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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
576
Pacific Center for Financial Services
California
$1.55K +$1.68K +35 New
SSC
577
Syverson Strege & Co
Iowa
$1.5K +$1.63K +34 New
PFA
578
Pathway Financial Advisers
Indiana
$1.33K – – –
GIA
579
GHP Investment Advisors
Colorado
$1.11K – – –
CAM
580
Chesapeake Asset Management
New York
$1.11K +$1.2K +25 New
HCP
581
Hexagon Capital Partners
Arkansas
$1.06K +$48 +1 +4%
PWMG
582
Prestige Wealth Management Group
New Jersey
$1.06K +$1.15K +24 New
MWM
583
Mascoma Wealth Management
New Hampshire
$1.05K – – –
TFM
584
TFC Financial Management
Massachusetts
$1.02K – – –
GCS
585
Gordian Capital (Singapore)
Singapore
$1K – – –
ECM
586
Everence Capital Management
Indiana
$966 – – –
BHWM
587
Beaird Harris Wealth Management
Texas
$885 -$4.31K -90 -82%
BWM
588
Baystate Wealth Management
Massachusetts
$885 – – –
TCA
589
Trifecta Capital Advisors
Illinois
$841 – – –
EBA
590
Eagle Bay Advisors
New York
$797 – – –
CWC
591
Carolinas Wealth Consulting
North Carolina
$708 – – –
OA
592
Operose Advisors
Wisconsin
$575 – – –
BWS
593
Buck Wealth Strategies
Colorado
$575 +$623 +13 New
GFPC
594
Global Financial Private Client
Florida
$520 – – –
CWA
595
Clearview Wealth Advisors
Oregon
$443 -$719 -15 -60%
TWP
596
TFO Wealth Partners
Ohio
$310 -$48 -1 -13%
TWD
597
True Wealth Design
Ohio
$310 – – –
RAM
598
Riggs Asset Management
Pennsylvania
$310 +$335 +7 New
VCM
599
Versant Capital Management
Arizona
$177 – – –
CI
600
Clal Insurance
Israel
– -$11.2M -298,320 Closed
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24
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