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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
626
Crestmont Private Wealth
Texas
$211K +$195K +2,645 New
A
627
AlphaQuest
New York
$210K +$119K +1,613 +157%
BP
628
Ballentine Partners
Massachusetts
$210K +$194K +2,640 New
SWM
629
Spire Wealth Management
Virginia
$209K -$66.2K -898 -25%
CFG
630
Citizens Financial Group
Rhode Island
$208K +$193K +2,614 New
SWP
631
Sagespring Wealth Partners
Tennessee
$208K +$192K +2,610 New
FDS
632
First Dallas Securities
Texas
$207K +$192K +2,600 New
IFU
633
iSAM Funds (UK)
United Kingdom
$206K +$191K +2,589 New
IA
634
Integrity Alliance
Iowa
$206K +$190K +2,585 New
HBT
635
Heartland Bank & Trust
Illinois
$205K +$189K +2,570 New
RFC
636
Regions Financial Corp
Alabama
$204K -$50.8K -689 -21%
RPCONE
637
Retirement Planning Company of New England
Rhode Island
$204K +$189K +2,564 New
AIA
638
Accelerate Investment Advisors
California
$204K +$188K +2,558 New
IA
639
IFP Advisors
Florida
$203K -$115K -1,566 -38%
EB
640
Emprise Bank
Kansas
$201K +$186K +2,522 New
BA
641
Bellwether Advisors
Nebraska
$192K – – –
CA
642
Clearstead Advisors
Ohio
$188K +$15.8K +215 +10%
WI
643
Wahed Invest
New York
$177K +$5.53K +75 +3%
FDP
644
Financiere des Professionnels
Quebec, Canada
$175K +$162K +2,194 New
FDW
645
Fourth Dimension Wealth
Ohio
$164K – – –
SS
646
Sunbelt Securities
Texas
$163K -$14K -190 -10%
AS
647
Altshuler Shaham
Israel
$161K +$15.9K +216 +12%
DAM
648
Delta Asset Management
Tennessee
$159K – – –
UB
649
UMB Bank
Missouri
$159K +$65.2K +885 +80%
GRP
650
Global Retirement Partners
California
$156K +$145K +1,962 New
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