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Southwest Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
451
Integrated Wealth Concepts
Massachusetts
$270K +$17.8K +547 +6%
ASN
452
Advisory Services Network
Georgia
$269K -$653 -20 -0.2%
GBT
453
Grove Bank & Trust
Florida
$269K
IFWM
454
Institute for Wealth Management
Colorado
$265K -$1.47K -45 -0.5%
SC
455
Savant Capital
Illinois
$262K -$18.9K -578 -6%
GRP
456
Global Retirement Partners
California
$262K -$68.4K -2,097 -18%
KAS
457
KPP Advisory Services
Kentucky
$261K +$315K +9,658 New
ARC
458
Advisor Resource Council
Texas
$261K
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$259K -$78K -2,392 -20%
JFG
460
Jefferies Financial Group
New York
$258K +$311K +9,541 New
MC
461
Maverick Capital
Texas
$258K -$169K -5,194 -35%
CW
462
CreativeOne Wealth
Kansas
$258K -$3.07K -94 -1%
SBIA
463
Sheaff Brock Investment Advisors
Indiana
$255K +$22.8K +700 +8%
GWM
464
Geneos Wealth Management
Colorado
$254K -$2.64K -81 -0.9%
BCI
465
Brinker Capital Investments
Pennsylvania
$254K -$11.5K -351 -4%
OPS
466
Orion Portfolio Solutions
Nebraska
$254K -$11.5K -351 -4%
Wealthfront Advisers
467
Wealthfront Advisers
California
$254K -$98.1K -3,006 -24%
WANY
468
Wealthspire Advisors (New York)
New York
$253K -$2.87K -88 -0.9%
SLI
469
Sumitomo Life Insurance
Japan
$250K -$12.9K -394 -4%
SG
470
StoneX Group
New York
$247K +$298K +9,137 New
HGWM
471
Horst & Graben Wealth Management
Oregon
$246K +$1.3K +40 +0.4%
SB
472
Simmons Bank
Arkansas
$245K
AIM
473
Acropolis Investment Management
Missouri
$242K -$65 -2 -0%
AAS
474
Annex Advisory Services
Wisconsin
$241K -$145K -4,448 -33%
PFPT
475
Pinnacle Financial Partners (Tennessee)
Tennessee
$235K