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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$13K – – –
CCM
527
Cribstone Capital Management
Maine
$13K – – –
DAM
528
Delta Asset Management
Tennessee
$13K +$13.3K +150 New
ONST
529
Old North State Trust
North Carolina
$12K – – –
GI
530
Gradient Investments
Minnesota
$12K +$353 +4 +3%
BBHC
531
Brown Brothers Harriman & Co
New York
$12K +$2.56K +29 +27%
LWM
532
Liberty Wealth Management
California
$12K +$12.5K +141 New
CFG
533
Citizens Financial Group
Rhode Island
$9K -$707 -8 -8%
BFEC
534
Benjamin F. Edwards & Company
Missouri
$9K – – –
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
LWA
536
Lenox Wealth Advisors
New York
$9K – – –
PCA
537
Providence Capital Advisors
North Carolina
$9K – – –
HPC
538
HM Payson & Co
Maine
$8K -$44.2K -500 -85%
MCM
539
MV Capital Management
Maryland
$7K -$1.59K -18 -18%
VCM
540
Versant Capital Management
Arizona
$7K -$265 -3 -3%
AWM
541
AllSquare Wealth Management
New York
$7K – – –
AAP
542
Arax Advisory Partners
Colorado
$7K – – –
GWMIA
543
Global Wealth Management Investment Advisory
Florida
$7K – – –
SFSIG
544
San Francisco Sentry Investment Group
California
$7K – – –
IFAM
545
Institutional & Family Asset Management
Colorado
$6K – – –
RIA
546
Realta Investment Advisors
Delaware
$6K – – –
GAM
547
Gemmer Asset Management
California
$6K +$442 +5 +8%
AIM
548
Anchor Investment Management
South Carolina
$5.48K – – –
FHA
549
Flagship Harbor Advisors
Massachusetts
$5K – – –
CI
550
CX Institutional
Indiana
$5K +$442 +5 +10%
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22
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