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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
726
IAG Wealth Partners
Wisconsin
$15.3K – – –
GWS
727
Greykasell Wealth Strategies
California
$14.9K +$20.3K +215 New
TCOV
728
Trust Company of Vermont
Vermont
$14.6K – – –
ADL
729
Asset Dedication LLC
California
$14.6K – – –
TCA
730
Trifecta Capital Advisors
Illinois
$14.2K +$17.6K +186 +979%
HPC
731
HM Payson & Co
Maine
$14.1K +$19.3K +204 New
HFM
732
Hartford Financial Management
Connecticut
$13.8K – – –
OPTFSNA
733
Old Point Trust & Financial Services N A
Virginia
$13.8K – – –
RBI
734
Raiffeisen Bank International
Austria
$13.8K – – –
FFO
735
Fortitude Family Office
Arizona
$13.6K – – –
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$13.5K – – –
AF
737
Advisornet Financial
Minnesota
$13.3K -$661 -7 -4%
CAM
738
Chesapeake Asset Management
New York
$13.1K -$95.4K -1,010 -84%
CT
739
Clearstead Trust
Maine
$11.6K +$15.9K +168 New
DMBA
740
Deseret Mutual Benefit Administrators
Utah
$11.2K – – –
W
741
WealthCollab
Washington
$11.1K – – –
NEWAS
742
N.E.W. Advisory Services
Wisconsin
$11.1K +$15.2K +161 New
1IA
743
1620 Investment Advisors
Massachusetts
$10.8K – – –
WIM
744
Westside Investment Management
California
$10.7K – – –
AGWCA
745
Annis Gardner Whiting Capital Advisors
Florida
$10.2K +$755 +8 +6%
PSFG
746
Park Square Financial Group
Georgia
$10.1K +$1.79K +19 +15%
HCA
747
Harbor Capital Advisors
Illinois
$10K +$13.7K +145 New
PP
748
PFS Partners
New Jersey
$9.81K – – –
DIP
749
DT Investment Partners
Pennsylvania
$9.6K – – –
PB
750
Pinnacle Bancorp
Nebraska
$9.6K +$13.1K +139 New
28 29
30
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