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United Airlines

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$222K +$169K +1,635 New
WC
777
Waterloo Capital
Texas
$222K +$169K +1,629 New
PP
778
PDS Planning
Ohio
$220K +$168K +1,621 New
DADC
779
D.A. Davidson & Co
Montana
$218K +$166K +1,604 New
HH
780
Hilltop Holdings
Texas
$218K +$166K +1,604 New
EFS
781
Essex Financial Services
Connecticut
$218K +$166K +1,603 New
AR
782
Altar Rock
New York
$217K +$166K +1,598 New
AWM
783
Accurate Wealth Management
Florida
$215K +$176K +1,703 New
RCA
784
Resonant Capital Advisors
Wisconsin
$214K +$163K +1,571 New
GWM
785
Geneos Wealth Management
Colorado
$213K – – –
OAM
786
Occidental Asset Management
California
$213K +$162K +1,563 New
QCM
787
Qsemble Capital Management
New York
$212K +$161K +1,557 New
WCP
788
Wealthcare Capital Partners
Pennsylvania
$209K +$160K +1,540 New
CFS
789
Commonwealth Financial Services
West Virginia
$208K +$159K +1,533 New
MSFS
790
Main Street Financial Solutions
Pennsylvania
$208K +$158K +1,526 New
Brown Advisory
791
Brown Advisory
Maryland
$207K +$157K +1,519 New
MAM
792
Martingale Asset Management
Massachusetts
$206K -$1.07M -10,301 -87%
OAM
793
Oxford Asset Management
United Kingdom
$204K -$82.7K -798 -35%
DAM
794
Delta Asset Management
Tennessee
$204K – – –
PWM
795
Proathlete Wealth Management
Florida
$204K – – –
TLA
796
Tanglewood Legacy Advisors
Texas
$204K – – –
FSA
797
Fort Sheridan Advisors
Illinois
$204K +$155K +1,500 New
VFP
798
Verus Financial Partners
Virginia
$204K +$155K +1,500 New
PIA
799
Pinion Investment Advisors
Kansas
$203K +$155K +1,494 New
WANY
800
Wealthspire Advisors (New York)
New York
$202K +$154K +1,487 New