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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
626
GeoWealth Management
Illinois
$120K -$35.5K -376 -18%
LC
627
Lindbrook Capital
California
$118K +$37.8K +400 +31%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K – – –
JAM
629
JCIC Asset Management
Ontario, Canada
$117K -$18.2K -193 -10%
HNB
630
Huntington National Bank
Ohio
$114K -$10.7K -113 -6%
VI
631
Vestcor Inc
New Brunswick, Canada
$112K +$153K +1,624 New
PFBT
632
Parkside Financial Bank & Trust
Missouri
$112K +$3.59K +38 +2%
MG
633
Mather Group
Illinois
$109K +$32K +339 +27%
TLCM
634
Twin Lakes Capital Management
California
$107K – – –
TLA
635
Tanglewood Legacy Advisors
Texas
$104K – – –
PWM
636
Proathlete Wealth Management
Florida
$104K +$142K +1,500 New
TWC
637
TD Waterhouse Canada
Ontario, Canada
$99.4K -$612K -6,481 -82%
AAP
638
Arax Advisory Partners
Colorado
$96.3K -$56.4K -597 -30%
SSB
639
Sandy Spring Bank
Maryland
$95K – – –
LFG
640
Larson Financial Group
Missouri
$94.6K +$24.4K +258 +23%
FCMT
641
Founders Capital Management (Texas)
Texas
$87.7K – – –
VCM
642
Versant Capital Management
Arizona
$86.2K -$9.16K -97 -7%
AA
643
Addison Advisors
Vermont
$86.1K +$2.17K +23 +2%
SC
644
SouthState Corp
Florida
$84.8K +$116K +1,228 New
CFD
645
Creative Financial Designs
Indiana
$76.6K +$14.2K +150 +16%
UB
646
UMB Bank
Missouri
$76.5K +$20K +212 +24%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$71.4K +$30.6K +324 +46%
A
648
AlphaQuest
New York
$71.1K +$89.5K +948 +1,170%
BC
649
Bayforest Capital
United Kingdom
$70.2K +$95.9K +1,016 New
SWIM
650
Smallwood Wealth Investment Management
New Jersey
$69K +$94.4K +1,000 New
24 25
26
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