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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
501
First Personal Financial Services
North Carolina
$7K – – –
IWM
502
IHT Wealth Management
Illinois
$7K – – –
AWA
503
Acorn Wealth Advisors
Michigan
$7K +$6.05K +97 New
FRA
504
Front Row Advisors
California
$7K +$6.11K +98 New
PCA
505
Providence Capital Advisors
North Carolina
$7K +$6.23K +100 New
MOS
506
MGO One Seven
Ohio
$7K +$6.48K +104 New
TCOV
507
Trust Company of Vermont
Vermont
$7K +$6.54K +105 New
PCP
508
Proficio Capital Partners
Massachusetts
$6K -$6.17K -99 -53%
AIL
509
AGF Investments LLC
Ontario, Canada
$6K – – –
VCM
510
Versant Capital Management
Arizona
$6K – – –
KJWM
511
Kiley Juergens Wealth Management
Washington
$6K +$6.23K +100 New
AF
512
Allworth Financial
California
$5K – – –
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$5K +$374 +6 +10%
DCM
514
Delpha Capital Management
New York
$5K +$4.67K +75 New
WT
515
Whittier Trust
California
$4K -$13.7K -219 -78%
SFSIG
516
San Francisco Sentry Investment Group
California
$4K – – –
FAIM
517
Financial Advocates Investment Management
Washington
$4K +$3.49K +56 New
SPI
518
Santori & Peters Inc
Pennsylvania
$4K +$4.74K +76 New
FIB
519
First Interstate Bank
Montana
$3K – – –
SHJ
520
Sharkey, Howes & Javer
Colorado
$3K – – –
WPA
521
West Paces Advisors
Georgia
$2.49K -$2.68K -43 -54%
OFW
522
Omnia Family Wealth
Florida
$2K -$5.74K -92 -72%
HNB
523
Huntington National Bank
Ohio
$2K -$3.12K -50 -63%
BWM
524
Baystate Wealth Management
Massachusetts
$2K – – –
HR
525
Howe & Rusling
New York
$2K – – –
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