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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWWM
1126
Fiscal Wisdom Wealth Management
Connecticut
$593K +$617K +6,815 New
AWA
1127
ARQ Wealth Advisors
Arizona
$591K +$641K +7,072 New
TTWM
1128
TCV Trust & Wealth Management
Virginia
$590K -$27.8K -307 -4%
JFGIW
1129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K +$554K +6,120 +666%
CWS
1130
Confluence Wealth Services
Pennsylvania
$584K +$8.06K +89 +1%
FBT
1131
First Bankers Trust
Kentucky
$583K -$60.3K -666 -9%
LCGC
1132
Legacy Capital Group California
California
$582K +$189K +2,083 +43%
KA
1133
Kovack Advisors
Florida
$581K +$68.9K +761 +12%
AIP
1134
Ameritas Investment Partners
Nebraska
$578K -$23.4K -258 -4%
SSWM
1135
Strait & Sound Wealth Management
California
$578K -$56.5K -624 -8%
CGA
1136
Crescent Grove Advisors
Illinois
$578K – – –
WBC
1137
Westpac Banking Corp
Australia
$573K -$490K -5,411 -44%
EA
1138
Emerald Advisors
Washington
$572K -$99.4K -1,097 -14%
SFG
1139
SNS Financial Group
Minnesota
$572K -$2.63K -29 -0.4%
BCWM
1140
Bartlett & Co Wealth Management
Ohio
$570K -$128K -1,410 -17%
BWP
1141
Balboa Wealth Partners
Arizona
$569K -$81.2K -896 -12%
PDL
1142
Portfolio Design Labs
California
$569K -$1.47M -16,219 -70%
SOS
1143
Silver Oak Securities
Tennessee
$566K +$45.6K +503 +8%
AIA
1144
AIMZ Investment Advisors
California
$564K – – –
JIP
1145
Jaffetilchin Investment Partners
Florida
$563K +$294K +3,251 +93%
GGS
1146
Galvin Gaustad & Stein
Arizona
$562K -$31.7K -350 -5%
PCM
1147
Polymer Capital Management
New York
$561K +$609K +6,722 New
VAG
1148
VisionPoint Advisory Group
Texas
$559K -$19.7K -218 -3%
TFG
1149
Taylor Financial Group
Virginia
$559K +$5.07K +56 +0.8%
AIM
1150
Acropolis Investment Management
Missouri
$559K +$78.7K +869 +19%
44 45
46
47 48