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Delta Air Lines
DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
1076
Altar Rock
New York
$243K +$196K +2,592 New
FP
1077
Financial Perspectives
Minnesota
$243K – – –
TH
1078
TCTC Holdings
Texas
$242K +$195K +2,579 New
CA
1079
Chatterton & Associates
California
$240K +$204K +2,701 New
KP
1080
Keel Point
Alabama
$240K +$193K +2,562 New
MA
1081
Montag & Associates
Georgia
$240K +$906 +12 +0.5%
FWP
1082
Flatrock Wealth Partners
California
$240K -$73.9K -979 -28%
RPGK
1083
Retirement Planning Group (Kansas)
Kansas
$238K +$192K +2,543 New
FFS
1084
Founders Financial Securities
Maryland
$238K +$192K +2,540 New
LWPC
1085
Legacy Wealth Partners (Colorado)
Colorado
$237K +$191K +2,534 New
SA
1086
Strategic Advisors
New York
$237K +$191K +2,534 New
CFS
1087
Cannon Financial Strategists
Georgia
$237K +$191K +2,533 New
EP
1088
E6 Portfolios
Utah
$237K +$191K +2,532 New
CA
1089
Claro Advisors
Massachusetts
$236K +$190K +2,520 New
PSA
1090
Plum Street Advisors
Louisiana
$236K +$190K +2,518 New
TLP
1091
Trinity Legacy Partners
Texas
$236K +$205K +2,720 New
FRA
1092
Frank Rimerman Advisors
California
$236K +$190K +2,516 New
VCM
1093
Voleon Capital Management
California
$236K +$190K +2,516 New
WMA
1094
West Michigan Advisors
Michigan
$236K +$190K +2,516 New
AWA
1095
Arbor Wealth Advisors
Michigan
$234K +$189K +2,500 New
CFM
1096
Catalyst Funds Management
Australia
$234K +$189K +2,500 New
LEA
1097
Legacy Edge Advisors
New York
$234K +$189K +2,500 New
NCM
1098
Next Capital Management
New York
$234K +$189K +2,500 New
BTIM
1099
BancFirst Trust & Investment Management
Oklahoma
$234K +$190K +2,511 New
SWM
1100
Stronghold Wealth Management
Florida
$233K +$188K +2,492 New
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