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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1226
Arista Wealth Management
Nevada
$599K -$212K -1,976 -25%
HA
1227
Herold Advisors
New York
$599K +$32.4K +302 +5%
FSAG
1228
Financial Solutions Advisory Group
Illinois
$598K +$652K +6,078 New
WC
1229
Whitney & Co
New York
$595K -$19.8K -185 -3%
AWM
1230
Accurate Wealth Management
Florida
$593K -$21.3K -199 -3%
TCM
1231
Tradewinds Capital Management
Washington
$590K – – –
CFP
1232
Catalyst Financial Partners
Massachusetts
$589K +$340K +3,174 +113%
PCG
1233
Prosperity Consulting Group
Maryland
$588K -$87.1K -812 -12%
AA
1234
Armis Advisers
Georgia
$584K +$59.4K +554 +10%
FWM
1235
Forteris Wealth Management
New York
$580K +$2.9K +27 +0.5%
EW
1236
Evoke Wealth
California
$580K -$2.25K -21 -0.4%
SSWM
1237
Strait & Sound Wealth Management
California
$577K -$14.2K -132 -2%
ABLA
1238
Alan B. Lancz & Associates
Ohio
$576K -$55.8K -520 -8%
WPC
1239
White Pine Capital
Minnesota
$576K +$356K +3,315 +131%
NSAM
1240
North Star Asset Management
Wisconsin
$575K -$1.39K -13 -0.2%
KAS
1241
KPP Advisory Services
Kentucky
$574K -$516K -4,814 -45%
HL
1242
HeadInvest LLC
Maine
$569K -$14.7K -137 -2%
AOWM
1243
Alpha Omega Wealth Management
Virginia
$565K -$5.15K -48 -0.8%
CWM
1244
Calamos Wealth Management
Illinois
$563K +$96.8K +903 +19%
LFA
1245
Legacy Financial Advisors
Kentucky
$563K -$7.83K -73 -1%
CFC
1246
Coyle Financial Counsel
Illinois
$563K -$41.8K -390 -6%
Luther King Capital Management (LKCM)
1247
Luther King Capital Management (LKCM)
Texas
$563K -$115K -1,069 -16%
ET
1248
Equitable Trust
Tennessee
$562K +$186K +1,734 +44%
RCMF
1249
RK Capital Management (Florida)
Florida
$561K +$611K +5,700 New
RIA
1250
Richwood Investment Advisors
Ohio
$560K +$8.69K +81 +1%