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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Act Wealth Management
Texas
$405K – – –
MG
502
Marex Group
$404K +$352K +4,165 New
HAS
503
Horizon Advisory Services
New York
$400K +$349K +4,124 New
KA
504
Kovack Advisors
Florida
$395K -$845 -10 -0.2%
RRA
505
Round Rock Advisors
Connecticut
$392K +$2.79K +33 +0.8%
SGI
506
Summit Global Investments
Utah
$390K +$340K +4,016 New
LAM
507
LECAP Asset Management
United Kingdom
$386K +$336K +3,974 New
WMA
508
West Michigan Advisors
Michigan
$385K +$335K +3,964 New
PA
509
Profund Advisors
Maryland
$385K -$20.9K -247 -6%
DO
510
denkapparat Operations
Germany
$380K +$331K +3,918 New
UWM
511
United Wealth Management
Virginia
$380K +$331K +3,913 New
CD
512
Chapin Davis
Maryland
$379K – – –
SAM
513
Smartleaf Asset Management
Massachusetts
$379K +$238K +2,817 +271%
CPIG
514
Chicago Partners Investment Group
Illinois
$379K +$20.5K +243 +7%
GWM
515
Geneos Wealth Management
Colorado
$372K +$16.2K +192 +5%
SBIA
516
Sheaff Brock Investment Advisors
Indiana
$369K – – –
HWM
517
HB Wealth Management
Georgia
$369K +$17K +201 +6%
FHB
518
First Hawaiian Bank
Hawaii
$367K +$319K +3,779 New
RFC
519
Regions Financial Corp
Alabama
$363K -$592 -7 -0.2%
ASN
520
Advisory Services Network
Georgia
$360K -$428K -5,061 -58%
EWA
521
EverSource Wealth Advisors
Alabama
$359K +$11.4K +135 +4%
EMAM
522
Encompass More Asset Management
California
$357K -$79.5K -940 -20%
CA
523
Clune & Associates
Illinois
$356K +$310K +3,667 New
BC
524
Bridgefront Capital
Texas
$355K +$309K +3,659 New
DADC
525
D.A. Davidson & Co
Montana
$355K +$309K +3,654 New
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