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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
2601
Opus Capital Group
Ohio
$300K -$10.9K -36 -4%
FTA
2602
Financial & Tax Architects
Missouri
$300K -$4.54K -15 -2%
GA
2603
GSG Advisors
New Jersey
$299K +$24.8K +82 +11%
CFP
2604
Cypress Financial Planning
New Jersey
$298K +$261K +863 New
BSTWA
2605
Blake Schutter Theil Wealth Advisors
Ohio
$298K +$261K +863 New
EFG
2606
Elm3 Financial Group
Georgia
$298K +$261K +862 New
MWS
2607
MFA Wealth Services
California
$298K -$58.4K -193 -18%
GWAM
2608
Guardian Wealth Advisors (Minnesota)
Minnesota
$297K – – –
KLI
2609
Kelman-Lazarov Inc
Tennessee
$297K -$57.2K -189 -18%
FFC
2610
Frederick Financial Consultants
Maryland
$297K +$7.26K +24 +3%
WTA
2611
Washington Trust Advisors
Massachusetts
$296K -$2.72K -9 -1%
TPW
2612
Transatlantique Private Wealth
New York
$296K -$46K -152 -15%
4WM
2613
49 Wealth Management
Texas
$296K -$385K -1,274 -60%
RCA
2614
Runnymede Capital Advisors
Ohio
$294K +$258K +852 New
SI
2615
Seeds Investor
New York
$294K -$12.1K -40 -4%
MAM
2616
Mainsail Asset Management
Alabama
$294K +$257K +850 New
HC
2617
Hoese & Co
Minnesota
$293K -$45.4K -150 -15%
BWL
2618
Bogart Wealth LLC
Virginia
$293K +$88.6K +293 +53%
FFA
2619
Frazier Financial Advisors
Ohio
$293K +$72K +238 +39%
BHIA
2620
Birch Hill Investment Advisors
Massachusetts
$293K – – –
SMA
2621
Seven Mile Advisory
New Jersey
$293K -$96.8K -320 -27%
RW
2622
Rede Wealth
Virginia
$293K -$618K -2,043 -71%
EBA
2623
Eagle Bay Advisors
New York
$293K +$33.6K +111 +15%
GAM
2624
Gould Asset Management
California
$293K – – –
CWM
2625
Cherrydale Wealth Management
New Jersey
$292K +$256K +847 New
103 104
105
106 107