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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1051
Armis Advisers
Georgia
$704K -$249K -2,752 -27%
KWA
1052
Kondo Wealth Advisors
California
$704K +$725 +8 +0.1%
BHC
1053
Bowen Hanes & Co
Florida
$702K -$34.5K -381 -4%
AWM
1054
Aberdeen Wealth Management
Illinois
$701K +$453 +5 +0.1%
FCM
1055
Fieldview Capital Management
Michigan
$697K -$2.45K -27 -0.3%
AWM
1056
Axxcess Wealth Management
California
$694K +$547K +6,039 +266%
CRI
1057
Colonial River Investments
Virginia
$694K +$753K +8,312 New
ECM
1058
Everence Capital Management
Indiana
$694K -$1.13M -12,490 -60%
PA
1059
Procyon Advisors
Connecticut
$692K -$42.2K -466 -5%
APM
1060
Advanced Portfolio Management
New York
$691K – – –
IWA
1061
Icon Wealth Advisors
Texas
$688K +$47.3K +522 +7%
CCM
1062
Charter Capital Management
Wisconsin
$688K +$8.33K +92 +1%
UWS
1063
Unique Wealth Strategies
Illinois
$687K +$745K +8,226 New
MSS
1064
Mitchell Sinkler & Starr
Pennsylvania
$685K -$63.3K -699 -8%
FWIA
1065
Fort Washington Investment Advisors
Ohio
$684K -$18.1K -200 -2%
FA
1066
Fiduciary Alliance
South Carolina
$682K +$434K +4,791 +142%
AAS
1067
Ameritas Advisory Services
Nebraska
$682K +$288K +3,177 +64%
BLC
1068
Brown, Lisle/Cummings
Rhode Island
$679K +$149K +1,643 +25%
TA
1069
TCM Advisors
West Virginia
$678K – – –
CFO
1070
Callan Family Office
Pennsylvania
$678K -$513K -5,668 -41%
WMP
1071
Wealth Management Partners
Arizona
$677K +$41.4K +457 +6%
ECM
1072
Evergreen Capital Management
Washington
$672K -$14.4M -159,448 -95%
EF
1073
Exeter Financial
Arizona
$670K -$1.47M -16,225 -67%
SACTSONJ
1074
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K – – –
BAG
1075
Bridgewealth Advisory Group
California
$668K +$480K +5,300 +196%
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