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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
451
HighPoint Advisor Group
Illinois
$582K +$67.6K +918 +14%
WAM
452
Weinberger Asset Management
California
$580K +$884 +12 +0.2%
MSA
453
MUFG Securities Americas
New York
$576K +$104K +1,417 +24%
SF
454
Summit Financial
New Jersey
$568K +$20.8K +283 +4%
LOAMU
455
Lombard Odier Asset Management (USA)
New York
$562K -$225K -3,049 -30%
TRCT
456
Tower Research Capital (TRC)
New York
$556K -$141K -1,918 -22%
CPIG
457
Chicago Partners Investment Group
Illinois
$554K +$90.5K +1,228 +25%
AW
458
Avion Wealth
Texas
$552K -$78.8K -1,069 -13%
KCM
459
Kendall Capital Management
Maryland
$549K – – –
OTL
460
Oak Thistle LLC
New York
$544K +$504K +6,837 New
I
461
InceptionR
California
$534K +$494K +6,708 New
AAS
462
Ameritas Advisory Services
Nebraska
$527K +$488K +6,621 New
SAM
463
Strategy Asset Managers
California
$525K -$13.6K -185 -3%
ALMGDA
464
AG2R La Mondiale Gestion d'Actifs
France
$524K – – –
FFM
465
Forum Financial Management
Illinois
$521K +$29.8K +404 +7%
CD
466
Chapin Davis
Maryland
$510K +$177K +2,400 +60%
DO
467
denkapparat Operations
Germany
$508K -$14.7K -200 -3%
BJL
468
Brighton Jones LLC
Washington
$502K +$465K +6,307 New
AM
469
AGF Management
Ontario, Canada
$499K -$2.01M -27,330 -81%
NA
470
Note Advisors
New York
$498K – – –
HWM
471
HB Wealth Management
Georgia
$497K +$22.4K +304 +5%
SWA
472
Strategies Wealth Advisors
Michigan
$491K -$5.53K -75 -1%
SC
473
Syon Capital
California
$488K +$452K +6,130 New
AG
474
Ascent Group
Virginia
$476K -$135K -1,833 -23%
SFA
475
Sequoia Financial Advisors
Ohio
$473K +$212K +2,884 +94%
17 18
19
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