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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACMA
2001
Arbor Capital Management (Alaska)
Alaska
$1.3M -$124K -244 -9%
TCM
2002
Tandem Capital Management
New Jersey
$1.29M +$5.59K +11 +0.4%
GWP
2003
Gen-Wealth Partners
Michigan
$1.29M +$1.33M +2,610 New
RL
2004
Rogco LP
Oklahoma
$1.29M -$406K -798 -23%
RFS
2005
Richardson Financial Services
Massachusetts
$1.29M +$125K +246 +10%
AA
2006
Alta Advisers
United Kingdom
$1.29M – – –
GWA
2007
Gratus Wealth Advisors
Virginia
$1.28M +$107K +211 +9%
MFP
2008
Meridian Financial Partners
Virginia
$1.28M +$29K +57 +2%
MWPCG
2009
Measured Wealth Private Client Group
New Hampshire
$1.28M +$15.3K +30 +1%
ATC
2010
Adirondack Trust Company
New York
$1.28M -$24.4K -48 -2%
GWM
2011
Gitterman Wealth Management
New Jersey
$1.27M – – –
EWM
2012
Evermay Wealth Management
Virginia
$1.27M -$27.5K -54 -2%
BBNA
2013
Bremer Bank National Association
Minnesota
$1.27M -$128K -252 -9%
CPIG
2014
Chicago Partners Investment Group
Illinois
$1.27M +$16.8K +33 +1%
NJIM
2015
Nabity-Jensen Investment Management
Nebraska
$1.26M +$24.4K +48 +2%
RCM
2016
Riverpark Capital Management
New York
$1.26M +$195K +384 +18%
BB
2017
Burford Brothers
Texas
$1.26M +$88K +173 +7%
GFG
2018
Greystone Financial Group
Michigan
$1.26M +$1.29M +2,543 New
AAG
2019
Armstrong Advisory Group
Massachusetts
$1.26M – – –
TNBTD
2020
Trustmark National Bank Trust Department
Mississippi
$1.26M +$477K +938 +59%
WWP
2021
WR Wealth Planners
Missouri
$1.25M +$37.1K +73 +3%
BOPW
2022
Brandywine Oak Private Wealth
Pennsylvania
$1.25M +$26.4K +52 +2%
MW
2023
MBL Wealth
North Carolina
$1.25M -$171K -337 -12%
AMCA
2024
Arthur M. Cohen & Associates
Illinois
$1.25M +$20.3K +40 +2%
EHC
2025
Everett Harris & Co
California
$1.25M -$26.9K -53 -2%
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