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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
551
Old North State Trust
North Carolina
$11K – – –
PI
552
PineBridge Investments
New York
$9K +$9.2K +109 New
CFG
553
Citizens Financial Group
Rhode Island
$9K +$9.71K +115 New
BFEC
554
Benjamin F. Edwards & Company
Missouri
$8K – – –
LWA
555
Lenox Wealth Advisors
New York
$8K – – –
PCA
556
Providence Capital Advisors
North Carolina
$8K – – –
VCM
557
Versant Capital Management
Arizona
$8K – – –
WCM
558
WealthBridge Capital Management
Ohio
$8K – – –
SNT
559
Security National Trust
West Virginia
$7K -$6.33K -75 -47%
SFSIG
560
San Francisco Sentry Investment Group
California
$7K -$4.05K -48 -36%
SMFS
561
Squar Milner Financial Services
California
$7K – – –
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.52K +18 +24%
FHA
563
Flagship Harbor Advisors
Massachusetts
$7K +$5.06K +60 +200%
BBHC
564
Brown Brothers Harriman & Co
New York
$7K +$7.93K +94 New
AWM
565
AllSquare Wealth Management
New York
$6K – – –
GWMIA
566
Global Wealth Management Investment Advisory
Florida
$6K – – –
IFAM
567
Institutional & Family Asset Management
Colorado
$6K – – –
LFG
568
Larson Financial Group
Missouri
$6K – – –
MCM
569
MV Capital Management
Maryland
$6K +$2.19K +26 +48%
GAM
570
Gemmer Asset Management
California
$5K +$2.95K +35 +121%
MFW
571
Mosaic Family Wealth
Missouri
$5K +$5.32K +63 New
AIM
572
Anchor Investment Management
South Carolina
$4.95K – – –
EWM
573
Edge Wealth Management
New York
$4K – – –
SHJ
574
Sharkey, Howes & Javer
Colorado
$4K – – –
WCG
575
Weaver Consulting Group
California
$4K +$4.22K +50 New
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