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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
3051
Team Financial Group
California
$295K -$23.8K -42 -8%
TFG
3052
Taylor Financial Group
Virginia
$295K – – –
SAMT
3053
Select Asset Management & Trust
Pennsylvania
$295K – – –
WBG
3054
Wharton Business Group
Pennsylvania
$295K – – –
DWM
3055
Destination Wealth Management
California
$295K +$285K +504 New
BAM
3056
Bosun Asset Management
Illinois
$294K +$5.66K +10 +2%
DP
3057
Dearborn Partners
Illinois
$294K +$285K +503 New
NEWAS
3058
N.E.W. Advisory Services
Wisconsin
$293K – – –
BP
3059
BBR Partners
New York
$292K -$109K -193 -28%
NSEDCP
3060
NJ State Employees Deferred Compensation Plan
New Jersey
$292K – – –
SM
3061
Samjo Management
New York
$292K – – –
CWA
3062
CM Wealth Advisors
Ohio
$292K +$19.8K +35 +8%
EWM
3063
EPG Wealth Management
Georgia
$292K +$282K +499 New
WP
3064
WealthPLAN Partners
Nebraska
$292K -$13.6K -24 -5%
BWA
3065
Brave Warrior Advisors
New York
$292K -$62.8K -111 -18%
WCM
3066
Wealthcare Capital Management
Virginia
$292K +$2.83K +5 +1%
RA
3067
Rockingstone Advisors
Massachusetts
$291K +$281K +497 New
OWM
3068
Orgel Wealth Management
Wisconsin
$289K -$10.2K -18 -4%
WC
3069
Weil Company
California
$289K +$280K +495 New
EC
3070
Eaton-Cambridge
Arizona
$289K +$9.05K +16 +3%
JA
3071
JVL Associates
Michigan
$288K +$13.6K +24 +5%
MF
3072
Manchester Financial
California
$287K – – –
NAMNJ
3073
NorthStar Asset Management (New Jersey)
New Jersey
$286K -$15.3K -27 -5%
PIAS
3074
PCA Investment Advisory Services
Ohio
$286K +$44.7K +79 +19%
FPGK
3075
Financial Partners Group (Kansas)
Kansas
$286K -$5.09K -9 -2%
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