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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cornerstone Wealth Management
Missouri
$710K – – –
DBRC
2002
D.B. Root & Company
Pennsylvania
$708K +$108K +356 +21%
MWA
2003
Midland Wealth Advisors
Illinois
$708K +$69.9K +231 +13%
MMCM
2004
Murphy & Mullick Capital Management
New York
$707K +$164K +543 +36%
NFG
2005
Nations Financial Group
Iowa
$707K -$19.4K -64 -3%
CASB
2006
Cape Ann Savings Bank
Massachusetts
$707K -$481K -1,592 -44%
MAM
2007
McLean Asset Management
Virginia
$706K +$6.35K +21 +1%
CB
2008
CNB Bank
Pennsylvania
$706K -$66.2K -219 -10%
EWM
2009
Echo Wealth Management
Minnesota
$706K -$51.7K -171 -8%
GWCM
2010
Godshalk Welsh Capital Management
Pennsylvania
$706K – – –
WH
2011
Willner & Heller
California
$705K -$77.1K -255 -11%
PMSA
2012
Patrick M. Sweeney & Associates
Illinois
$705K -$18.1K -60 -3%
GLLW
2013
Graves Light Lenhart Wealth
Virginia
$704K +$96.5K +319 +19%
HCA
2014
Heck Capital Advisors
Wisconsin
$703K +$53.5K +177 +10%
NA
2015
Navellier & Associates
Nevada
$703K +$131K +433 +27%
TC
2016
TFR Capital
Texas
$700K -$1.35M -4,463 -69%
ACM
2017
Ardent Capital Management
Ohio
$700K +$613K +2,027 New
SA
2018
Sovran Advisors
California
$700K +$16.6K +55 +3%
SAM
2019
Secure Asset Management
Michigan
$699K -$232K -768 -28%
JSL
2020
JT Stratford LLC
Georgia
$695K +$225K +744 +59%
CFP
2021
Cascade Financial Partners
California
$693K +$363K +1,200 +149%
EGM
2022
Engineers Gate Manager
New York
$693K -$7.35M -24,299 -92%
SFWC
2023
Strategic Family Wealth Counselors
New Jersey
$692K +$10.6K +35 +2%
UWS
2024
Unique Wealth Strategies
Illinois
$692K +$49.3K +163 +9%
CCA
2025
Cruiser Capital Advisors
Connecticut
$691K +$605K +2,000 New
79 80
81
82 83