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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2001
Measured Wealth Private Client Group
New Hampshire
$1.28M -$35.3K -72 -3%
CIA
2002
Cladis Investment Advisory
Montana
$1.28M -$3.92K -8 -0.3%
QOP
2003
Quinn Opportunity Partners
Virginia
$1.27M +$1.23M +2,500 New
BBNA
2004
Bremer Bank National Association
Minnesota
$1.27M -$36.3K -74 -3%
SAM
2005
Strategy Asset Managers
California
$1.27M -$3.49M -7,127 -73%
CG
2006
CFO4Life Group
Texas
$1.27M +$31.9K +65 +3%
CFLC
2007
California First Leasing Corp
California
$1.27M – – –
PWP
2008
Phillips Wealth Planners
Mississippi
$1.27M +$32.3K +66 +3%
LIA
2009
LS Investment Advisors
Michigan
$1.27M -$635K -1,295 -34%
FCA
2010
FinTrust Capital Advisors
South Carolina
$1.27M -$262K -534 -18%
PWM
2011
Prentice Wealth Management
New York
$1.26M +$1.47K +3 +0.1%
LA
2012
LVW Advisors
New York
$1.25M +$180K +367 +18%
SCM
2013
Semanteon Capital Management
Massachusetts
$1.25M +$1.21M +2,462 New
NHC
2014
Nicholas Hoffman & Company
Georgia
$1.25M -$9.31K -19 -0.8%
FCB
2015
First County Bank
Connecticut
$1.25M -$116K -236 -9%
MIM
2016
Moseley Investment Management
Florida
$1.25M +$14.7K +30 +1%
CG
2017
Clarus Group
Texas
$1.24M +$433K +884 +57%
PMFA
2018
Plante Moran Financial Advisors
Michigan
$1.24M +$21.6K +44 +2%
ACMA
2019
Arbor Capital Management (Alaska)
Alaska
$1.24M -$47.1K -96 -4%
CFO
2020
Callan Family Office
Pennsylvania
$1.24M +$388K +791 +48%
LFP
2021
Leeward Financial Partners
Washington
$1.24M -$3.38M -6,901 -74%
RP
2022
Riverwater Partners
Wisconsin
$1.24M -$26K -53 -2%
OP
2023
ORG Partners
Indiana
$1.23M +$1.15M +2,338 +1,538%
CCA
2024
Childress Capital Advisors
Texas
$1.23M +$124K +254 +12%
OL
2025
OneFund LLC
Florida
$1.23M +$10.8K +22 +0.9%
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