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United Parcel Service
UPS

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