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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2001
Arvest Trust
Oklahoma
$1.02M +$66.6K +138 +7%
CF
2002
Clarity Financial
Texas
$1.01M -$6.82M -14,135 -87%
PB
2003
Pinnacle Bancorp
Nebraska
$1.01M +$9.17K +19 +0.9%
AIC
2004
Archer Investment Corporation
Indiana
$1M +$108K +224 +12%
CPWA
2005
Cerro Pacific Wealth Advisors
California
$996K +$38.6K +80 +4%
CW
2006
Channel Wealth
California
$995K +$1.02M +2,105 New
LAIC
2007
Lederer & Associates Investment Counsel
California
$994K +$19.3K +40 +2%
MTC
2008
McDaniel Terry & Co
Texas
$994K +$20.8K +43 +2%
MMM
2009
Mendel Money Management
Illinois
$993K +$375K +778 +59%
AFP
2010
Ausdal Financial Partners
Iowa
$993K +$18.8K +39 +2%
THWM
2011
Taylor Hoffman Wealth Management
Virginia
$992K – – –
SW
2012
SkyOak Wealth
Michigan
$986K +$632K +1,309 +168%
JGIA
2013
Jackson Grant Investment Advisers
Connecticut
$984K -$16.9K -35 -2%
CB
2014
CNB Bank
Pennsylvania
$983K +$109K +225 +12%
CST
2015
Charles Schwab Trust
Nevada
$982K -$893K -1,851 -47%
VWM
2016
Vigilare Wealth Management
Arizona
$981K -$133K -276 -12%
CYG
2017
Clean Yield Group
Vermont
$980K -$19.3K -40 -2%
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$979K +$104K +216 +12%
SAM
2019
Sompo Asset Management
Japan
$974K +$121K +250 +14%
AWM
2020
Angeles Wealth Management
California
$971K -$1.24M -2,573 -56%
ASBI
2021
American State Bank (Iowa)
Iowa
$971K -$47.3K -98 -5%
TCM
2022
Teza Capital Management
Illinois
$971K +$992K +2,055 New
FCAG
2023
First Capital Advisors Group
New Jersey
$969K -$220K -456 -18%
EHC
2024
Everett Harris & Co
California
$967K +$85.4K +177 +9%
AB
2025
Atlas Brown
Kentucky
$962K – – –
79 80
81
82 83