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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1301
Advisors Management Group
Wisconsin
$799K +$189 +1 +0%
LFA
1302
Legacy Financial Advisors
Kentucky
$794K +$64.2K +339 +7%
CSB
1303
City State Bank
Iowa
$793K -$1.7K -9 -0.2%
HWA
1304
Heritage Wealth Advisors
Virginia
$792K +$189 +1 +0%
MIH
1305
Meitav Investment House
Israel
$790K – – –
AAMC
1306
Asset Allocation & Management Company
Illinois
$788K – – –
IP
1307
Intellectus Partners
California
$788K +$6.63K +35 +0.7%
SIM
1308
Sentry Investment Management
Wisconsin
$784K +$55.3K +292 +6%
PI
1309
Pettee Investors
Connecticut
$782K – – –
NL
1310
NVWM LLC
Pennsylvania
$781K +$1.14K +6 +0.1%
RIL
1311
Rothschild Investment LLC
Illinois
$780K – – –
WKWM
1312
Walter & Keenan Wealth Management
Indiana
$778K +$4.54K +24 +0.5%
DAC
1313
Dividend Assets Capital
South Carolina
$774K +$15.5K +82 +2%
KMWM
1314
Keudell/Morrison Wealth Management
Oregon
$774K +$67.4K +356 +8%
RWA
1315
Ropes Wealth Advisors
Massachusetts
$772K -$18.9K -100 -2%
FIM
1316
Freedom Investment Management
Connecticut
$772K -$116K -613 -11%
AAS
1317
Annex Advisory Services
Wisconsin
$767K -$540K -2,854 -38%
VA
1318
Valmark Advisers
Ohio
$760K +$17.4K +92 +2%
KA
1319
Kovack Advisors
Florida
$759K -$32.2K -170 -3%
SC
1320
Savant Capital
Illinois
$759K -$26.1K -138 -3%
DWM
1321
Darwin Wealth Management
Florida
$757K -$29.7K -157 -3%
ERWM
1322
Elk River Wealth Management
Colorado
$753K – – –
MIM
1323
MTM Investment Management
South Carolina
$749K -$9.66K -51 -1%
LF
1324
Lantz Financial
Illinois
$748K +$947 +5 +0.1%
PWP
1325
Principle Wealth Partners
Connecticut
$746K – – –
51 52
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