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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
701
Level Four Advisory Services
Texas
$242K +$1.92K +19 +0.9%
RF
702
RHS Financial
California
$242K +$219K +2,164 New
PFM
703
Patton Fund Management
Texas
$241K -$94.7K -937 -30%
OCM
704
One Capital Management
California
$241K – – –
WI
705
Wahed Invest
New York
$241K -$8.19K -81 -4%
QWP
706
Quotient Wealth Partners
Texas
$241K -$9.2K -91 -4%
HFS
707
Hantz Financial Services
Michigan
$240K +$77.8K +770 +56%
OBWG
708
Onyx Bridge Wealth Group
New York
$240K -$3.74K -37 -2%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$239K -$9.4K -93 -4%
BAM
710
Belpointe Asset Management
Nevada
$238K +$215K +2,127 New
GM
711
GeoWealth Management
Illinois
$236K +$4.24K +42 +2%
AWM
712
Avior Wealth Management
Nebraska
$235K +$213K +2,103 New
HWM
713
Hohimer Wealth Management
Washington
$234K -$71.7K -710 -25%
SL
714
Sentinus LLC
Illinois
$234K +$212K +2,093 New
SWM
715
Spire Wealth Management
Virginia
$233K +$1.31K +13 +0.6%
KWM
716
Kingsview Wealth Management
Oregon
$231K +$209K +2,070 New
FDW
717
Fourth Dimension Wealth
Ohio
$230K – – –
HP
718
Havemeyer Place
Connecticut
$229K +$207K +2,050 New
LWM
719
Lionshead Wealth Management
New York
$229K +$207K +2,046 New
WWM
720
Westwood Wealth Management
California
$229K +$207K +2,046 New
SIA
721
Soltis Investment Advisors
Utah
$229K +$207K +2,045 New
TCM
722
Teza Capital Management
Illinois
$228K +$206K +2,038 New
WHG
723
Westwood Holdings Group
Texas
$228K +$206K +2,037 New
QFA
724
Quantum Financial Advisors
California
$227K +$205K +2,028 New
JC
725
JB Capital
Connecticut
$226K +$204K +2,021 New
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