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United Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
501
Tarbox Family Office
California
$2K
RVM
502
Robinson Value Management
Texas
$2K +$1.69K +39 New
PWMG
503
Prestige Wealth Management Group
New Jersey
$2K +$1.73K +40 New
DC
504
DeDora Capital
California
$2K +$1.82K +42 New
CI
505
Cordant Inc
Oregon
$2K +$1.86K +43 New
LSA
506
Lansing Street Advisors
Pennsylvania
$2K +$2.21K +51 New
RWM
507
Raffa Wealth Management
District of Columbia
$1.76K
GCS
508
Gordian Capital (Singapore)
Singapore
$1K -$43.3K -999 -100%
ZB
509
Zions Bancorporation
Utah
$1K -$954 -22 -65%
SC
510
Schubert & Co
Texas
$1K -$173 -4 -21%
VCM
511
Versant Capital Management
Arizona
$1K -$43 -1 -7%
AssetMark Inc
512
AssetMark Inc
California
$1K
BWM
513
Baystate Wealth Management
Massachusetts
$1K
BHWM
514
Beaird Harris Wealth Management
Texas
$1K
OA
515
Operose Advisors
Wisconsin
$1K
SIS
516
Sound Income Strategies
Florida
$1K
TFM
517
TFC Financial Management
Massachusetts
$1K
TSW
518
Thompson Siegel & Walmsley
Virginia
$1K
TFS
519
TrustCore Financial Services
Tennessee
$1K
TSWM
520
Tyler-Stone Wealth Management
Ohio
$1K
GA
521
GoalVest Advisory
New York
$1K +$607 +14 New
MWM
522
Mascoma Wealth Management
New Hampshire
$1K +$1.04K +24 New
AIP
523
Ahrens Investment Partners
Louisiana
$1K +$1.13K +26 New
IA
524
IndexIQ Advisors
New York
$1K +$1.17K +27 New
DI
525
Disciplined Investments
Oklahoma
$1K +$1.34K +31 New