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United Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$4K +$2.88K +34 +213%
WPA
552
West Paces Advisors
Georgia
$3.24K – – –
CBT
553
Capital Bank & Trust
California
$3K – – –
FRA
554
Front Row Advisors
California
$3K – – –
PG
555
Proffitt & Goodson
Tennessee
$3K – – –
TFO
556
Tarbox Family Office
California
$3K – – –
SMFS
557
Squar Milner Financial Services
California
$2K -$5.92K -70 -74%
BWM
558
Baystate Wealth Management
Massachusetts
$2K -$846 -10 -33%
CIR
559
Clear Investment Research
Georgia
$2K – – –
First Manhattan
560
First Manhattan
New York
$2K – – –
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
YWP
562
YorkBridge Wealth Partners
New York
$2K – – –
GWS
563
Glassman Wealth Services
Virginia
$2K +$254 +3 +20%
AssetMark Inc
564
AssetMark Inc
California
$1K – – –
EWM
565
Executive Wealth Management
Michigan
$1K – – –
NR
566
Newfound Research
Massachusetts
$1K – – –
Fidelity International
567
Fidelity International
Bermuda
$1K +$169 +2 +22%
AF
568
Advisornet Financial
Minnesota
$1K +$592 +7 New
BL
569
Balentine LLC
Georgia
$1K +$762 +9 New
FPFS
570
First Personal Financial Services
North Carolina
$1K +$1.02K +12 New
W
571
WealthStone
Ohio
$612 +$592 +7 New
BCWM
572
Bartlett & Co Wealth Management
Ohio
$438 +$423 +5 New
Point72 Asset Management
573
Point72 Asset Management
Connecticut
– -$93.5M -1,171,995 Closed
Holocene Advisors
574
Holocene Advisors
New York
– -$46.2M -579,608 Closed
JIM
575
Jupiter Investment Management
United Kingdom
– -$31.7M -397,855 Closed