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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1126
GC Wealth Management RIA
Massachusetts
$738K -$372K -3,981 -35%
PWMAG
1127
Pinnacle Wealth Management Advisory Group
New Jersey
$738K +$214K +2,293 +45%
DIP
1128
Davis Investment Partners
North Carolina
$733K +$242K +2,586 +55%
NFW
1129
Noble Family Wealth
Florida
$730K -$2.81K -30 -0.4%
THCM
1130
Taylor Hoffman Capital Management
Virginia
$727K – – –
IAS
1131
Insigneo Advisory Services
Florida
$727K -$22.9K -245 -3%
EFH
1132
Eaton Financial Holdings
Florida
$721K +$1.12K +12 +0.2%
LMFP
1133
Larry Mathis Financial Planning
Arizona
$720K +$679K +7,262 New
KOC
1134
Koss-Olinger Consulting
Florida
$719K -$896K -9,577 -57%
IP
1135
Indivisible Partners
Florida
$716K +$675K +7,220 New
FFM
1136
Forum Financial Management
Illinois
$716K +$307K +3,283 +84%
CWM
1137
Collaborative Wealth Management
Florida
$713K +$173K +1,850 +35%
SCM
1138
Shelton Capital Management
Colorado
$710K – – –
AIM
1139
Access Investment Management
Georgia
$710K – – –
AWA
1140
ARQ Wealth Advisors
Arizona
$709K +$6.83K +73 +1%
AWA
1141
Acorn Wealth Advisors
Michigan
$708K -$16.4K -175 -2%
BBI
1142
Baxter Bros Inc
Connecticut
$704K -$158K -1,685 -19%
CI
1143
Cigna Investments
Connecticut
$702K -$6.36K -68 -1%
SS
1144
SBI Securities
Japan
$700K +$65.5K +700 +11%
TTWM
1145
TCV Trust & Wealth Management
Virginia
$700K – – –
FFS
1146
Forge Financial Services
Oklahoma
$698K +$153K +1,638 +30%
RB
1147
Renasant Bank
Mississippi
$698K -$285K -3,050 -30%
FNB
1148
Farmers National Bank
Kentucky
$697K -$390K -4,173 -37%
CA
1149
Continuum Advisory
Idaho
$697K -$8.7K -93 -1%
JFGIW
1150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$695K -$3.27K -35 -0.5%
44 45
46
47 48