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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
526
Lenox Wealth Advisors
New York
$6K – – –
TCOV
527
Trust Company of Vermont
Vermont
$6K – – –
TFGT
528
TS Financial Group (TSFG)
Illinois
$6K – – –
SSB
529
Sandy Spring Bank
Maryland
$5K -$25.6K -525 -85%
WWMSC
530
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.54K +93 New
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$879 -18 -19%
BBHC
532
Brown Brothers Harriman & Co
New York
$4K – – –
IF
533
Ironwood Financial
Arizona
$4K – – –
MLFP
534
MPS Loria Financial Planners
Illinois
$4K – – –
WWM
535
Wolff Wiese Magana
California
$4K – – –
ZB
536
Zions Bancorporation
Utah
$4K +$1.17K +24 +52%
BCPWM
537
Bradley & Co Private Wealth Management
Florida
$4K +$3.13K +64 New
MWP
538
Meridian Wealth Partners
Pennsylvania
$4K +$3.52K +72 New
KFS
539
Kelly Financial Services
Massachusetts
$3.45K +$2.93K +60 New
FHC
540
First Horizon Corporation
Tennessee
$3K – – –
POIA
541
Pin Oak Investment Advisors
Texas
$3K – – –
SIM
542
Sonora Investment Management
Arizona
$3K – – –
TFO
543
Tarbox Family Office
California
$3K – – –
WCM
544
Wealthcare Capital Management
Virginia
$3K +$2.29K +47 New
MF
545
Manchester Financial
California
$3K +$2.44K +50 New
KIG
546
Kessler Investment Group
Indiana
$3K +$2.59K +53 New
ME
547
McIlrath & Eck
Washington
$3K +$2.73K +56 New
SIS
548
Sound Income Strategies
Florida
$2.3K +$1.95K +40 New
RWM
549
Raffa Wealth Management
District of Columbia
$2.19K +$98 +2 +6%
APWM
550
Atlas Private Wealth Management
New York
$2K – – –
20 21
22
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