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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
1251
Total Wealth Planning & Management
Florida
$779K +$813K +6,180 New
WT
1252
Washington Trust
Rhode Island
$779K -$76.5K -581 -9%
ESB
1253
Essex Savings Bank
Connecticut
$775K -$26.8K -204 -3%
RIL
1254
Rothschild Investment LLC
Illinois
$774K +$9.34K +71 +1%
CAM
1255
Cidel Asset Management
Ontario, Canada
$772K +$98.2K +746 +14%
APA
1256
Astoria Portfolio Advisors
New York
$771K -$17K -129 -2%
WCM
1257
Weaver Capital Management
Georgia
$766K +$166K +1,261 +26%
HCM
1258
Howland Capital Management
Massachusetts
$763K -$1.71K -13 -0.2%
CAG
1259
Csenge Advisory Group
Florida
$763K -$108K -821 -12%
TCM
1260
Tradewinds Capital Management
Washington
$762K +$1.05K +8 +0.1%
SIS
1261
Strategic Investment Solutions
Illinois
$761K +$117K +889 +23%
WMP
1262
Wealth Management Partners
Arizona
$759K -$456K -3,461 -37%
IB
1263
Intrust Bank
Kansas
$758K -$19K -144 -2%
AIA
1264
AssuredPartners Investment Advisors
Florida
$754K +$787K +5,982 New
BFM
1265
Boston Financial Management
Massachusetts
$754K +$20K +152 +3%
SAM
1266
Smartleaf Asset Management
Massachusetts
$754K +$190K +1,441 +32%
LAM
1267
Lakewood Asset Management
Illinois
$753K -$32.1K -244 -4%
MMM
1268
Mendel Money Management
Illinois
$750K -$1.45K -11 -0.2%
NG
1269
Norden Group
Utah
$747K +$23.4K +178 +3%
ISFAN
1270
Investor's Fiduciary Advisor Network
Washington
$746K +$779K +5,921 New
AWC
1271
Abundance Wealth Counselors
Pennsylvania
$744K -$109K -829 -12%
PCM
1272
Palisade Capital Management
New Jersey
$741K – – –
PW
1273
PUREfi Wealth
Massachusetts
$737K +$769K +5,845 New
AIM
1274
Acropolis Investment Management
Missouri
$720K +$41.9K +318 +6%
PCM
1275
Parsons Capital Management
Rhode Island
$719K -$188K -1,427 -20%
49 50
51
52 53