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Delta Air Lines
DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
751
Winslow Evans & Crocker
Massachusetts
$92K +$28K +770 +51%
EW
752
Evoke Wealth
California
$89K – – –
CFA
753
Carroll Financial Associates
North Carolina
$85K -$1.05K -29 -1%
GI
754
Gradient Investments
Minnesota
$85K – – –
WT
755
Washington Trust
Rhode Island
$82K – – –
FWM
756
ForthRight Wealth Management
Georgia
$81K +$73.1K +2,011 New
PWPS
757
Pinnacle Wealth Planning Services
Ohio
$81K +$73.3K +2,016 New
AP
758
Arlington Partners
Alabama
$80K – – –
IA
759
Inspire Advisors
Idaho
$79K +$71.5K +1,966 New
CAL
760
Capital Advisors Ltd
Ohio
$78K – – –
GC
761
Grace Capital
Massachusetts
$74K +$66.5K +1,829 New
SWM
762
Sugarloaf Wealth Management
Georgia
$73K – – –
FPCG
763
Fort Pitt Capital Group
Pennsylvania
$72K -$3.58M -98,560 -98%
CA
764
Crewe Advisors
Utah
$72K +$17.1K +471 +35%
FTDI
765
First Trust Direct Indexing
Massachusetts
$71K +$64K +1,759 New
SAM
766
Shell Asset Management
Netherlands
$69K – – –
VCG
767
Vantage Consulting Group
Virginia
$69K +$62.6K +1,720 New
HI
768
Hudock Inc
Pennsylvania
$67K -$12.3K -339 -17%
RIA
769
RPG Investment Advisory
California
$66K – – –
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K +$60K +1,650 New
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K -$5.46K -150 -9%
HFS
772
Hantz Financial Services
Michigan
$62K -$275K -7,552 -83%
BBHC
773
Brown Brothers Harriman & Co
New York
$62K -$73.8K -2,029 -57%
PO
774
Private Ocean
California
$62K – – –
GTAM
775
Global Trust Asset Management
Florida
$60K -$7.27K -200 -12%
29 30
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