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Delta Air Lines
DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
976
CPA Asset Management
Florida
$224K – – –
MWM
977
Mission Wealth Management
California
$222K +$10.2K +152 +5%
7WCP
978
71 West Capital Partners
Massachusetts
$220K +$222K +3,303 New
SW
979
SlateStone Wealth
Florida
$219K -$39.4K -585 -15%
GI
980
GAMCO Investors
Connecticut
$219K +$222K +3,290 New
BCG
981
Breakwater Capital Group
New Jersey
$219K -$11K -163 -5%
PP
982
PDS Planning
Ohio
$219K +$18.6K +276 +9%
WANY
983
Wealthspire Advisors (New York)
New York
$218K -$292K -4,334 -57%
MPWT
984
MassMutual Private Wealth & Trust
Connecticut
$218K -$27.1K -402 -11%
JSW
985
Journey Strategic Wealth
New Jersey
$217K +$220K +3,267 New
RIA
986
Regal Investment Advisors
Michigan
$217K +$220K +3,260 New
BFA
987
Bragg Financial Advisors
North Carolina
$216K +$1.15K +17 +0.5%
MW
988
MBL Wealth
North Carolina
$215K +$218K +3,238 New
DWM
989
Dakota Wealth Management
Florida
$215K +$1.62K +24 +0.7%
IP
990
Indivisible Partners
Florida
$215K +$7K +104 +3%
MWM
991
Modera Wealth Management
New Jersey
$214K -$41.5K -617 -16%
EWA
992
Exencial Wealth Advisors
Oklahoma
$213K +$216K +3,206 New
FCFC
993
First Commonwealth Financial Corp
Pennsylvania
$212K -$8.75K -130 -4%
BB
994
Bell Bank
North Dakota
$211K +$539 +8 +0.3%
KWM
995
KFG Wealth Management
Indiana
$211K +$135 +2 +0.1%
XWL
996
XXI Wealth LLC
Illinois
$211K +$214K +3,172 New
PK
997
Pflug Koory
Nebraska
$211K – – –
CAI
998
Capital Advisors Inc
Oklahoma
$209K +$212K +3,146 New
CAM
999
Carret Asset Management
New York
$208K – – –
WP
1000
WealthShield Partners
North Carolina
$208K – – –
38 39
40
41 42