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Southwest Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$601K +$23.1K +736 +5%
NAM
377
Nissay Asset Management
Japan
$597K +$7.78K +248 +2%
TFO
378
Tarbox Family Office
California
$593K -$972 -31 -0.2%
Capstone Investment Advisors
379
Capstone Investment Advisors
New York
$593K -$340K -10,832 -40%
CSIC
380
Clifford Swan Investment Counsel
California
$589K
RC
381
Roundview Capital
New Jersey
$588K +$23.8K +760 +5%
FFA
382
Fortune Financial Advisors
Kansas
$582K +$504K +16,069 New
I
383
InceptionR
California
$581K +$503K +16,055 New
BG
384
Bahl & Gaynor
Ohio
$578K -$251 -8 -0.1%
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$570K +$17.2K +549 +4%
PA
386
Parallel Advisors
California
$568K -$74.7K -2,382 -13%
PK
387
Pflug Koory
Nebraska
$564K
EWS
388
Evergreen Wealth Solutions
Pennsylvania
$560K +$35.8K +1,141 +8%
SWM
389
Sendero Wealth Management
Texas
$557K +$482K +15,388 New
AA
390
ALPS Advisors
Colorado
$557K +$172K +5,475 +55%
Federated Hermes
391
Federated Hermes
Pennsylvania
$553K -$2.53M -80,732 -84%
BDA
392
Borer Denton & Associates
Pennsylvania
$552K
IFG
393
Independent Financial Group
California
$549K -$94K -2,997 -17%
NSEDCP
394
NJ State Employees Deferred Compensation Plan
New Jersey
$543K
SACTSONJ
395
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$543K
BRWA
396
B. Riley Wealth Advisors
Florida
$541K -$1.1K -35 -0.2%
GIBU
397
Gulf International Bank (UK)
United Kingdom
$538K -$142K -4,526 -23%
MC
398
Maverick Capital
Texas
$533K +$462K +14,727 New
PP
399
Patten & Patten
Tennessee
$530K -$278K -8,856 -38%
MGIA
400
Moneta Group Investment Advisors
Missouri
$528K -$82.6K -2,634 -15%