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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2951
Halbert Hargrove Global Advisors
California
$320K +$37.3K +70 +13%
KFS
2952
Kaizen Financial Strategies
California
$319K +$1.6K +3 +0.5%
WCM
2953
Wealthcare Capital Management
Virginia
$319K -$25.1K -47 -7%
EWM
2954
EPG Wealth Management
Georgia
$318K – – –
JWM
2955
JGP Wealth Management
Oregon
$318K +$26.7K +50 +9%
EWM
2956
Elevatus Welath Management
New York
$318K +$82.7K +155 +35%
VBWMG
2957
Von Berge Wealth Management Group
California
$317K +$22.9K +43 +8%
OFW
2958
Omnia Family Wealth
Florida
$317K +$101K +189 +46%
KBFS
2959
Kohmann Bosshard Financial Services
Ohio
$316K +$107K +200 +50%
TWA
2960
Talisman Wealth Advisors
New Jersey
$315K +$5.33K +10 +2%
FPFS
2961
First Personal Financial Services
North Carolina
$314K -$16.5K -31 -5%
OPTFSNA
2962
Old Point Trust & Financial Services N A
Virginia
$313K – – –
LAS
2963
Lloyd Advisory Services
Georgia
$310K -$3.09M -5,793 -91%
CIA
2964
Compass Ion Advisors
Pennsylvania
$310K -$13.9K -26 -4%
SAI
2965
Savvy Advisors Inc
New York
$310K +$314K +588 New
USB
2966
Union Savings Bank
Connecticut
$310K +$30.4K +57 +11%
MWA
2967
MN Wealth Advisors
Kansas
$309K +$313K +586 New
OCPWS
2968
One Charles Private Wealth Services
Massachusetts
$307K – – –
OWM
2969
Orgel Wealth Management
Wisconsin
$307K +$49.6K +93 +19%
PA
2970
Probity Advisors
Texas
$307K – – –
MF
2971
Meridian Financial
Massachusetts
$307K +$26.7K +50 +9%
WI
2972
Wedgewood Investors
Pennsylvania
$306K – – –
VCM
2973
Versant Capital Management
Arizona
$305K -$8K -15 -3%
SFC
2974
SYM Financial Corp
Indiana
$305K +$71.5K +134 +30%
GRA
2975
Golden Road Advisors
Florida
$304K +$308K +578 New
117 118
119
120 121