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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1301
Quadrant Capital Group
Ohio
$286K +$5.68K +48 +2%
BJL
1302
Brighton Jones LLC
Washington
$284K -$54.1K -457 -16%
CPIA
1303
Cornell Pochily Investment Advisors
New York
$282K -$19.5K -165 -6%
CAAS
1304
Capital Asset Advisory Services
Michigan
$281K +$317K +2,676 New
BFA
1305
Beaumont Financial Advisors
Massachusetts
$279K +$5.21K +44 +2%
CS
1306
Capital Square
Tennessee
$279K +$282K +2,386 New
MWM
1307
Mission Wealth Management
California
$278K -$179K -1,508 -39%
KTC
1308
Kistler-Tiffany Companies
Pennsylvania
$278K +$355 +3 +0.1%
ICM
1309
IMS Capital Management
Oregon
$277K -$710 -6 -0.3%
FA
1310
Faithward Advisors
Pennsylvania
$277K – – –
AIC
1311
Archer Investment Corporation
Indiana
$275K – – –
LWM
1312
Liberty Wealth Management
California
$274K -$9.71K -82 -3%
CL
1313
Choreo LLC
Illinois
$273K -$35.4K -299 -11%
SA
1314
Silversage Advisors
California
$273K +$276K +2,335 New
TCA
1315
Transcend Capital Advisors
New Jersey
$272K +$275K +2,323 New
SFG
1316
SNS Financial Group
Minnesota
$271K -$104K -880 -28%
S
1317
SimplyRich
California
$271K – – –
DC
1318
DeDora Capital
California
$271K +$355 +3 +0.1%
WCA
1319
Westover Capital Advisors
Delaware
$271K +$31.3K +264 +13%
AAS
1320
Annex Advisory Services
Wisconsin
$271K +$274K +2,311 New
LCM
1321
LVM Capital Management
Michigan
$270K – – –
AFM
1322
Andesa Financial Management
Pennsylvania
$270K +$271K +2,285 New
EWA
1323
ERTS Wealth Advisors
Michigan
$269K – – –
GTAM
1324
Global Trust Asset Management
Florida
$264K -$23.9K -202 -8%
BHBT
1325
Burke & Herbert Bank & Trust
Virginia
$264K -$237 -2 -0.1%
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