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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
551
Ethic Inc
New York
$277K +$44.8K +474 +13%
OWA
552
One Wealth Advisors
California
$277K +$181K +1,914 +92%
CD
553
Chapin Davis
Maryland
$276K -$250K -2,650 -40%
EH
554
Equitable Holdings
New York
$272K -$67K -709 -15%
UWM
555
United Wealth Management
Virginia
$270K – – –
SOW
556
State of Wyoming
Wyoming
$270K +$369K +3,911 New
RS
557
R Squared
Hong Kong
$270K +$275K +2,910 +291%
BCI
558
Brinker Capital Investments
Pennsylvania
$269K -$358K -3,790 -49%
OPS
559
Orion Portfolio Solutions
Nebraska
$269K -$358K -3,790 -49%
CRI
560
Colonial River Investments
Virginia
$263K +$360K +3,811 New
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$262K – – –
CGA
562
Compound Global Advisors
Washington
$262K +$359K +3,800 New
BCM
563
Brookstone Capital Management
Illinois
$262K +$121K +1,284 +51%
FB
564
Fulton Bank
Pennsylvania
$254K -$89.4K -947 -20%
CA
565
Clune & Associates
Illinois
$253K – – –
EMAM
566
Encompass More Asset Management
California
$250K -$5.67K -60 -2%
SAM
567
Smartleaf Asset Management
Massachusetts
$248K -$30.5K -323 -8%
PAG
568
Private Advisory Group
Washington
$247K -$891K -9,433 -73%
PA
569
Profund Advisors
Maryland
$245K -$39.7K -420 -11%
SWM
570
Spire Wealth Management
Virginia
$243K -$378 -4 -0.1%
PWM
571
Perigon Wealth Management
California
$243K -$699K -7,402 -68%
TCA
572
Transcend Capital Advisors
New Jersey
$241K -$10.6K -112 -3%
RF
573
RHS Financial
California
$240K +$329K +3,479 New
KWA
574
Kingswood Wealth Advisors
California
$233K -$94.4K -1,000 -23%
WJWM
575
Williams Jones Wealth Management
New York
$231K – – –
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