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Southwest Airlines
LUV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
476
Belpointe Asset Management
Nevada
$438K -$24K -667 -5%
BWM
477
BigSur Wealth Management
Florida
$438K – – –
IP
478
Interval Partners
New York
$438K +$469K +13,000 New
SMDAM
479
Sumitomo Mitsui DS Asset Management
Japan
$437K +$12K +333 +3%
AS
480
Altshuler Shaham
Israel
$436K -$101K -2,800 -18%
TFS
481
Thoroughbred Financial Services
Tennessee
$436K -$1.55K -43 -0.3%
MOS
482
MGO One Seven
Ohio
$435K -$128K -3,543 -22%
MM
483
MQS Management
New York
$430K -$192K -5,320 -29%
AWM
484
Avior Wealth Management
Nebraska
$428K -$144 -4 -0%
GLA
485
Good Life Advisors
Pennsylvania
$428K -$79.3K -2,200 -15%
IAIM
486
International Assets Investment Management
Florida
$426K +$79.8K +2,212 +21%
BCPWM
487
Bradley & Co Private Wealth Management
Florida
$421K -$9.55K -265 -2%
IC
488
Inscription Capital
Texas
$420K -$11.7K -325 -3%
DI
489
DFPG Investments
Utah
$410K +$411K +11,389 New
SAS
490
Stelac Advisory Services
New York
$406K +$88.4K +2,451 +26%
BAM
491
Bellevue Asset Management
Washington
$405K – – –
UCFA
492
United Capital Financial Advisors
Texas
$399K +$27.7K +767 +7%
LEFP
493
Leading Edge Financial Planning
Tennessee
$398K +$245K +6,804 New
AWE
494
Avidian Wealth Enterprises
Texas
$396K -$6.71K -186 -2%
MCM
495
MAI Capital Management
Ohio
$392K -$328K -9,089 -44%
SP
496
Successful Portfolios
Florida
$387K +$18K +499 +5%
VFA
497
Valeo Financial Advisors
Indiana
$384K -$25.6K -709 -6%
WAM
498
Weatherly Asset Management
California
$383K -$24.3K -675 -6%
W
499
WealthOne
New York
$381K -$3.6K -100 -0.9%
CAI
500
Capital Advisors Inc
Oklahoma
$377K +$108 +3 +0%
18 19
20
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