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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1751
Elm Advisors
California
$204K – – –
MMPW
1752
Mitchell McLeod Pugh & Williams
Alabama
$203K -$4.53K -28 -2%
SWMG
1753
Strategic Wealth Management Group
Maryland
$203K -$485 -3 -0.3%
WR
1754
WD Rutherford
Oregon
$202K – – –
APG
1755
Abacus Planning Group
South Carolina
$202K +$192K +1,189 New
IF
1756
Intrua Financial
Texas
$201K +$167K +1,035 New
VWM
1757
Vigilare Wealth Management
Arizona
$200K -$8.9K -55 -4%
AWM
1758
Act Wealth Management
Texas
$200K +$191K +1,179 New
EIP
1759
Ellis Investment Partners
Pennsylvania
$196K +$809 +5 +0.4%
GIA
1760
Goodwin Investment Advisory
Georgia
$194K – – –
EIM
1761
Essex Investment Management
Massachusetts
$191K -$1.46K -9 -0.8%
BFC
1762
Bedel Financial Consulting
Indiana
$189K – – –
WPA
1763
West Paces Advisors
Georgia
$188K +$117K +722 +188%
EFSCE
1764
Enterprise Financial Services Corp (EFSC)
Missouri
$187K -$12.3K -76 -6%
CHA
1765
Carmichael Hill & Associates
Maryland
$187K – – –
PWM
1766
Prentice Wealth Management
New York
$185K +$176K +1,088 New
CCC
1767
Crescent Capital Consulting
Louisiana
$182K – – –
KFI
1768
Key Financial Inc
Pennsylvania
$182K – – –
M
1769
Mirova
France
$179K +$38.8K +240 +29%
MG
1770
MilWealth Group
Wisconsin
$176K – – –
CTB
1771
Country Trust Bank
Illinois
$175K -$28.8K -178 -15%
AF
1772
Allworth Financial
California
$170K +$28.3K +175 +21%
SOAMC
1773
Spirit of America Management Corp
New York
$170K +$162K +1,000 New
EDRH
1774
Edmond de Rothschild Holding
Switzerland
$169K – – –
ADL
1775
Asset Dedication LLC
California
$168K -$21.5K -133 -12%
69 70
71
72 73