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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2001
LRI Investments
Florida
$709K +$94.2K +278 +2%
LI
2002
LMCG Investments
Massachusetts
$706K -$616K -1,817 -46%
WCA
2003
Westover Capital Advisors
Delaware
$706K -$7.46K -22 -1%
WC
2004
Waterloo Capital
Texas
$704K -$1.33M -3,929 -65%
RPC
2005
Rossmore Private Capital
Connecticut
$703K -$7.79K -23 -1%
RBC
2006
Romano Brothers & Co
Illinois
$702K -$31.5K -93 -4%
CA
2007
Cambridge Advisors
Nebraska
$700K – – –
SWA
2008
SFMG Wealth Advisors
Texas
$699K -$4.74K -14 -0.7%
GI
2009
GAMCO Investors
Connecticut
$698K -$274K -809 -28%
FFWM
2010
Future Financial Wealth Management
Ohio
$698K +$102K +300 +17%
ALA
2011
Atlas Legacy Advisors
California
$697K +$2.37K +7 +0.3%
LK
2012
Lumbard & Kellner
New Hampshire
$696K +$3.39K +10 +0.5%
GPWM
2013
Grant Private Wealth Management
California
$695K +$45.4K +134 +7%
RWA
2014
Redhawk Wealth Advisors
Minnesota
$694K +$5.42K +16 +0.8%
CCA
2015
Coign Capital Advisors
Utah
$693K -$20K -59 -3%
NJIM
2016
Nabity-Jensen Investment Management
Nebraska
$693K +$4.74K +14 +0.7%
SA
2017
Sovran Advisors
California
$692K +$4.07K +12 +0.6%
EHWM
2018
Eads & Heald Wealth Management
Georgia
$690K -$203K -600 -22%
AWA
2019
Amplius Wealth Advisors
Pennsylvania
$685K -$7.12K -21 -1%
SIM
2020
Synergy Investment Management
Florida
$685K +$64.4K +190 +10%
BWM
2021
Baron Wealth Management
Michigan
$685K +$49.5K +146 +8%
NEWAS
2022
N.E.W. Advisory Services
Wisconsin
$683K -$75.9K -224 -10%
AWG
2023
Altus Wealth Group
Colorado
$683K +$701K +2,069 New
CBA
2024
Coastal Bridge Advisors
Connecticut
$680K +$25.8K +76 +4%
YIM
2025
Yoffe Investment Management
Pennsylvania
$679K +$339 +1 +0%
79 80
81
82 83