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Delta Air Lines
DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
651
Wedmont Private Capital
Pennsylvania
$310K +$61.4K +1,415 +19%
CBFP
652
Cedar Brook Financial Partners
Ohio
$309K +$3.34K +77 +0.9%
XF
653
XML Financial
Maryland
$308K +$521 +12 +0.1%
CAM
654
Carret Asset Management
New York
$308K -$45.6K -1,050 -11%
HNB
655
Huntington National Bank
Ohio
$307K +$9.34K +215 +3%
IIA
656
IPG Investment Advisors
California
$305K +$434 +10 +0.1%
SAM
657
Secure Asset Management
Michigan
$305K +$131K +3,027 +58%
BHCM
658
Brevan Howard Capital Management
Jersey
$296K +$348K +8,008 New
BWG
659
Beta Wealth Group
California
$296K +$47.8K +1,100 +16%
KW
660
KWB Wealth
California
$295K -$17.8K -409 -6%
GC
661
GFG Capital
Florida
$293K – – –
BWP
662
Balboa Wealth Partners
Arizona
$292K +$117K +2,697 +52%
CHAM
663
Clear Harbor Asset Management
Connecticut
$290K -$43.4K -1,000 -11%
SWM
664
Silverlake Wealth Management
Vermont
$289K -$130K -2,997 -28%
MOS
665
MGO One Seven
Ohio
$288K -$40.4K -930 -11%
AIP
666
Ameritas Investment Partners
Nebraska
$286K – – –
BCI
667
Brinker Capital Investments
Pennsylvania
$286K +$912 +21 +0.3%
OPS
668
Orion Portfolio Solutions
Nebraska
$286K +$912 +21 +0.3%
BJL
669
Brighton Jones LLC
Washington
$283K -$254K -5,860 -43%
IFWM
670
Institute for Wealth Management
Colorado
$277K – – –
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$277K +$4.43K +102 +1%
WMP
672
Wealth Management Partners
Arizona
$276K -$114K -2,634 -26%
TWM
673
Triton Wealth Management
Arizona
$276K -$21.6K -498 -6%
HSA
674
HBK Sorce Advisory
Pennsylvania
$275K -$58.3K -1,343 -15%
BAM
675
Belpointe Asset Management
Nevada
$275K -$358K -8,247 -53%
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