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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMF
576
Counterpoint Mutual Funds
California
$339K +$338K +3,513 New
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$336K +$48.3K +502 +17%
IFG
578
Independent Financial Group
California
$334K -$71.7K -746 -18%
IAIM
579
International Assets Investment Management
Florida
$333K – – –
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$333K -$104K -1,081 -24%
VWM
581
Venturi Wealth Management
Texas
$329K +$39.8K +414 +14%
DAS
582
Diversify Advisory Services
Utah
$327K +$1.83K +19 +0.6%
WJWM
583
Williams Jones Wealth Management
New York
$323K -$25.2K -262 -7%
KCP
584
Kera Capital Partners
California
$323K +$30.6K +318 +11%
LCGC
585
Legacy Capital Group California
California
$323K -$8.85K -92 -3%
SAI
586
Savvy Advisors Inc
New York
$319K +$318K +3,308 New
GIA
587
Gateway Investment Advisers
Ohio
$318K +$317K +3,300 New
PP
588
Prudential plc
United Kingdom
$316K – – –
SFC
589
SYM Financial Corp
Indiana
$309K +$4.52K +47 +1%
WS
590
Wedbush Securities
California
$308K -$97.4K -1,013 -24%
CFG
591
Citizens Financial Group
Rhode Island
$307K +$55K +572 +22%
OBAM
592
ODDO BHF Asset Management
France
$304K – – –
CPC
593
Cookson Peirce & Co
Pennsylvania
$303K +$302K +3,141 New
AP
594
Americana Partners
Texas
$302K +$301K +3,128 New
AIP
595
Ameritas Investment Partners
Nebraska
$299K -$12.7K -132 -4%
PFM
596
Patton Fund Management
Texas
$299K -$13K -135 -4%
IAS
597
Insigneo Advisory Services
Florida
$296K +$295K +3,064 New
PSP
598
Pacific Sage Partners
Washington
$295K – – –
NRS
599
Neville Rodie & Shaw
New York
$294K – – –
SFS
600
Solitude Financial Services
Virginia
$290K -$3.85K -40 -1%
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