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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2801
Physician Wealth Advisors
Utah
$280K +$34.1K +92 +16%
WFAG
2802
Worth Financial Advisory Group
North Carolina
$279K +$249K +672 New
CAM
2803
Congress Asset Management
Massachusetts
$278K -$103K -279 -29%
KLI
2804
Kelman-Lazarov Inc
Tennessee
$278K +$248K +669 New
VW
2805
Vance Wealth
California
$278K +$248K +668 New
SCG
2806
Sonata Capital Group
Washington
$276K +$246K +665 New
HWA
2807
HMV Wealth Advisors
Louisiana
$275K +$245K +662 New
MLL
2808
Moody Lynn & Lieberson
Massachusetts
$275K +$245K +662 New
ML
2809
Mayport LLC
Massachusetts
$275K +$245K +661 New
DEM
2810
Disciplined Equity Management
Florida
$274K +$245K +660 New
DWM
2811
DecisionMap Wealth Management
Virginia
$274K +$244K +659 New
DWP
2812
Destiny Wealth Partners
Florida
$274K -$159K -430 -39%
1WA
2813
180 Wealth Advisors
Washington
$272K -$436K -1,175 -64%
MSA
2814
Marino Stram & Associates
Massachusetts
$272K +$243K +655 New
NWM
2815
Northcape Wealth Management
New York
$272K +$242K +654 New
BHIA
2816
Birch Hill Investment Advisors
Massachusetts
$272K +$242K +654 New
EWA
2817
Etesian Wealth Advisors
Oregon
$272K +$242K +654 New
PCM
2818
Princeton Capital Management
New Jersey
$272K +$242K +654 New
LC
2819
Landaas & Company
Wisconsin
$272K +$242K +653 New
PCA
2820
Purkiss Capital Advisors
Connecticut
$271K +$242K +653 New
WDG
2821
Wealth Dimensions Group
Ohio
$271K +$242K +653 New
EIP
2822
Ellis Investment Partners
Pennsylvania
$271K -$701K -1,890 -74%
TP
2823
Trailhead Planners
Minnesota
$271K +$242K +652 New
AA
2824
Aufman Associates
Pennsylvania
$271K +$242K +652 New
MA
2825
MW Advisory
Georgia
$271K +$242K +652 New
111 112
113
114 115