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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Prentice Wealth Management
New York
$1.31M -$9.71K -19 -0.8%
ATC
2002
Adirondack Trust Company
New York
$1.31M -$29.1K -57 -2%
PC
2003
Permanens Capital
New York
$1.31M +$516K +1,009 +68%
FC
2004
Fairscale Capital
New Hampshire
$1.3M +$4.6K +9 +0.4%
CFLC
2005
California First Leasing Corp
California
$1.3M – – –
OL
2006
OneFund LLC
Florida
$1.3M +$1.53K +3 +0.1%
CRI
2007
Colonial River Investments
Virginia
$1.3M -$141K -275 -10%
CA
2008
Cornerstone Advisory
Maryland
$1.3M +$50.1K +98 +3%
CP
2009
CenterBook Partners
Connecticut
$1.3M -$7.03M -13,751 -85%
SWP
2010
Semus Wealth Partners
Florida
$1.3M +$27.1K +53 +2%
SWM
2011
SeaCrest Wealth Management
New York
$1.29M -$385K -753 -23%
GWM
2012
Gibbs Wealth Management
Georgia
$1.29M +$188K +368 +18%
CFO
2013
CVA Family Office
Colorado
$1.29M +$20.4K +40 +2%
SFWA
2014
Summit Financial Wealth Advisors
Louisiana
$1.29M – – –
1W
2015
1776 Wealth
Georgia
$1.29M +$52.1K +102 +4%
AWE
2016
Avidian Wealth Enterprises
Texas
$1.28M +$19.9K +39 +2%
CG
2017
Corundum Group
Colorado
$1.28M -$456K -892 -27%
TBT
2018
Texas Bank & Trust
Texas
$1.28M -$81.8K -160 -6%
ESB
2019
Essex Savings Bank
Connecticut
$1.28M -$61.9K -121 -5%
AWC
2020
Abundance Wealth Counselors
Pennsylvania
$1.28M +$169K +330 +16%
BBNA
2021
Bremer Bank National Association
Minnesota
$1.27M +$128K +250 +11%
NAG
2022
Northstar Advisory Group
New Jersey
$1.27M +$1.24M +2,430 New
USWIA
2023
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.27M +$109K +214 +10%
MCI
2024
MRP Capital Investments
Georgia
$1.26M -$355K -695 -22%
EWM
2025
Evermay Wealth Management
Virginia
$1.26M +$14.8K +29 +1%
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