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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1076
Global Retirement Partners
California
$668K -$743K -8,208 -51%
EFS
1077
Essex Financial Services
Connecticut
$665K -$139K -1,539 -16%
PAM
1078
Parvin Asset Management
South Dakota
$665K +$258K +2,850 +56%
OBWG
1079
Onyx Bridge Wealth Group
New York
$661K +$448K +4,948 +167%
MCM
1080
Mork Capital Management
California
$660K – – –
DA
1081
Detalus Advisors
Missouri
$658K +$528K +5,833 +285%
PCA
1082
Purkiss Capital Advisors
Connecticut
$656K – – –
NRS
1083
Neville Rodie & Shaw
New York
$656K -$349K -3,850 -33%
AWM
1084
Absher Wealth Management
North Carolina
$656K +$168K +1,855 +31%
AMG
1085
Advisors Management Group
Wisconsin
$647K +$132K +1,456 +23%
PA
1086
Profund Advisors
Maryland
$645K -$47K -519 -6%
ACP
1087
Aviance Capital Partners
Florida
$642K +$54.2K +598 +8%
LG
1088
LaFleur & Godfrey
Michigan
$642K -$70.2K -775 -9%
GWP
1089
Gateway Wealth Partners
Wisconsin
$640K +$695K +7,668 New
PCG
1090
PFC Capital Group
California
$640K -$25.7K -284 -4%
OFG
1091
OmniStar Financial Group
North Carolina
$640K +$227K +2,501 +48%
BFS
1092
Bradley Foster & Sargent
Connecticut
$640K -$330K -3,639 -32%
KWMG
1093
King Wealth Management Group
Florida
$638K -$10.3K -114 -1%
BIG
1094
Brooklyn Investment Group
New York
$638K -$35.6K -393 -6%
HCM
1095
Hodges Capital Management
Texas
$634K +$161K +1,775 +31%
FFWM
1096
Future Financial Wealth Management
Ohio
$633K +$72.5K +800 +12%
IAS
1097
Insigneo Advisory Services
Florida
$632K +$36.4K +402 +6%
EIA
1098
Eldridge Investment Advisors
New Hampshire
$631K +$815 +9 +0.1%
WFM
1099
Wolff Financial Management
Michigan
$631K +$181 +2 +0%
SW
1100
SVB Wealth
Massachusetts
$630K -$77.5K -856 -10%
42 43
44
45 46