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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
501
BDO Wealth Advisors
Florida
$13K +$11K +225 New
PFPT
502
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K -$2.15K -44 -14%
HFM
503
Hartford Financial Management
Connecticut
$12K – – –
HDIM
504
Hanson & Doremus Investment Management
Vermont
$11K – – –
WLPWM
505
Walled Lake Planning & Wealth Management
Illinois
$11K – – –
SLF
506
Sun Life Financial
Ontario, Canada
$11K +$440 +9 +5%
AF
507
Advisornet Financial
Minnesota
$11K +$8.94K +183 New
ACM
508
AUA Capital Management
Pennsylvania
$10K – – –
EWM
509
Edge Wealth Management
New York
$10K – – –
EWA
510
Evolution Wealth Advisors
Florida
$10K – – –
NL
511
NVWM LLC
Pennsylvania
$10K – – –
EP
512
Eudaimonia Partners
Tennessee
$10K +$8.55K +175 New
VCM
513
Versant Capital Management
Arizona
$9K -$2.15K -44 -22%
IPW
514
IronBridge Private Wealth
Texas
$9K – – –
FI
515
FormulaFolio Investments
Michigan
$8K -$399K -8,180 -98%
ONST
516
Old North State Trust
North Carolina
$8K – – –
LC
517
Lindbrook Capital
California
$8K +$586 +12 +10%
WP
518
WealthShield Partners
North Carolina
$8K +$6.59K +135 New
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
MFT
520
Moisand Fitzgerald Tamayo
Florida
$7K – – –
TF
521
TimeScale Financial
Massachusetts
$7K – – –
IFAM
522
Institutional & Family Asset Management
Colorado
$7K +$2.44K +50 +71%
AWC
523
Abundance Wealth Counselors
Pennsylvania
$7K +$5.57K +114 New
FFA
524
Freedman Financial Associates
Massachusetts
$6K – – –
HCM
525
Highlander Capital Management
New Jersey
$6K – – –
19 20
21
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