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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1276
AR Asset Management
California
$695K – – –
FCM
1277
Fourpath Capital Management
Oklahoma
$695K +$27.6K +210 +4%
PMIA
1278
Patrick Mauro Investment Advisor
Illinois
$691K +$20.4K +155 +3%
MFA
1279
Mayflower Financial Advisors
Massachusetts
$687K -$40.8K -311 -6%
CF
1280
Centaurus Financial
California
$686K -$26.7K -203 -4%
TFG
1281
Taylor Financial Group
Virginia
$685K +$13.1K +100 +2%
VA
1282
Valmark Advisers
Ohio
$685K +$12.9K +98 +2%
PIMG
1283
Patriot Investment Management Group
Tennessee
$683K -$52.4K -399 -7%
CI
1284
CPR Investments
Michigan
$682K – – –
GIA
1285
Gladstone Institutional Advisory
Florida
$682K -$56.8K -433 -8%
BOH
1286
Bank of Hawaii
Hawaii
$681K -$37K -282 -5%
OFG
1287
OmniStar Financial Group
North Carolina
$680K +$652K +4,963 New
MAM
1288
MWA Asset Management
Massachusetts
$679K -$998K -7,599 -60%
HAFS
1289
Hapanowicz & Associates Financial Services
Pennsylvania
$677K – – –
V
1290
VeraBank
Texas
$677K -$1.97K -15 -0.3%
SLWA
1291
San Luis Wealth Advisors
California
$676K +$336K +2,560 +107%
PMSA
1292
Patrick M. Sweeney & Associates
Illinois
$675K -$1.97K -15 -0.3%
GFA
1293
Gallagher Fiduciary Advisors
Illinois
$675K +$1.44K +11 +0.2%
IGAM
1294
iA Global Asset Management
Quebec, Canada
$674K -$3.2M -24,396 -83%
DWM
1295
Darwin Wealth Management
Florida
$673K +$648K +4,933 New
ET
1296
Equitable Trust
Tennessee
$672K +$36.2K +276 +6%
RSWM
1297
Robertson Stephens Wealth Management
California
$672K -$389K -2,962 -38%
TCA
1298
Transcend Capital Advisors
New Jersey
$669K -$61.3K -467 -9%
MIM
1299
Morningstar Investment Management
Illinois
$667K -$263 -2 -0%
BFAG
1300
Blackston Financial Advisory Group
Florida
$666K -$23.6K -180 -4%
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