRUE Private Wealth Advisors
Oregon
$840K +$54.3K +120 +8%
FP
2006
Foundry Partners
Minnesota
$839K -$6.79K -15 -0.9%
LAS
2007
LWM Advisory Services
Florida
$839K +$756K +1,671 New
CA
2008
Calton & Associates
Florida
$838K -$225K -496 -23%
CB
2009
CNB Bank
Pennsylvania
$838K -$29.9K -66 -4%
HCP
2010
Hexagon Capital Partners
Arkansas
$836K -$11.8K -26 -2%
MAM
2011
Marotta Asset Management
Virginia
$836K +$96.4K +213 +15%
SFA
2012
Source Financial Advisors
New York
$835K -$79.7K -176 -10%
SI
2013
Scharf Investments
California
$834K +$752K +1,661 New
HJMC
2014
Hellman Jordan Management Company
Massachusetts
$832K -$176K -389 -19%
IIC
2015
Integrated Investment Consultants
Michigan
$831K +$13.6K +30 +2%
JCM
2016
Jacobi Capital Management
Pennsylvania
$831K +$109K +241 +17%
TNB
2017
Thomasville National Bank
Georgia
$826K -$90.5K -200 -11%
VF
2018
Virtu Financial
New York
$826K +$745K +1,645 New
SSWG
2019
Seven Springs Wealth Group
Tennessee
$824K -$409K -904 -36%
FCMC
2020
Founders Capital Management (Connecticut)
Connecticut
$824K -$14.5K -32 -2%
5L
2021
55I LLC
Massachusetts
$820K -$1.14M -2,524 -61%
OPWM
2022
Oxinas Partners Wealth Management
Indiana
$820K +$453 +1 +0.1%
VWA
2023
Visionary Wealth Advisors
Illinois
$820K +$165K +365 +29%
ODFS
2024
O'Donnell Financial Services
California
$817K – – –
PPP
2025
Private Portfolio Partners
New Jersey
$812K +$44.8K +99 +7%
79 80
81
82 83