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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1226
Summit Asset Management
Tennessee
$362K – – –
ZIC
1227
ZWJ Investment Counsel
Georgia
$359K -$242K -2,045 -40%
SP
1228
Successful Portfolios
Florida
$359K -$8.29K -70 -2%
MFG
1229
MidWestOne Financial Group
Iowa
$357K -$120K -1,011 -25%
LA
1230
LVW Advisors
New York
$357K -$22.5K -190 -6%
CC
1231
Chicago Capital
Illinois
$355K – – –
ESB
1232
Essex Savings Bank
Connecticut
$353K +$2.84K +24 +0.8%
EGA
1233
E&G Advisors
Texas
$351K – – –
MJRIC
1234
Mogy Joel R Investment Counsel
California
$351K – – –
CWA
1235
Clarity Wealth Advisors
California
$351K +$355K +3,001 New
CA
1236
Claro Advisors
Massachusetts
$350K +$118 +1 +0%
AA
1237
Argent Advisors
Louisiana
$350K +$353K +2,982 New
RCA
1238
Ranch Capital Advisors
Florida
$349K -$24.7K -209 -7%
MWA
1239
Meridian Wealth Advisors
Texas
$348K +$66.3K +560 +23%
AWA
1240
Arete Wealth Advisors
Illinois
$346K +$1.06K +9 +0.3%
CF
1241
Corrigan Financial
Rhode Island
$346K – – –
SAM
1242
Secure Asset Management
Michigan
$345K +$349K +2,947 New
BWM
1243
Baystate Wealth Management
Massachusetts
$342K – – –
CPA
1244
Capital Planning Advisors
California
$341K – – –
WP
1245
WMS Partners
Maryland
$340K – – –
WBC
1246
West Branch Capital
Massachusetts
$339K -$110K -931 -24%
FHA
1247
First Horizon Advisors
Tennessee
$337K -$25.3K -214 -7%
PCG
1248
Private Capital Group
Connecticut
$336K -$342K -2,893 -50%
PWAP
1249
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$336K +$41.2K +348 +14%
LSPW
1250
Lake Street Private Wealth
Illinois
$336K +$340K +2,870 New
48 49
50
51 52