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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
3626
Investment Advisory Group
Massachusetts
– -$279K -533 Closed
WAS
3627
Wealth Advisory Solutions
Indiana
– -$279K -532 Closed
CCM
3628
Crew Capital Management
Ohio
– -$278K -531 Closed
EIA
3629
Edgemoor Investment Advisors
Maryland
– -$278K -530 Closed
LF
3630
LifeSteps Financial
California
– -$275K -526 Closed
VBWMG
3631
Von Berge Wealth Management Group
California
– -$223K -526 Closed
KFS
3632
Kaizen Financial Strategies
California
– -$275K -525 Closed
DFP
3633
Defined Financial Planning
California
– -$274K -524 Closed
HFRG
3634
Houlihan Financial Resource Group
Virginia
– -$274K -524 Closed
DFG
3635
Dynamic Financial Group
Iowa
– -$272K -520 Closed
CFGA
3636
Cambridge Financial Group (Arizona)
Arizona
– -$271K -517 Closed
JBW
3637
Journey Beyond Wealth
Georgia
– -$271K -517 Closed
PPWM
3638
Perissos Private Wealth Management
Oklahoma
– -$269K -513 Closed
HWA
3639
Heartwood Wealth Advisors
Virginia
– -$268K -511 Closed
WCWM
3640
Willow Creek Wealth Management
California
– -$267K -510 Closed
BA
3641
Ballew Advisors
Mississippi
– -$304K -508 Closed
PBC
3642
Pavion Blue Capital
California
– -$266K -508 Closed
CF
3643
Convergence Financial
Missouri
– -$265K -507 Closed
TFG
3644
Taylor Financial Group
Virginia
– -$264K -505 Closed
XWM
3645
Xcel Wealth Management
Florida
– -$264K -505 Closed
SAMT
3646
Select Asset Management & Trust
Pennsylvania
– -$264K -504 Closed
WBG
3647
Wharton Business Group
Pennsylvania
– -$264K -504 Closed
IWN
3648
Independent Wealth Network
Iowa
– -$263K -503 Closed
MF
3649
Meridian Financial
Massachusetts
– -$263K -503 Closed
HGA
3650
Hobbs Group Advisors
South Carolina
– -$263K -502 Closed
144 145
146
147 148