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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1126
Pinnacle Wealth Management Advisory Group
New Jersey
$738K +$214K +2,293 +45%
DIP
1127
Davis Investment Partners
North Carolina
$733K +$242K +2,586 +55%
NFW
1128
Noble Family Wealth
Florida
$730K -$2.81K -30 -0.4%
THCM
1129
Taylor Hoffman Capital Management
Virginia
$727K – – –
IAS
1130
Insigneo Advisory Services
Florida
$727K -$22.9K -245 -3%
EFH
1131
Eaton Financial Holdings
Florida
$721K +$1.12K +12 +0.2%
LMFP
1132
Larry Mathis Financial Planning
Arizona
$720K +$679K +7,262 New
KOC
1133
Koss-Olinger Consulting
Florida
$719K -$896K -9,577 -57%
IP
1134
Indivisible Partners
Florida
$716K +$675K +7,220 New
FFM
1135
Forum Financial Management
Illinois
$716K +$307K +3,283 +84%
CWM
1136
Collaborative Wealth Management
Florida
$713K +$173K +1,850 +35%
SCM
1137
Shelton Capital Management
Colorado
$710K – – –
AIM
1138
Access Investment Management
Georgia
$710K – – –
AWA
1139
ARQ Wealth Advisors
Arizona
$709K +$6.83K +73 +1%
AWA
1140
Acorn Wealth Advisors
Michigan
$708K -$16.4K -175 -2%
BBI
1141
Baxter Bros Inc
Connecticut
$704K -$158K -1,685 -19%
CI
1142
Cigna Investments
Connecticut
$702K -$6.36K -68 -1%
SS
1143
SBI Securities
Japan
$700K +$65.5K +700 +11%
TTWM
1144
TCV Trust & Wealth Management
Virginia
$700K – – –
FFS
1145
Forge Financial Services
Oklahoma
$698K +$153K +1,638 +30%
RB
1146
Renasant Bank
Mississippi
$698K -$285K -3,050 -30%
FNB
1147
Farmers National Bank
Kentucky
$697K -$390K -4,173 -37%
CA
1148
Continuum Advisory
Idaho
$697K -$8.7K -93 -1%
JFGIW
1149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$695K -$3.27K -35 -0.5%
DA
1150
Denali Advisors
California
$694K +$84.2K +900 +15%
44 45
46
47 48