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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3026
Next Capital Management
New York
$216K +$192K +519 New
PFM
3027
Phillips Financial Management
Indiana
$215K +$192K +518 New
ACC
3028
Acorn Creek Capital
Colorado
$215K +$192K +517 New
HHCP
3029
Hilton Head Capital Partners
South Carolina
$215K +$80.1K +216 +72%
OWCM
3030
One Wealth Capital Management
Arizona
$214K +$191K +516 New
AA
3031
Alesco Advisors
New York
$214K -$724K -1,953 -79%
SPW
3032
Stillwater Private Wealth
Pennsylvania
$214K +$196K +529 New
CB
3033
Centennial Bank
Arkansas
$214K – – –
PMG
3034
Private Management Group
California
$214K +$191K +514 New
FCFC
3035
First Citizens Financial Corp
Iowa
$213K +$190K +513 New
PB
3036
Prosperity Bancshares
Texas
$213K +$13K +35 +7%
CTWM
3037
Cherry Tree Wealth Management
Minnesota
$213K -$84.9K -229 -31%
PWW
3038
Pettyjohn Wood & White
Virginia
$212K +$189K +510 New
OPTFSNA
3039
Old Point Trust & Financial Services N A
Virginia
$212K – – –
LI
3040
LVZ Inc
Michigan
$212K +$189K +510 New
FGC
3041
Financial Gravity Companies
Texas
$212K +$189K +509 New
PBC
3042
Pavion Blue Capital
California
$211K +$188K +508 New
AWM
3043
AAF Wealth Management
Massachusetts
$211K +$188K +507 New
BP
3044
BBR Partners
New York
$211K +$188K +507 New
FSA
3045
Fort Sheridan Advisors
Illinois
$211K +$188K +507 New
GPW
3046
Genesis Private Wealth
Virginia
$210K +$188K +506 New
SGWM
3047
Sterling Group Wealth Management
California
$210K +$188K +506 New
HP
3048
Holistic Planning
Texas
$210K +$188K +506 New
VFP
3049
Verus Financial Partners
Virginia
$210K +$187K +505 New
B
3050
Barings
North Carolina
$210K +$187K +505 New
120 121
122
123 124