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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
751
Keebeck Wealth Management
Illinois
$241K +$184K +1,772 New
AFGAS
752
Allegiance Financial Group Advisory Services
Virginia
$240K +$183K +1,766 New
PWA
753
Peterson Wealth Advisors
Utah
$240K +$183K +1,763 New
PI
754
PFG Investments
New York
$237K +$181K +1,743 New
CFO
755
Cambient Family Office
Michigan
$237K +$181K +1,743 New
FCP
756
Fidelis Capital Partners
Florida
$236K +$180K +1,733 New
SCM
757
Shelton Capital Management
Colorado
$236K +$179K +1,732 New
PWMAG
758
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$178K +1,716 New
PCS
759
Personal CFO Solutions
New Jersey
$232K +$177K +1,706 New
FF
760
Financial Futures
New Jersey
$232K +$177K +1,706 New
OL
761
one8zero8 LLC
North Carolina
$231K +$176K +1,700 New
IFWM
762
Institute for Wealth Management
Colorado
$229K +$174K +1,682 New
HWM
763
Hohimer Wealth Management
Washington
$228K +$174K +1,680 New
AC
764
Avestar Capital
New York
$228K +$174K +1,679 New
FFA
765
Fragasso Financial Advisors
Pennsylvania
$227K +$173K +1,667 New
GAMA
766
Graticule Asia Macro Advisors
New York
$225K +$172K +1,657 New
APW
767
Aventura Private Wealth
Florida
$225K +$72.5K +700 +73%
CPWM
768
Cypress Point Wealth Management
Texas
$224K +$171K +1,649 New
GSCM
769
Greenfield Seitz Capital Management
Texas
$224K +$171K +1,649 New
SBFM
770
S-Bank Fund Management
Finland
$224K +$171K +1,649 New
KPWS
771
Kestra Private Wealth Services
Texas
$224K +$171K +1,647 New
MCIA
772
Mountain Capital Investment Advisors
Colorado
$224K +$170K +1,644 New
VF
773
Virtu Financial
New York
$223K +$170K +1,641 New
PPWP
774
Premier Path Wealth Partners
New Jersey
$222K +$169K +1,635 New
WC
775
Waterloo Capital
Texas
$222K +$169K +1,629 New
29 30
31
32 33