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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1726
Mirabella Financial Services
United Kingdom
$263K +$253K +1,266 New
AFAS
1727
Acorn Financial Advisory Services
Virginia
$261K – – –
TC
1728
Trust Company
Kansas
$260K -$188K -939 -43%
AWA
1729
AmeriServ Wealth Advisors
Pennsylvania
$260K – – –
CFA
1730
CWS Financial Advisors
Michigan
$260K – – –
AMCA
1731
Arthur M. Cohen & Associates
Illinois
$260K +$250K +1,250 New
SAM
1732
Seelaus Asset Management
New Jersey
$259K -$14K -70 -5%
OWA
1733
Opal Wealth Advisors
New York
$257K +$248K +1,238 New
M
1734
Mirova
France
$256K +$35K +175 +17%
NAS
1735
Nicolet Advisory Services
Wisconsin
$255K – – –
IA
1736
Insight Advisors
Pennsylvania
$253K -$129K -645 -33%
RPG
1737
Resource Planning Group
Georgia
$253K +$243K +1,215 New
CYG
1738
Clean Yield Group
Vermont
$250K – – –
EA
1739
Elm Advisors
California
$250K – – –
MWPCG
1740
Measured Wealth Private Client Group
New Hampshire
$250K +$241K +1,202 New
VIM
1741
Vista Investment Management
Pennsylvania
$246K -$21K -105 -8%
AP
1742
Appleton Partners
Massachusetts
$246K -$5K -25 -2%
AWM
1743
Act Wealth Management
Texas
$245K – – –
MMPW
1744
Mitchell McLeod Pugh & Williams
Alabama
$244K -$4.4K -22 -2%
VWM
1745
Vigilare Wealth Management
Arizona
$244K – – –
CWP
1746
CFM Wealth Partners
Texas
$244K +$234K +1,172 New
SWMG
1747
Strategic Wealth Management Group
Maryland
$243K -$5.2K -26 -2%
SMH
1748
Sanders Morris Harris
Texas
$243K +$234K +1,170 New
KP
1749
Keel Point
Alabama
$243K +$234K +1,171 New
WA
1750
WBH Advisory
Maryland
$242K +$231K +1,155 New