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Southwest Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$47.2K -1,073 -39%
QC
802
Quent Capital
New York
$77K +$21.8K +496 +42%
BFC
803
Bedel Financial Consulting
Indiana
$76K
FMP
804
Financial Management Professionals
Texas
$75K -$57.1K -1,299 -44%
CA
805
Clearstead Advisors
Ohio
$75K +$28.7K +653 +66%
HA
806
Herold Advisors
New York
$73.3K +$70.3K +1,600 New
FF
807
FourThought Financial
Florida
$73K +$42.6K +969 +156%
SWM
808
Spire Wealth Management
Virginia
$71K -$189K -4,296 -74%
CM
809
Castleark Management
Illinois
$71K
KA
810
Kozak & Associates
Colorado
$70K
PI
811
PineBridge Investments
New York
$69K +$6.55K +149 +11%
RFWA
812
RPg Family Wealth Advisory
Massachusetts
$67.1K
PA
813
PSI Advisors
Florida
$66K +$7.69K +175 +14%
BHWM
814
Beaird Harris Wealth Management
Texas
$64K
RTC
815
Riverview Trust Company
Washington
$64K
BBHC
816
Brown Brothers Harriman & Co
New York
$63K -$99K -2,252 -62%
CT
817
Caldwell Trust
Florida
$59.8K
AWM
818
Accel Wealth Management
Iowa
$59K
CT
819
Cambridge Trust
Massachusetts
$58K -$15.2K -345 -21%
TFA
820
Toth Financial Advisory
Virginia
$57K +$659 +15 +1%
PMFA
821
Plante Moran Financial Advisors
Michigan
$57K +$2.02K +46 +4%
CFO
822
CVA Family Office
Colorado
$55K -$36K -820 -41%
TCM
823
Tradewinds Capital Management
Washington
$53K
CFFP
824
Center for Financial Planning
Michigan
$52K
ACM
825
Aquatic Capital Management
Illinois
$50K +$48.4K +1,100 New