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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3051
TrueWealth Advisors
Alabama
$251K -$180K -354 -41%
TFG
3052
Taylor Financial Group
Virginia
$250K – – –
BIA
3053
Bell Investment Advisors
California
$249K -$10.7K -21 -4%
SAMT
3054
Select Asset Management & Trust
Pennsylvania
$249K -$3.05K -6 -1%
WBG
3055
Wharton Business Group
Pennsylvania
$249K – – –
ML
3056
McAdam LLC
Pennsylvania
$249K +$256K +503 New
MA
3057
MAS Advisors
Florida
$249K – – –
NAS
3058
NWF Advisory Services
California
$249K +$12.7K +25 +5%
TIM
3059
Tortoise Investment Management
New York
$249K +$10.2K +20 +4%
SFC
3060
SYM Financial Corp
Indiana
$248K -$39.7K -78 -13%
BP
3061
BBR Partners
New York
$247K -$70.7K -139 -22%
NSEDCP
3062
NJ State Employees Deferred Compensation Plan
New Jersey
$247K – – –
SM
3063
Samjo Management
New York
$247K – – –
CCI
3064
Credit Capital Investments
New Jersey
$247K +$254K +500 New
EFI
3065
EHP Funds Inc
Canada
$247K +$254K +500 New
FPGK
3066
Financial Partners Group (Kansas)
Kansas
$246K +$5.59K +11 +2%
CA
3067
CSM Advisors
Pennsylvania
$246K – – –
APIM
3068
Agate Pass Investment Management
Washington
$246K +$50.8K +100 +25%
WCWM
3069
Willow Creek Wealth Management
California
$244K +$3.05K +6 +1%
EC
3070
Eaton-Cambridge
Arizona
$243K -$30.5K -60 -11%
OWM
3071
Orgel Wealth Management
Wisconsin
$242K -$47.3K -93 -16%
AFS
3072
Axiom Financial Strategies
Indiana
$242K -$1.02K -2 -0.4%
BAM
3073
Bosun Asset Management
Illinois
$242K – – –
DM
3074
Deerfield Management
New York
$242K +$249K +490 New
LWM
3075
Lakeridge Wealth Management
Ohio
$242K +$3.05K +6 +1%
121 122
123
124 125