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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
3026
BBR Partners
New York
$211K +$188K +507 New
FSA
3027
Fort Sheridan Advisors
Illinois
$211K +$188K +507 New
GPW
3028
Genesis Private Wealth
Virginia
$210K +$188K +506 New
SGWM
3029
Sterling Group Wealth Management
California
$210K +$188K +506 New
HP
3030
Holistic Planning
Texas
$210K +$188K +506 New
VFP
3031
Verus Financial Partners
Virginia
$210K +$187K +505 New
B
3032
Barings
North Carolina
$210K +$187K +505 New
TFG
3033
Taylor Financial Group
Virginia
$210K +$187K +505 New
MF
3034
Montis Financial
Massachusetts
$210K +$187K +504 New
ARG
3035
Advisory Resource Group
Oklahoma
$209K +$187K +504 New
SWM
3036
Seed Wealth Management
Illinois
$209K +$187K +504 New
OCM
3037
Osbon Capital Management
Massachusetts
$209K – – –
GPW
3038
Gray Private Wealth
Massachusetts
$209K +$186K +503 New
IP
3039
Investment Partners
Ohio
$209K +$186K +503 New
SWM
3040
Steelhead Wealth Management
Virginia
$208K +$186K +502 New
BWS
3041
Broadway Wealth Solutions
Texas
$208K +$185K +500 New
LWM
3042
Laidlaw Wealth Management
New York
$208K +$185K +500 New
LCM
3043
Leisure Capital Management
California
$208K +$185K +500 New
SM
3044
Samjo Management
New York
$208K +$185K +500 New
TP
3045
TenCore Partners
New York
$208K +$185K +500 New
UOC
3046
University of Chicago
Illinois
$208K +$185K +500 New
BWA
3047
Brave Warrior Advisors
New York
$207K +$185K +499 New
IAG
3048
Investment Advisory Group
Massachusetts
$207K +$185K +498 New
SAMT
3049
Select Asset Management & Trust
Pennsylvania
$207K +$185K +498 New
HFRG
3050
Houlihan Financial Resource Group
Virginia
$207K +$184K +497 New
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122
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