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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
AU
2676
AlphaGrep UK
$325K -$886K -2,391 -75%
PSP
2677
Principal Street Partners
Tennessee
$324K +$289K +780 New
SIA
2678
Sage Investment Advisers
New York
$324K -$167K -451 -37%
WW
2679
Westshore Wealth
California
$324K +$14.1K +38 +5%
CWA
2680
Centennial Wealth Advisory
Michigan
$323K +$3.71K +10 +1%
HBCM
2681
Heron Bay Capital Management
Michigan
$323K – – –
WN
2682
Williams & Novak
California
$323K +$13K +35 +5%
WWC
2683
Waypoint Wealth Counsel
Georgia
$322K -$160K -431 -36%
ACA
2684
Affinity Capital Advisors
California
$322K +$285K +770 New
PSIWM
2685
Paradigm Strategies in Wealth Management
Minnesota
$321K -$8.9K -24 -3%
RLIM
2686
Red Lighthouse Investment Management
New York
$321K +$287K +773 New
WC
2687
Westhampton Capital
North Carolina
$321K – – –
FBFS
2688
First Business Financial Services
Wisconsin
$320K +$7.78K +21 +3%
MWP
2689
Meridian Wealth Partners
Pennsylvania
$320K +$286K +771 New
TCM
2690
Towercrest Capital Management
Pennsylvania
$320K – – –
ISFAN
2691
Investor's Fiduciary Advisor Network
Washington
$320K -$26.3K -71 -8%
GMFG
2692
Greater Midwest Financial Group
Minnesota
$319K -$18.2K -49 -6%
AFGAS
2693
Allegiance Financial Group Advisory Services
Virginia
$319K +$6.67K +18 +2%
WDA
2694
Wendell David Associates
New Hampshire
$319K – – –
AFA
2695
American Financial Advisors
Georgia
$318K – – –
GIP
2696
Greatmark Investment Partners
Georgia
$318K – – –
OWG
2697
Oxford Wealth Group
Florida
$317K -$13.7K -37 -5%
WCFA
2698
Walkner Condon Financial Advisors
Wisconsin
$317K +$282K +762 New
AWAU
2699
Alliance Wealth Advisors (Utah)
Utah
$317K +$282K +762 New
CAS
2700
CTC Alternative Strategies
Illinois
$316K +$282K +760 New
106 107
108
109 110