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Delta Air Lines
DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$209K +$33.1K +561 +19%
PK
902
Pflug Koory
Nebraska
$208K – – –
PIA
903
Perennial Investment Advisors
California
$207K +$202K +3,420 New
GWM
904
Geneos Wealth Management
Colorado
$206K +$32.7K +553 +19%
MAS
905
MPWM Advisory Solutions
Georgia
$206K +$201K +3,397 New
AO
906
Advisor OS
Illinois
$205K +$200K +3,392 New
WJWM
907
Williams Jones Wealth Management
New York
$205K +$200K +3,390 New
CWIG
908
Chung Wu Investment Group
Texas
$204K +$200K +3,380 New
ICMM
909
Integrated Capital Management (Michigan)
Michigan
$204K -$56.2K -951 -22%
CAM
910
CPA Asset Management
Florida
$204K +$199K +3,365 New
FPWM
911
FSB Premier Wealth Management
Iowa
$202K +$197K +3,344 New
SWM
912
Spire Wealth Management
Virginia
$201K +$24.6K +417 +14%
CPA
913
Capital Performance Advisors
California
$201K -$1.24K -21 -0.6%
KWA
914
Kingswood Wealth Advisors
California
$200K -$131K -2,213 -40%
LI
915
LRI Investments
Florida
$199K -$11.5K -195 -6%
OAM
916
Ostrum Asset Management
France
$199K -$8.09K -137 -4%
HPC
917
HM Payson & Co
Maine
$193K +$168K +2,842 +803%
MG
918
Mather Group
Illinois
$186K +$6.26K +106 +4%
CPBTD
919
Central Pacific Bank - Trust Division
Hawaii
$181K – – –
PMFA
920
Plante Moran Financial Advisors
Michigan
$172K +$4.25K +72 +3%
MA
921
Montag & Associates
Georgia
$171K -$59 -1 -0%
FHA
922
First Horizon Advisors
Tennessee
$164K +$114K +1,934 +250%
SWM
923
Sugarloaf Wealth Management
Georgia
$163K +$15.5K +262 +11%
TWC
924
TD Waterhouse Canada
Ontario, Canada
$162K -$607K -10,274 -79%
WSC
925
Wellington Shields & Co
New York
$159K – – –
35 36
37
38 39