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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1101
Roundview Capital
New Jersey
$789K -$63.9K -596 -7%
NWAG
1102
Net Worth Advisory Group
Utah
$789K -$6.01K -56 -0.7%
MCM
1103
Mengis Capital Management
Oregon
$788K -$20.4K -190 -2%
WI
1104
Westbourne Investments
Virginia
$787K +$13.7K +128 +2%
LCWP
1105
Legacy Capital Wealth Partners
Arkansas
$786K -$72.5K -676 -8%
SCM
1106
Stevens Capital Management
Pennsylvania
$786K +$457K +4,258 +114%
JSW
1107
Journey Strategic Wealth
New Jersey
$785K +$235K +2,193 +38%
FA
1108
Fortis Advisors
Pennsylvania
$783K +$109K +1,014 +15%
AWM
1109
Aberdeen Wealth Management
Illinois
$780K -$3.43K -32 -0.4%
TA
1110
TCM Advisors
West Virginia
$779K – – –
CNTOF
1111
Canandaigua National Trust of Florida
New York
$778K -$438K -4,082 -34%
EI
1112
Ethic Inc
New York
$777K +$40.9K +381 +5%
PCA
1113
Purkiss Capital Advisors
Connecticut
$776K +$3.65K +34 +0.4%
KFS
1114
Keynote Financial Services
Connecticut
$774K -$3.75K -35 -0.4%
CA
1115
Carson Advisory
Georgia
$772K +$30.1K +281 +4%
AWG
1116
Altus Wealth Group
Colorado
$771K +$11.2K +104 +1%
SAM
1117
Smartleaf Asset Management
Massachusetts
$771K +$55.8K +520 +7%
SAG
1118
SageView Advisory Group
California
$771K -$351K -3,272 -29%
MWM
1119
Mission Wealth Management
California
$768K -$98.7K -920 -11%
EBWM
1120
Eagle Bluffs Wealth Management
Missouri
$765K +$156K +1,452 +23%
BWP
1121
Balboa Wealth Partners
Arizona
$763K +$95.1K +887 +13%
AP
1122
Anchyra Partners
Georgia
$763K +$2.9K +27 +0.3%
FFM
1123
Forum Financial Management
Illinois
$758K +$52.9K +493 +7%
BAG
1124
Bridgewealth Advisory Group
California
$758K -$32K -298 -4%
SJIM
1125
St. Johns Investment Management
Florida
$756K +$78K +727 +10%
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