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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1076
TCM Advisors
West Virginia
$862K – – –
NWM
1077
Northcape Wealth Management
New York
$862K +$303K +2,912 +57%
SAG
1078
SageView Advisory Group
California
$861K +$18.3K +176 +2%
ACL
1079
Applied Capital LLC
Florida
$860K -$12.8K -123 -2%
FA
1080
Fortis Advisors
Pennsylvania
$857K +$1.56K +15 +0.2%
VCS
1081
Vaughan & Co Securities
New Jersey
$855K -$45.1K -434 -5%
ZI
1082
ZEGA Investments
Florida
$853K +$450K +4,333 +120%
TCWA
1083
Turtle Creek Wealth Advisors
Texas
$851K +$288K +2,768 +54%
MCM
1084
Mengis Capital Management
Oregon
$850K -$10.4K -100 -1%
CWS
1085
Confluence Wealth Services
Pennsylvania
$848K +$114K +1,100 +16%
AWG
1086
Altus Wealth Group
Colorado
$846K +$2.81K +27 +0.3%
NWAG
1087
Net Worth Advisory Group
Utah
$845K -$16.2K -156 -2%
PNC
1088
Park National Corp
Ohio
$844K -$1.46M -14,006 -64%
TAFW
1089
Tred Avon Family Wealth
Maryland
$842K +$42.6K +410 +6%
FFM
1090
Forum Financial Management
Illinois
$839K +$10.5K +101 +1%
VCM
1091
Virtue Capital Management
Tennessee
$830K +$334K +3,215 +71%
NRS
1092
Neville Rodie & Shaw
New York
$830K +$13K +125 +2%
BAG
1093
Bridgewealth Advisory Group
California
$828K -$208 -2 -0%
WSCM
1094
Wellington Shields Capital Management
New York
$828K +$638K +6,138 +393%
CSC
1095
Caldwell Sutter Capital
California
$822K +$54.3K +522 +7%
AA
1096
Alesco Advisors
New York
$821K -$721K -6,937 -48%
AIFS
1097
A&I Financial Services
Colorado
$820K +$793K +7,630 New
KWMG
1098
King Wealth Management Group
Florida
$820K – – –
TPCW
1099
TD Private Client Wealth
New York
$820K +$21K +202 +3%
CCMG
1100
Clark Capital Management Group
Pennsylvania
$816K +$6.55K +63 +0.8%
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