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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3376
Westmount Partners
California
– -$205K -621 Closed
WWM
3377
Wiser Wealth Management
Georgia
– -$205K -621 Closed
WDG
3378
Wealth Dimensions Group
Ohio
– -$205K -620 Closed
SHFP
3379
Second Half Financial Partners
Florida
– -$204K -619 Closed
WF
3380
Whelan Financial
California
– -$204K -617 Closed
BCM
3381
BluePath Capital Management
Georgia
– -$203K -616 Closed
WA
3382
Win Advisors
Florida
– -$203K -615 Closed
LFP
3383
Lakeshore Financial Planning
Michigan
– -$203K -614 Closed
TWM
3384
TriaGen Wealth Management
California
– -$202K -613 Closed
SW
3385
SkyOak Wealth
Michigan
– -$202K -612 Closed
LC
3386
Lawood & Co
Pennsylvania
– -$202K -611 Closed
AFAS
3387
Acorn Financial Advisory Services
Virginia
– -$201K -610 Closed
CWMGO
3388
Capstone Wealth Management Group (Oregon)
Oregon
– -$201K -609 Closed
HW
3389
HORAN Wealth
Ohio
– -$201K -608 Closed
LBC
3390
Leigh Baldwin & Co
New York
– -$201K -608 Closed
CFP
3391
Curran Financial Partners
South Carolina
– -$200K -607 Closed
BFO
3392
Biltmore Family Office
North Carolina
– -$200K -606 Closed
NWWA
3393
New Wave Wealth Advisors
Arkansas
– -$188K -570 Closed
CFGA
3394
Cambridge Financial Group (Arizona)
Arizona
– -$274K -543 Closed
DWA
3395
Dougherty Wealth Advisers
Minnesota
– -$168K -510 Closed
E
3396
Entelevest
Florida
– -$157K -477 Closed
GWS
3397
Greykasell Wealth Strategies
California
– -$150K -453 Closed
GWM
3398
Greenline Wealth Management
Florida
– -$118K -358 Closed
WWA
3399
Wealth Watch Advisors
Colorado
– -$117K -354 Closed
GAFA
3400
Garton & Associates Financial Advisors
Kentucky
– -$112K -339 Closed
134 135
136
137 138