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Southwest Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$763K -$56.2K -1,297 -7%
AP
477
Advisor Partners
California
$760K +$74.4K +1,717 +12%
BIM
478
Bridgecreek Investment Management
Oklahoma
$746K
KFS
479
Kaizen Financial Strategies
California
$746K +$694K +16,014 New
WAM
480
World Asset Management
Michigan
$744K -$25K -577 -3%
CSIC
481
Clifford Swan Investment Counsel
California
$744K
CHAM
482
Clear Harbor Asset Management
Connecticut
$743K +$8.66K +200 +1%
LMAM
483
Legg Mason Asset Management
Japan
$727K +$675K +15,590 New
NAM
484
Nissay Asset Management
Japan
$724K -$121K -2,801 -15%
NG
485
NatWest Group
United Kingdom
$723K
LCM
486
Leisure Capital Management
California
$722K -$390 -9 -0.1%
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$718K +$667K +15,404 New
SLI
488
Sumitomo Life Insurance
Japan
$716K -$86.9K -2,006 -12%
SWA
489
SFMG Wealth Advisors
Texas
$714K +$103K +2,370 +18%
PA
490
Parallel Advisors
California
$710K +$5.89K +136 +0.9%
IIA
491
IPG Investment Advisors
California
$710K +$246K +5,680 +60%
DWA
492
Douglass Winthrop Advisors
New York
$699K
NSEDCP
493
NJ State Employees Deferred Compensation Plan
New Jersey
$699K
SACTSONJ
494
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$699K
WP
495
Waycross Partners
Kentucky
$699K +$650K +15,000 New
BAM
496
Belpointe Asset Management
Nevada
$697K -$59.4K -1,370 -8%
IWM
497
IHT Wealth Management
Illinois
$688K +$2.95K +68 +0.5%
PK
498
Pflug Koory
Nebraska
$687K +$14.5K +335 +2%
CB
499
Cadence Bank
Mississippi
$683K +$50.8K +1,173 +9%
PA
500
Profund Advisors
Maryland
$678K +$135K +3,120 +27%