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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
2001
1776 Wealth
Georgia
$972K – – –
LIG
2002
Lokken Investment Group
Delaware
$972K +$4.21K +8 +0.4%
SAS
2003
Stelac Advisory Services
New York
$972K +$227K +431 +29%
SI
2004
Saxon Interests
Texas
$969K -$25.8K -49 -3%
BCP
2005
Berkeley Capital Partners
Georgia
$969K -$526 -1 -0.1%
OFS
2006
OneAscent Financial Services
Alabama
$969K +$25.2K +48 +3%
CFO
2007
CVA Family Office
Colorado
$963K +$237K +450 +31%
BWA
2008
Blodgett Wealth Advisors
California
$960K – – –
AWA
2009
Amplius Wealth Advisors
Pennsylvania
$960K +$52.6K +100 +6%
VWMG
2010
Virginia Wealth Management Group
Virginia
$960K +$71K +135 +8%
PIM
2011
Profit Investment Management
Maryland
$957K – – –
PCM
2012
Pointe Capital Management
Michigan
$957K +$6.84K +13 +0.7%
CPA
2013
Cardiff Park Advisors
California
$956K -$24.2K -46 -2%
APG
2014
Abacus Planning Group
South Carolina
$956K +$9.46K +18 +1%
AFPL
2015
Advus Financial Partners, LLC
Florida
$953K +$112K +213 +13%
CNB
2016
Camden National Bank
Maine
$953K -$17.9K -34 -2%
DA
2017
Detalus Advisors
Missouri
$951K – – –
TYCC
2018
Texas Yale Capital Corp
Florida
$948K +$116K +220 +13%
CRWM
2019
Castle Rock Wealth Management
California
$947K -$22.6K -43 -2%
SAM
2020
Strategy Asset Managers
California
$946K +$480K +913 +95%
VWM
2021
Valley Wealth Managers
New Jersey
$944K -$423K -805 -30%
CAM
2022
Campion Asset Management
Virginia
$944K – – –
PP
2023
Patron Partners
Texas
$944K +$33.1K +63 +3%
SW
2024
SteelPeak Wealth
California
$943K +$210K +400 +27%
E
2025
Ergoteles
New York
$939K +$978K +1,860 New
79 80
81
82 83