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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
2001
Everett Harris & Co
California
$1.35M -$13.9K -26 -1%
VCM
2002
Virtue Capital Management
Tennessee
$1.35M -$1.55M -2,915 Closed
CWP
2003
CFM Wealth Partners
Texas
$1.35M +$17.6K +33 +1%
UCB
2004
United Community Bank
South Carolina
$1.35M -$86.4K -162 -6%
SWM
2005
Sendero Wealth Management
Texas
$1.35M +$54.9K +103 +4%
KCM
2006
KRS Capital Management
Michigan
$1.35M +$3.73K +7 +0.3%
NB
2007
Nicolet Bankshares
Wisconsin
$1.35M +$66.7K +125 +5%
CG
2008
Corundum Group
Colorado
$1.35M +$45.3K +85 +3%
S
2009
Sunpointe
Missouri
$1.34M +$1.36M +2,553 New
MWPCG
2010
Measured Wealth Private Client Group
New Hampshire
$1.34M +$2.67K +5 +0.2%
WFC
2011
Western Financial Corp
California
$1.34M +$447K +839 +49%
FPAS
2012
Focus Partners Advisor Solutions
Missouri
$1.34M -$336K -630 -20%
ESB
2013
Essex Savings Bank
Connecticut
$1.34M +$152K +285 +13%
KWM
2014
Kolinsky Wealth Management
New Jersey
$1.34M -$7.47K -14 -0.5%
SJIM
2015
St. Johns Investment Management
Florida
$1.33M -$110K -207 -8%
CIP
2016
Convergence Investment Partners
Florida
$1.33M +$57.1K +107 +4%
NHC
2017
Nicholas Hoffman & Company
Georgia
$1.32M +$67.2K +126 +5%
CPIG
2018
Chicago Partners Investment Group
Illinois
$1.32M -$21.3K -40 -2%
SFWA
2019
Summit Financial Wealth Advisors
Louisiana
$1.32M – – –
CFO
2020
CVA Family Office
Colorado
$1.32M +$25.1K +47 +2%
NJIM
2021
Nabity-Jensen Investment Management
Nebraska
$1.32M +$1.34M +2,507 New
KA
2022
Kozak & Associates
Colorado
$1.32M -$481K -901 -26%
SW
2023
SkyOak Wealth
Michigan
$1.32M +$24K +45 +2%
SC
2024
Saturna Capital
Washington
$1.32M +$111K +208 +9%
HFA
2025
Harbert Fund Advisors
Alabama
$1.32M +$1.33M +2,500 New
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81
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