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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$296K +$226K +2,180 New
UB
702
UMB Bank
Missouri
$296K +$311 +3 +0.1%
IWM
703
IHT Wealth Management
Illinois
$292K -$84.2K -813 -27%
OBWG
704
Onyx Bridge Wealth Group
New York
$291K +$222K +2,143 New
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$291K +$414 +4 +0.2%
RPCONE
706
Retirement Planning Company of New England
Rhode Island
$287K +$219K +2,114 New
KAM
707
Knightsbridge Asset Management
California
$284K -$154K -1,485 -42%
RSWM
708
Robertson Stephens Wealth Management
California
$284K +$216K +2,089 New
SACTSONJ
709
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K -$11.4K -110 -5%
CNB
710
Camden National Bank
Maine
$282K +$215K +2,076 New
SOW
711
State of Wyoming
Wyoming
$281K -$112K -1,085 -34%
EGA
712
E&G Advisors
Texas
$281K +$214K +2,064 New
FDW
713
Fourth Dimension Wealth
Ohio
$280K – – –
MFS
714
Mattson Financial Services
Michigan
$279K -$25.4K -245 -9%
LWM
715
Lionshead Wealth Management
New York
$278K +$212K +2,044 New
WI
716
Wahed Invest
New York
$278K -$6.84K -66 -3%
WHG
717
Westwood Holdings Group
Texas
$276K +$210K +2,032 New
JC
718
JB Capital
Connecticut
$275K +$209K +2,022 New
CCA
719
Childress Capital Advisors
Texas
$275K +$209K +2,020 New
BAM
720
Bosun Asset Management
Illinois
$272K +$207K +2,000 New
NG
721
Northstar Group
New York
$272K +$207K +2,000 New
FVWA
722
Foster Victor Wealth Advisors
South Carolina
$271K – – –
A
723
Allianz
Germany
$269K -$543K -5,241 -73%
MFG
724
Magnus Financial Group
New York
$269K +$205K +1,977 New
ACM
725
Advisors Capital Management
New Jersey
$269K +$205K +1,976 New
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