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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2001
Mustico Financial Group
New York
$535K +$260K +874 +117%
WWA
2002
Wisconsin Wealth Advisors
Wisconsin
$535K +$2.68K +9 +0.5%
APG
2003
Abacus Planning Group
South Carolina
$533K -$67.9K -228 -10%
BCP
2004
Blackhawk Capital Partners
Wisconsin
$533K -$364K -1,221 -38%
ACM
2005
Ardent Capital Management
Ohio
$533K -$7.45K -25 -1%
WF
2006
Welch & Forbes
Massachusetts
$533K -$326K -1,093 -36%
BB
2007
Bell Bank
North Dakota
$532K -$351K -1,179 -37%
GAM
2008
Grandview Asset Management
Pennsylvania
$532K -$421K -1,413 -42%
WA
2009
WealthTrust Axiom
Pennsylvania
$531K -$1.49K -5 -0.3%
MW
2010
MBL Wealth
North Carolina
$530K -$596 -2 -0.1%
BIAS
2011
Beacon Investment Advisory Services
New Jersey
$529K -$63.7K -214 -10%
WCA
2012
Westover Capital Advisors
Delaware
$529K -$54.5K -183 -9%
LPFG
2013
Landing Point Financial Group
Ohio
$528K -$13.4K -45 -2%
MAM
2014
McLean Asset Management
Virginia
$528K -$14.6K -49 -2%
NI
2015
NCP Inc
California
$528K -$526K -1,766 -48%
WG
2016
WMS Group
Louisiana
$527K – – –
TWM
2017
TRB Wealth Management
Texas
$527K +$580K +1,948 New
AWM
2018
Athena Wealth Management
Nevada
$527K +$217K +729 +60%
GWCM
2019
Godshalk Welsh Capital Management
Pennsylvania
$526K – – –
CG
2020
CFO4Life Group
Texas
$526K -$179K -602 -24%
SPWG
2021
Syntegra Private Wealth Group
Missouri
$526K +$27.4K +92 +5%
KFGK
2022
Keystone Financial Group (Kentucky)
Kentucky
$525K +$57.5K +193 +12%
IFS
2023
Ifrah Financial Services
Arkansas
$525K -$18.5K -62 -3%
HWA
2024
HCR Wealth Advisors
California
$524K -$12.5K -42 -2%
VAM
2025
Virtue Asset Management
Illinois
$523K -$82.8K -278 -13%
79 80
81
82 83