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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
2001
Taylor Hoffman Wealth Management
Virginia
$1.11M -$530K -1,000 -32%
AA
2002
AlphaQ Advisors
Florida
$1.11M +$1.11M +2,091 New
VBFP
2003
Valtinson Bruner Financial Planning
Minnesota
$1.1M -$18.5K -35 -1%
OFS
2004
OneAscent Financial Services
Alabama
$1.09M +$77.9K +147 +8%
LAIC
2005
Lederer & Associates Investment Counsel
California
$1.09M -$97.5K -184 -8%
MTC
2006
McDaniel Terry & Co
Texas
$1.09M – – –
AFP
2007
Ausdal Financial Partners
Iowa
$1.09M -$114K -215 -9%
AMM
2008
American Money Management
California
$1.09M +$13.2K +25 +1%
AB
2009
Atlas Brown
Kentucky
$1.08M – – –
SW
2010
StrongBox Wealth
Missouri
$1.08M +$354K +668 +49%
CPWA
2011
Cerro Pacific Wealth Advisors
California
$1.08M +$184K +348 +21%
MBT
2012
Montecito Bank & Trust
California
$1.07M -$7.95K -15 -0.7%
IP
2013
Ignite Planners
California
$1.07M +$359K +678 +44%
AT
2014
Arvest Trust
Oklahoma
$1.07M +$12.7K +24 +1%
EFM
2015
E Fund Management
China
$1.06M -$71K -134 -6%
CG
2016
Carmignac Gestion
France
$1.06M – – –
SFB
2017
STAR Financial Bank
Indiana
$1.06M +$1.06M +1,998 New
DCM
2018
DGS Capital Management
New Jersey
$1.05M +$6.36K +12 +0.6%
KFA
2019
Kelleher Financial Advisors
New York
$1.05M +$3.18K +6 +0.3%
LIG
2020
Lokken Investment Group
Delaware
$1.05M +$26.5K +50 +3%
IWA
2021
IVC Wealth Advisors
Pennsylvania
$1.04M +$1.48M +2,800 +142%
FFWA
2022
FRG Family Wealth Advisors
Washington
$1.04M – – –
SAM
2023
Seelaus Asset Management
New Jersey
$1.04M -$15.9K -30 -2%
1W
2024
1776 Wealth
Georgia
$1.04M +$14.8K +28 +1%
CF
2025
Copperwynd Financial
Arizona
$1.04M -$90.6K -171 -8%
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