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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
3626
Nixon Peabody Trust
Massachusetts
– -$281K -536 Closed
HOWA
3627
Heritage Oak Wealth Advisors
Florida
– -$279K -533 Closed
IAG
3628
Investment Advisory Group
Massachusetts
– -$279K -533 Closed
WAS
3629
Wealth Advisory Solutions
Indiana
– -$279K -532 Closed
CCM
3630
Crew Capital Management
Ohio
– -$278K -531 Closed
EIA
3631
Edgemoor Investment Advisors
Maryland
– -$278K -530 Closed
LF
3632
LifeSteps Financial
California
– -$275K -526 Closed
VBWMG
3633
Von Berge Wealth Management Group
California
– -$223K -526 Closed
KFS
3634
Kaizen Financial Strategies
California
– -$275K -525 Closed
OMIC
3635
Old Mission Investment Co
Michigan
– -$275K -525 Closed
DFP
3636
Defined Financial Planning
California
– -$274K -524 Closed
HFRG
3637
Houlihan Financial Resource Group
Virginia
– -$274K -524 Closed
DFG
3638
Dynamic Financial Group
Iowa
– -$272K -520 Closed
CFGA
3639
Cambridge Financial Group (Arizona)
Arizona
– -$271K -517 Closed
JBW
3640
Journey Beyond Wealth
Georgia
– -$271K -517 Closed
PPWM
3641
Perissos Private Wealth Management
Oklahoma
– -$269K -513 Closed
HWA
3642
Heartwood Wealth Advisors
Virginia
– -$268K -511 Closed
WCWM
3643
Willow Creek Wealth Management
California
– -$267K -510 Closed
BA
3644
Ballew Advisors
Mississippi
– -$304K -508 Closed
PBC
3645
Pavion Blue Capital
California
– -$266K -508 Closed
CF
3646
Convergence Financial
Missouri
– -$265K -507 Closed
TFG
3647
Taylor Financial Group
Virginia
– -$264K -505 Closed
XWM
3648
Xcel Wealth Management
Florida
– -$264K -505 Closed
SAMT
3649
Select Asset Management & Trust
Pennsylvania
– -$264K -504 Closed
WBG
3650
Wharton Business Group
Pennsylvania
– -$264K -504 Closed
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146
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