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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Smartleaf Asset Management
Massachusetts
$525K +$14.9K +142 +2%
IFG
527
Independent Financial Group
California
$524K +$196K +1,874 +49%
VCM
528
Versant Capital Management
Arizona
$512K +$22K +210 +4%
WA
529
Waddell & Associates
Tennessee
$509K +$371K +3,536 +178%
KF
530
Krilogy Financial
Missouri
$508K +$44.1K +421 +9%
LAM
531
LECAP Asset Management
United Kingdom
$504K +$85.3K +814 +17%
CCMT
532
CMT Capital Markets Trading
Germany
$501K +$51.7K +493 +10%
TG
533
TCW Group
California
$500K +$27.3K +261 +5%
UOTTAIMCU
534
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$499K +$568K +5,419 New
KCM
535
Kendall Capital Management
Maryland
$498K -$114K -1,090 -17%
RF
536
Rossby Financial
Florida
$494K +$63.4K +605 +13%
FB
537
Fulton Bank
Pennsylvania
$485K +$170K +1,626 +45%
IAA
538
Independent Advisor Alliance
North Carolina
$481K +$31K +296 +6%
PCM
539
Prelude Capital Management
New York
$473K -$32.8K -313 -6%
TA
540
TFB Advisors
Kansas
$471K -$75.3K -719 -12%
SAI
541
Systematic Alpha Investments
New Jersey
$465K – – –
LOAMS
542
Lombard Odier Asset Management (Switzerland)
Switzerland
$464K +$528K +5,035 New
F1I
543
Fund 1 Investments
Puerto Rico
$460K +$524K +5,000 New
WIC
544
Water Island Capital
New York
$460K +$524K +5,000 New
APG
545
Abacus Planning Group
South Carolina
$460K +$94.9K +906 +22%
MNBTD
546
Moody National Bank Trust Division
Texas
$456K -$7.86K -75 -1%
VAG
547
VisionPoint Advisory Group
Texas
$456K -$23.1K -220 -4%
EWA
548
EP Wealth Advisors
California
$450K -$31.4K -300 -6%
MK
549
MASTERINVEST Kapitalanlage
$445K – – –
I
550
InceptionR
California
$442K +$503K +4,805 New
20 21
22
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