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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1701
Advisors Capital Management
New Jersey
$217K +$218K +1,294 New
MWPCG
1702
Measured Wealth Private Client Group
New Hampshire
$213K -$73.6K -436 -26%
AFAS
1703
Acorn Financial Advisory Services
Virginia
$213K +$1.69K +10 +0.8%
DCM
1704
Driehaus Capital Management
Illinois
$213K +$213K +1,264 New
WBC
1705
West Branch Capital
Massachusetts
$212K -$54.7K -324 -20%
OWA
1706
Opal Wealth Advisors
New York
$212K +$213K +1,260 New
AWA
1707
AmeriServ Wealth Advisors
Pennsylvania
$212K +$213K +1,261 New
PFA
1708
Pathway Financial Advisors
Vermont
$211K -$28K -166 -11%
LA
1709
Latitude Advisors
Florida
$209K +$210K +1,243 New
MS
1710
Maven Securities
Jersey
$208K +$209K +1,236 New
VWM
1711
Vigilare Wealth Management
Arizona
$207K +$3.38K +20 +2%
HAS
1712
HBW Advisory Services
California
$207K +$208K +1,232 New
EWP
1713
Engrave Wealth Partners
Texas
$206K -$1.44M -8,519 -87%
AIM
1714
Avity Investment Management
Connecticut
$206K -$42.2K -250 -17%
MMPW
1715
Mitchell McLeod Pugh & Williams
Alabama
$206K -$2.02K -12 -1%
FSA
1716
Fort Sheridan Advisors
Illinois
$204K +$204K +1,210 New
SFG
1717
Summit Financial Group
West Virginia
$203K -$18.9K -112 -8%
CTB
1718
Country Trust Bank
Illinois
$203K -$3.04K -18 -1%
SWMG
1719
Strategic Wealth Management Group
Maryland
$202K +$202K +1,197 New
CCM
1720
CAAS Capital Management
New York
$202K +$203K +1,200 New
EA
1721
Elm Advisors
California
$202K +$203K +1,200 New
SRC
1722
Sage Rhino Capital
California
$202K +$203K +1,201 New
WR
1723
WD Rutherford
Oregon
$200K +$201K +1,190 New
WP
1724
WealthPLAN Partners
Nebraska
$200K +$209K +1,236 New
AAP
1725
Arax Advisory Partners
Colorado
$199K +$4.39K +26 +2%
67 68
69
70 71