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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
551
Mosaic Financial Group
Illinois
$432K +$524 +5 +0.1%
KCP
552
Kera Capital Partners
California
$431K -$63.8K -609 -12%
FRA
553
Frank Rimerman Advisors
California
$427K -$3.56K -34 -0.7%
DA
554
Denali Advisors
California
$425K -$210K -2,000 -30%
PWM
555
Perigon Wealth Management
California
$421K -$94.5K -902 -16%
NI
556
NCP Inc
California
$414K +$15.5K +148 +3%
EW
557
Evoke Wealth
California
$414K +$155K +1,477 +49%
CAG
558
Crestwood Advisors Group
Massachusetts
$409K +$80.2K +765 +21%
SCA
559
Snowden Capital Advisors
New York
$407K +$49.4K +471 +12%
JSW
560
Journey Strategic Wealth
New Jersey
$406K +$26.3K +251 +6%
AWM
561
Act Wealth Management
Texas
$395K – – –
PWA
562
Pitcairn Wealth Advisors
Pennsylvania
$395K +$18.1K +173 +5%
AFG
563
Atomi Financial Group
New York
$393K -$66.6K -636 -13%
LIA
564
LBMC Investment Advisors
Tennessee
$393K – – –
SFG
565
SageGuard Financial Group
Tennessee
$389K -$26.7K -255 -6%
IAS
566
Insigneo Advisory Services
Florida
$387K -$105 -1 -0%
MCA
567
MSH Capital Advisors
Arizona
$387K +$12.1K +115 +3%
DWM
568
Diversify Wealth Management
Utah
$386K +$457K +4,359 New
AFP
569
Ausdal Financial Partners
Iowa
$385K +$7.96K +76 +2%
RIL
570
Rothschild Investment LLC
Illinois
$384K +$202K +1,929 +86%
AWS
571
Aspen Wealth Strategies
Colorado
$377K +$17.7K +169 +4%
OIAM
572
OFI Invest Asset Management
France
$376K -$14K -134 -3%
PGFC
573
Peapack-Gladstone Financial Corp
New Jersey
$375K +$21.2K +202 +5%
SAI
574
Savvy Advisors Inc
New York
$375K +$1.78K +17 +0.4%
AO
575
Advisor OS
Illinois
$372K -$1.89K -18 -0.4%
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