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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
501
Hartford Financial Management
Connecticut
$12K – – –
HDIM
502
Hanson & Doremus Investment Management
Vermont
$11K – – –
WLPWM
503
Walled Lake Planning & Wealth Management
Illinois
$11K – – –
SLF
504
Sun Life Financial
Ontario, Canada
$11K +$440 +9 +5%
AF
505
Advisornet Financial
Minnesota
$11K +$8.94K +183 New
ACM
506
AUA Capital Management
Pennsylvania
$10K – – –
EWM
507
Edge Wealth Management
New York
$10K – – –
EWA
508
Evolution Wealth Advisors
Florida
$10K – – –
NL
509
NVWM LLC
Pennsylvania
$10K – – –
EP
510
Eudaimonia Partners
Tennessee
$10K +$8.55K +175 New
VCM
511
Versant Capital Management
Arizona
$9K -$2.15K -44 -22%
IPW
512
IronBridge Private Wealth
Texas
$9K – – –
FI
513
FormulaFolio Investments
Michigan
$8K -$399K -8,180 -98%
ONST
514
Old North State Trust
North Carolina
$8K – – –
LC
515
Lindbrook Capital
California
$8K +$586 +12 +10%
WP
516
WealthShield Partners
North Carolina
$8K +$6.59K +135 New
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
MFT
518
Moisand Fitzgerald Tamayo
Florida
$7K – – –
TF
519
TimeScale Financial
Massachusetts
$7K – – –
IFAM
520
Institutional & Family Asset Management
Colorado
$7K +$2.44K +50 +71%
AWC
521
Abundance Wealth Counselors
Pennsylvania
$7K +$5.57K +114 New
AIG
522
American International Group
New York
$6.79K +$1.23M +25,219 +27%
FFA
523
Freedman Financial Associates
Massachusetts
$6K – – –
HCM
524
Highlander Capital Management
New Jersey
$6K – – –
LWA
525
Lenox Wealth Advisors
New York
$6K – – –
19 20
21
22 23