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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
401
Cedar Mountain Advisors
Oregon
$11K – – –
PFPT
402
Pinnacle Financial Partners (Tennessee)
Tennessee
$11K – – –
BWL
403
Bogart Wealth LLC
Virginia
$10K -$1.21K -35 -10%
CAGAS
404
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
TWP
405
TFO Wealth Partners
Ohio
$10K – – –
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$10K +$1.07K +31 +13%
WT
407
Whittier Trust
California
$10K +$7.47K +216 +288%
CAL
408
Capital Advisors Ltd
Ohio
$9K – – –
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$9K +$8.65K +250 New
PFA
410
Professional Financial Advisors
Nebraska
$9K +$9.31K +269 New
AAP
411
Arax Advisory Partners
Colorado
$8K -$2.6K -75 -25%
GAM
412
Gemmer Asset Management
California
$8K – – –
IWP
413
IAG Wealth Partners
Wisconsin
$8K – – –
WTC
414
WhitTier Trust Company
Nevada
$8K – – –
TFGT
415
TS Financial Group (TSFG)
Illinois
$7K -$34.6K -1,000 -83%
APWA
416
Atlas Private Wealth Advisors
New Jersey
$7K – – –
DOA
417
D'Orazio & Associates
Virginia
$7K – – –
HFM
418
Hartford Financial Management
Connecticut
$7K – – –
WLPWM
419
Walled Lake Planning & Wealth Management
Illinois
$7K – – –
PCG
420
Private Capital Group
Connecticut
$7K +$415 +12 +6%
ONST
421
Old North State Trust
North Carolina
$7K +$7.4K +214 New
EWM
422
Edge Wealth Management
New York
$6K -$21.9K -633 -78%
ACM
423
AUA Capital Management
Pennsylvania
$6K – – –
EWA
424
Evolution Wealth Advisors
Florida
$6K – – –
HDIM
425
Hanson & Doremus Investment Management
Vermont
$6K – – –
15 16
17
18 19