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UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Activest Wealth Management
Florida
$898 +$1.04K +11 +550%
PPC
827
Park Place Capital
Alabama
$898 +$1.23K +13 New
DWM
828
Darwin Wealth Management
Florida
$809 – – –
ME
829
McIlrath & Eck
Washington
$760 – – –
ACA
830
American Capital Advisory
Idaho
$760 +$1.04K +11 New
BHWM
831
Bay Harbor Wealth Management
Maryland
$759 +$1.04K +11 New
CT
832
Colonial Trust
South Carolina
$702 -$3.59K -38 -79%
FMP
833
Financial Management Professionals
Texas
$691 – – –
HCM
834
Hollencrest Capital Management
California
$691 – – –
JFG
835
JDM Financial Group
Texas
$691 – – –
RWM
836
Rialto Wealth Management
New York
$691 +$944 +10 New
HIA
837
HFM Investment Advisors
New Jersey
$622 +$850 +9 New
HWP
838
Highline Wealth Partners
California
$552 -$283 -3 -27%
HHGA
839
Halbert Hargrove Global Advisors
California
$415 +$567 +6 New
PWA
840
Principia Wealth Advisory
Texas
$354 -$378 -4 -44%
CTWM
841
Cherry Tree Wealth Management
Minnesota
$277 – – –
BMC
842
Bear Mountain Capital
Washington
$276 +$378 +4 New
MSG
843
Main Street Group
Virginia
$208 – – –
CB
844
CNB Bank
Pennsylvania
$207 – – –
BF
845
BOK Financial
Oklahoma
$138 -$94 -1 -33%
WBC
846
West Branch Capital
Massachusetts
$70 – – –
BCWM
847
Bartlett & Co Wealth Management
Ohio
$69 +$94 +1 New
SAG
848
Susquehanna Advisors Group
Pennsylvania
– -$173M -1,783,839 Closed
PCM
849
Palestra Capital Management
New York
– -$112M -1,154,997 Closed
RCMNY
850
Rubric Capital Management (New York)
New York
– -$96.7M -995,759 Closed
32 33
34
35 36