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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWAG
1126
Integer Wealth Advisors Group
Georgia
$531K – – –
HCP
1127
Holt Capital Partners
Texas
$530K – – –
ZIC
1128
ZWJ Investment Counsel
Georgia
$527K +$194K +1,945 +69%
BW
1129
Bison Wealth
Georgia
$521K -$2.13M -21,381 -82%
AF
1130
Advisornet Financial
Minnesota
$520K -$115K -1,149 -20%
WPW
1131
Waldron Private Wealth
Pennsylvania
$520K +$216K +2,159 +86%
AIC
1132
Archer Investment Corporation
Indiana
$517K +$99.8K +1,000 +27%
PI
1133
Putnam Investments
Massachusetts
$515K +$19.1K +191 +4%
EF
1134
Empirical Finance
Pennsylvania
$513K +$57.6K +577 +14%
V
1135
VeraBank
Texas
$511K -$25.2K -252 -5%
WANY
1136
Wealthspire Advisors (New York)
New York
$509K -$654K -6,554 -59%
GFS
1137
GYL Financial Synergies
Connecticut
$507K +$61.7K +618 +16%
CAN
1138
Claraphi Advisory Network
United States
$505K -$24.7K -247 -5%
APC
1139
Aspire Private Capital
North Carolina
$502K +$109K +1,088 +32%
CT
1140
Caldwell Trust
Florida
$500K -$8.69K -87 -2%
CFG
1141
Cooper Financial Group
California
$493K +$4.49K +45 +1%
HIA
1142
Harbor Investment Advisory
Maryland
$492K +$54K +541 +14%
RA
1143
RFG Advisory
Alabama
$489K -$738K -7,392 -63%
GT
1144
Greenleaf Trust
Michigan
$486K +$78.2K +783 +22%
BPC
1145
Banque Pictet & Cie
Switzerland
$485K – – –
CCM
1146
Cribstone Capital Management
Maine
$485K +$76.8K +769 +21%
RCA
1147
Ranch Capital Advisors
Florida
$484K -$1.3K -13 -0.4%
MFG
1148
Magnus Financial Group
New York
$483K -$212K -2,124 -33%
SIM
1149
Stratos Investment Management
Ohio
$482K +$146K +1,463 +51%
SMC
1150
Smith, Moore & Co
Missouri
$481K +$6.19K +62 +1%
44 45
46
47 48