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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
726
Magnus Financial Group
New York
$269K +$205K +1,977 New
ACM
727
Advisors Capital Management
New Jersey
$269K +$205K +1,976 New
WGS
728
Washington Growth Strategies
District of Columbia
$266K +$203K +1,957 New
OCA
729
OpenArc Corporate Advisory
Georgia
$263K +$200K +1,932 New
SI
730
Stephens Inc
Arkansas
$263K +$192K +1,849 New
BC
731
Bayforest Capital
United Kingdom
$260K +$198K +1,912 New
MW
732
MBL Wealth
North Carolina
$259K +$198K +1,908 New
5NPW
733
55 North Private Wealth
Florida
$259K +$197K +1,904 New
GVAG
734
Great Valley Advisor Group
Delaware
$258K +$197K +1,902 New
QFA
735
Quantum Financial Advisors
California
$254K +$194K +1,870 New
BMSSC
736
B. Metzler seel. Sohn & Co
Germany
$254K +$193K +1,867 New
RF
737
RHS Financial
California
$253K +$193K +1,860 New
SWA
738
Sax Wealth Advisors
New Jersey
$252K +$311 +3 +0.1%
TCWA
739
Turtle Creek Wealth Advisors
Texas
$249K +$190K +1,832 New
MAS
740
MPWM Advisory Solutions
Georgia
$249K – – –
BAM
741
Belpointe Asset Management
Nevada
$247K +$188K +1,814 New
CFP
742
Catalyst Financial Partners
Massachusetts
$246K -$38.7K -374 -17%
IP
743
Indivisible Partners
Florida
$246K +$187K +1,806 New
FOA
744
Five Oceans Advisors
California
$245K +$187K +1,804 New
LWA
745
LifeGoal Wealth Advisors
New York
$245K +$187K +1,804 New
MWM
746
Modern Wealth Management
Kansas
$245K +$187K +1,802 New
AHL
747
Abel Hall LLC
Louisiana
$245K +$187K +1,802 New
TWM
748
Triton Wealth Management
Arizona
$245K +$201K +1,940 New
LC
749
Landaas & Company
Wisconsin
$245K +$186K +1,800 New
QFW
750
QTR Family Wealth
Florida
$243K +$185K +1,786 New
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