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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
576
WealthPlan Investment Management
Nebraska
$546K +$58.5K +565 +16%
RRA
577
Round Rock Advisors
Connecticut
$545K – – –
VWM
578
Venturi Wealth Management
Texas
$542K +$413K +3,985 New
IAS
579
Insigneo Advisory Services
Florida
$539K -$24.9K -240 -6%
AWM
580
Act Wealth Management
Texas
$536K -$36.2K -349 -8%
PE
581
PCM Encore
Colorado
$533K +$3.63K +35 +0.9%
IIA
582
IPG Investment Advisors
California
$530K +$51.8K +500 +15%
LAM
583
LECAP Asset Management
United Kingdom
$530K -$163K -1,576 -29%
HFS
584
Hantz Financial Services
Michigan
$529K -$231K -2,229 -36%
LA
585
LVW Advisors
New York
$525K +$16.8K +162 +4%
DWM
586
Diversify Wealth Management
Utah
$525K -$311 -3 -0.1%
DAS
587
Diversify Advisory Services
Utah
$525K +$451K +4,356 New
CA
588
Clune & Associates
Illinois
$515K – – –
AAA
589
American Alpha Advisors
New York
$515K +$6.63K +64 +2%
C
590
Certuity
Florida
$503K +$43.7K +422 +13%
ACA
591
Aptus Capital Advisors
Alabama
$501K -$20.3K -196 -5%
CA
592
Clearstead Advisors
Ohio
$498K -$1.45M -13,994 -79%
1CP
593
17 Capital Partners
Arizona
$490K – – –
CWM
594
Cornerstone Wealth Management
Missouri
$489K +$114K +1,100 +44%
NFG
595
Nations Financial Group
Iowa
$489K -$23.1K -223 -6%
AFP
596
Ausdal Financial Partners
Iowa
$485K -$63.6K -614 -15%
VA
597
VestGen Advisors
Illinois
$482K +$88.4K +853 +32%
BP
598
Ballentine Partners
Massachusetts
$480K +$29.1K +281 +9%
VFA
599
Valeo Financial Advisors
Indiana
$477K +$73.4K +709 +25%
ASN
600
Advisory Services Network
Georgia
$475K -$16.1K -155 -4%
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