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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3701
Embree Financial Group
Illinois
– -$242K -463 Closed
BAWM
3702
Bennett Associates Wealth Management
Pennsylvania
– -$242K -462 Closed
PAG
3703
Powers Advisory Group
Illinois
– -$242K -461 Closed
PIN
3704
Prudent Investors Network
California
– -$241K -461 Closed
KCFA
3705
Key Client Fiduciary Advisors
New Jersey
– -$240K -459 Closed
MA
3706
MAS Advisors
Florida
– -$240K -459 Closed
AWM
3707
Aberdeen Wealth Management
Illinois
– -$238K -455 Closed
BIP
3708
Blue Investment Partners
California
– -$238K -455 Closed
AZ
3709
Alpha Zero
Florida
– -$238K -454 Closed
FHB
3710
First Hawaiian Bank
Hawaii
– -$237K -453 Closed
W
3711
Wealthquest
Ohio
– -$236K -450 Closed
HH
3712
HWG Holdings
Texas
– -$235K -448 Closed
SWM
3713
Shakespeare Wealth Management
Wisconsin
– -$234K -447 Closed
VPP
3714
Vertex Planning Partners
Illinois
– -$234K -447 Closed
VAM
3715
Verity Asset Management
North Carolina
– -$233K -445 Closed
NPI
3716
New Perspectives Inc
Mississippi
– -$233K -444 Closed
CI
3717
Carroll Investors
South Carolina
– -$230K -443 Closed
SEP
3718
Southland Equity Partners
Missouri
– -$232K -443 Closed
BBW
3719
Blue Barn Wealth
Utah
– -$231K -442 Closed
GCM
3720
Gallacher Capital Management
Colorado
– -$231K -441 Closed
O3W
3721
Omni 360 Wealth
New Jersey
– -$231K -440 Closed
WFA
3722
Websterrogers Financial Advisors
South Carolina
– -$230K -440 Closed
PFC
3723
Phocas Financial Corp
California
– -$228K -435 Closed
RFP
3724
Roth Financial Partners
Texas
– -$228K -435 Closed
PMG
3725
ProVise Management Group
Florida
– -$227K -434 Closed
147 148
149
150 151