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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1726
Acorn Financial Advisory Services
Virginia
$261K – – –
TC
1727
Trust Company
Kansas
$260K -$188K -939 -43%
AWA
1728
AmeriServ Wealth Advisors
Pennsylvania
$260K – – –
CFA
1729
CWS Financial Advisors
Michigan
$260K – – –
AMCA
1730
Arthur M. Cohen & Associates
Illinois
$260K +$250K +1,250 New
SAM
1731
Seelaus Asset Management
New Jersey
$259K -$14K -70 -5%
OWA
1732
Opal Wealth Advisors
New York
$257K +$248K +1,238 New
M
1733
Mirova
France
$256K +$35K +175 +17%
NAS
1734
Nicolet Advisory Services
Wisconsin
$255K – – –
IA
1735
Insight Advisors
Pennsylvania
$253K -$129K -645 -33%
RPG
1736
Resource Planning Group
Georgia
$253K +$243K +1,215 New
CYG
1737
Clean Yield Group
Vermont
$250K – – –
EA
1738
Elm Advisors
California
$250K – – –
MWPCG
1739
Measured Wealth Private Client Group
New Hampshire
$250K +$241K +1,202 New
VIM
1740
Vista Investment Management
Pennsylvania
$246K -$21K -105 -8%
AP
1741
Appleton Partners
Massachusetts
$246K -$5K -25 -2%
AWM
1742
Act Wealth Management
Texas
$245K – – –
MMPW
1743
Mitchell McLeod Pugh & Williams
Alabama
$244K -$4.4K -22 -2%
VWM
1744
Vigilare Wealth Management
Arizona
$244K – – –
CWP
1745
CFM Wealth Partners
Texas
$244K +$234K +1,172 New
SWMG
1746
Strategic Wealth Management Group
Maryland
$243K -$5.2K -26 -2%
SMH
1747
Sanders Morris Harris
Texas
$243K +$234K +1,170 New
KP
1748
Keel Point
Alabama
$243K +$234K +1,171 New
WA
1749
WBH Advisory
Maryland
$242K +$231K +1,155 New
BA
1750
Ballast Advisors
Minnesota
$242K +$233K +1,163 New
68 69
70
71 72