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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2001
Pinnacle Bancorp
Nebraska
$1.05M -$9.84K -20 -1%
AA
2002
Altrafin AG
$1.05M -$576K -1,170 -36%
RWM
2003
RKL Wealth Management
Pennsylvania
$1.04M +$7.87K +16 +0.8%
PWM
2004
PBMares Wealth Management
Virginia
$1.04M -$49.2K -100 -5%
SMC
2005
Smith, Moore & Co
Missouri
$1.04M -$849K -1,725 -46%
AFG
2006
ABLE Financial Group
Arizona
$1.04M -$54.1K -110 -5%
EA
2007
Emerald Advisers
Pennsylvania
$1.04M +$338K +687 +50%
WCM
2008
Washington Capital Management
Washington
$1.04M – – –
IP
2009
Ignite Planners
California
$1.03M +$66.4K +135 +7%
AWA
2010
Aletheian Wealth Advisors
Washington
$1.03M -$325K -661 -24%
CFG
2011
Cooper Financial Group
California
$1.03M +$61.5K +125 +7%
SC
2012
Soundwatch Capital
Connecticut
$1.03M +$68.9K +140 +7%
FA
2013
Faithward Advisors
Pennsylvania
$1.03M +$92.5K +188 +11%
TYCC
2014
Texas Yale Capital Corp
Florida
$1.02M +$7.38K +15 +0.7%
ICM
2015
Islay Capital Management
Texas
$1.02M +$50.2K +102 +5%
BCP
2016
Berkeley Capital Partners
Georgia
$1.01M +$41.3K +84 +4%
RFG
2017
RFP Financial Group
Georgia
$1.01M -$25.1K -51 -2%
PI
2018
Parkside Investments
Illinois
$1.01M +$223K +454 +29%
EWM
2019
Evergreen Wealth Management
Michigan
$1.01M +$12.3K +25 +1%
ACM
2020
Allred Capital Management
Texas
$1.01M -$134K -273 -12%
IGWM
2021
ICA Group Wealth Management
Colorado
$1.01M +$27.6K +56 +3%
ETIA
2022
Epic Trust Investment Advisors
Washington
$1M -$12.3K -25 -1%
AAP
2023
Arax Advisory Partners
Colorado
$997K +$149K +303 +18%
ITFISA
2024
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$996K +$910K +1,850 +1,468%
DEM
2025
Disciplined Equity Management
Florida
$996K – – –
79 80
81
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