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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
901
Douglas Lane & Associates
New York
$741K -$41K -378 -5%
SCA
902
Sage Capital Advisors
South Dakota
$733K +$7.7K +71 +1%
SCM
903
Southport Capital Management
Tennessee
$732K -$53.7K -495 -6%
CCP
904
Cardan Capital Partners
Colorado
$727K – – –
IP
905
Intellectus Partners
California
$721K -$11.6K -107 -1%
WIA
906
Wealthstreet Investment Advisors
Texas
$719K -$43.4K -400 -5%
YWP
907
YorkBridge Wealth Partners
New York
$715K -$14.7K -136 -2%
EIA
908
Eldridge Investment Advisors
New Hampshire
$714K -$8.89K -82 -1%
DPIM
909
Duff & Phelps Investment Management
Illinois
$714K – – –
CPA
910
Clear Perspective Advisors
Illinois
$714K +$234K +2,157 +42%
NL
911
NWAM LLC
Washington
$713K +$198K +1,829 +33%
BIA
912
Bigelow Investment Advisors
Maine
$712K +$65.6K +605 +9%
AW
913
ACG Wealth
Georgia
$707K +$48.1K +444 +7%
FWCM
914
Ferguson Wellman Capital Management
Oregon
$705K -$775K -7,147 -50%
DAS
915
Dynamic Advisor Solutions
Arizona
$703K -$1.61M -14,839 -68%
LOAME
916
Lombard Odier Asset Management (Europe)
United Kingdom
$701K – – –
BWM
917
Bernicke Wealth Management
Wisconsin
$697K +$54.9K +506 +8%
TTWM
918
TCV Trust & Wealth Management
Virginia
$694K +$2.6K +24 +0.3%
EDRH
919
Edmond de Rothschild Holding
Switzerland
$692K – – –
HFM
920
Hartford Financial Management
Connecticut
$688K – – –
AWM
921
Aevitas Wealth Management
Massachusetts
$684K -$17.2K -159 -2%
PFO
922
Pathstone Family Office
New Jersey
$680K – – –
ACM
923
Allred Capital Management
Texas
$675K +$751K +6,931 New
LA
924
Legacy Advisors
Pennsylvania
$673K -$96.2K -887 -11%
BRWA
925
B. Riley Wealth Advisors
Florida
$670K -$3.79K -35 -0.5%
35 36
37
38 39