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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
1826
Platte River Wealth Advisors
Colorado
$289K – – –
EFSCE
1827
Enterprise Financial Services Corp (EFSC)
Missouri
$288K -$28.3K -187 -9%
DA
1828
Drake & Associates
Wisconsin
$287K – – –
SN
1829
Sittner & Nelson
Oregon
$284K -$15.3K -101 -5%
LEA
1830
Legacy Edge Advisors
New York
$284K +$273K +1,806 New
FA
1831
Fiducient Advisors
Illinois
$284K +$273K +1,805 New
FEM
1832
Fulcrum Equity Management
Texas
$283K -$43.5K -288 -14%
AFP
1833
Alpha Financial Partners
Kentucky
$282K +$30.5K +202 +13%
PTP
1834
Platform Technology Partners
New York
$282K +$8.01K +53 +3%
ST
1835
Somerset Trust
Pennsylvania
$281K -$69.1K -457 -20%
CWM
1836
Calamos Wealth Management
Illinois
$281K +$4.99K +33 +2%
GF
1837
Gimbal Financial
Indiana
$281K +$270K +1,785 New
MFGM
1838
Marshall Financial Group (Maryland)
Maryland
$279K -$9.68K -64 -3%
NPT
1839
National Philanthropic Trust
Pennsylvania
$279K +$268K +1,775 New
T
1840
TNF
Montana
$278K -$2.27K -15 -0.8%
CF
1841
Copperwynd Financial
Arizona
$278K +$3.17K +21 +1%
CIC
1842
Chilton Investment Company
Connecticut
$277K -$137K -906 -34%
CWM
1843
Cahaba Wealth Management
Georgia
$276K -$14.4K -95 -5%
CP
1844
Castleview Partners
Texas
$275K +$10.4K +69 +4%
LWM
1845
Lodestone Wealth Management
Washington
$274K +$5.59K +37 +2%
CRC
1846
Curi RMB Capital
Illinois
$273K -$80.6K -533 -23%
SSA
1847
Schonfeld Strategic Advisors
New York
$273K -$14.5M -95,732 -98%
TLA
1848
Tanglewood Legacy Advisors
Texas
$273K -$8.92K -59 -3%
LA
1849
LexAurum Advisors
Kansas
$273K +$28.7K +190 +12%
MPW
1850
MA Private Wealth
California
$272K – – –