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Delta Air Lines
DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
801
Physicians Financial Services
North Carolina
$251K – – –
SWM
802
Spire Wealth Management
Virginia
$250K +$106K +2,298 +82%
IIC
803
Integrated Investment Consultants
Michigan
$247K +$231K +5,026 New
SFC
804
SYM Financial Corp
Indiana
$247K +$231K +5,024 New
GWANC
805
Guardian Wealth Advisors (North Carolina)
North Carolina
$247K +$7.21K +157 +3%
TCA
806
Trifecta Capital Advisors
Illinois
$246K +$230K +5,001 +45,464%
VP
807
Verum Partners
North Carolina
$246K -$918 -20 -0.4%
CI
808
Corient IA
Florida
$246K – – –
PCM
809
Ping Capital Management
New York
$246K +$230K +5,000 New
GSIAS
810
Garden State Investment Advisory Services
New Jersey
$242K +$7.76K +169 +4%
TSS
811
Two Sigma Securities
New York
$241K +$225K +4,900 New
TCWM
812
Total Clarity Wealth Management
Illinois
$241K +$225K +4,891 New
LA
813
Lifeworks Advisors
Michigan
$239K +$223K +4,862 New
MSR
814
Main Street Research
Connecticut
$239K +$223K +4,860 New
ICP
815
Impact Capital Partners
Colorado
$238K +$222K +4,839 New
CWM
816
Compass Wealth Management
Connecticut
$237K -$23K -500 -9%
SIM
817
Sentry Investment Management
Wisconsin
$237K -$116K -2,533 -35%
FSC
818
Full Sail Capital
Oklahoma
$237K +$221K +4,817 New
OR
819
Olympiad Research
Connecticut
$237K -$247K -5,383 -53%
EA
820
Everpar Advisors
Oklahoma
$236K +$221K +4,807 New
WWM
821
Westwood Wealth Management
California
$236K – – –
MAC
822
Mason & Associates (California)
California
$236K -$13.3K -290 -6%
PWM
823
Palumbo Wealth Management
New York
$236K +$220K +4,791 New
CFA
824
Cahill Financial Advisors
Minnesota
$235K -$2.94K -64 -1%
PCMC
825
Paragon Capital Management (Colorado)
Colorado
$235K +$220K +4,782 New
31 32
33
34 35