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United Airlines
UAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Hollencrest Capital Management
California
$1.36K – – –
BFPW
1027
BOK Financial Private Wealth
Colorado
$1.36K +$1.04K +10 New
TSMHT
1028
Thurston Springer Miller Herd & Titak
Indiana
$1.36K – – –
TCA
1029
Trifecta Capital Advisors
Illinois
$1.22K +$932 +9 New
DWM
1030
Darwin Wealth Management
Florida
$1.16K – – –
DF
1031
DecisionPoint Financial
Arizona
$1.08K +$829 +8 New
OAJ
1032
Ogorek Anthony Joseph
New York
$1K – – –
NWM
1033
Navigoe Wealth Management
California
$1K +$1.35K +13 New
M
1034
MOTCO
Texas
$952 +$725 +7 New
PS
1035
Planning Strategies
Pennsylvania
$952 +$725 +7 New
PS
1036
PayPay Securities
Japan
$816 -$414 -4 -40%
DCM
1037
Davis Capital Management
Florida
$816 +$311 +3 +100%
BDPWM
1038
Barnes Dennig Private Wealth Management
Ohio
$816 +$622 +6 New
APW
1039
Atlantic Private Wealth
North Carolina
$680 – – –
BFS
1040
Bare Financial Services
Pennsylvania
$680 – – –
IPS
1041
Investors Portfolio Services
Washington
$680 – – –
SWAG
1042
Spectrum Wealth Advisory Group
California
$680 +$518 +5 New
VNA
1043
Valley National Advisers
Pennsylvania
$680 +$518 +5 New
HHGA
1044
Halbert Hargrove Global Advisors
California
$631 +$518 +5 New
BHWM
1045
Beaird Harris Wealth Management
Texas
$550 – – –
GFA
1046
Godfrey Financial Associates
New York
$544 – – –
HIA
1047
Harbor Investment Advisory
Maryland
$544 – – –
NWS
1048
Nvest Wealth Strategies
Ohio
$544 – – –
WT
1049
Whittier Trust
California
$530 +$414 +4 New
VC
1050
Vestor Capital
Illinois
$458 +$1.13M +10,902 New
40 41
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