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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1301
Shum Financial Group
California
$665K +$653K +4,971 New
CIA
1302
Choate Investment Advisors
Massachusetts
$664K -$66.2K -504 -9%
RMAM
1303
Raab & Moskowitz Asset Management
New Jersey
$663K -$15.9K -121 -2%
QWM
1304
Quadcap Wealth Management
Texas
$663K +$21.5K +164 +3%
FFWM
1305
Future Financial Wealth Management
Ohio
$661K +$407K +3,100 +178%
AMG
1306
Advisors Management Group
Wisconsin
$659K -$131 -1 -0%
WCM
1307
Weaver Capital Management
Georgia
$656K -$38.6K -294 -6%
CA
1308
CoreCap Advisors
Michigan
$655K +$631K +4,807 New
ML
1309
McAdam LLC
Pennsylvania
$655K +$9.32K +71 +2%
SFS
1310
Solitude Financial Services
Virginia
$654K – – –
NG
1311
Northstar Group
New York
$651K -$66.4K -506 -10%
FFBTD
1312
First Financial Bank - Trust Division
Ohio
$648K -$31K -236 -5%
TF
1313
Trek Financial
Arizona
$648K +$142K +1,082 +29%
SWA
1314
Sax Wealth Advisors
New Jersey
$648K +$165K +1,257 +36%
WKSWA
1315
White Knight Strategic Wealth Advisors
New Jersey
$645K +$353K +2,692 +132%
VAG
1316
VisionPoint Advisory Group
Texas
$643K +$594K +4,521 +2,283%
SAA
1317
Southeast Asset Advisors
Georgia
$641K – – –
LWCFA
1318
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$641K -$15.6K -119 -3%
WANY
1319
Wealthspire Advisors (New York)
New York
$641K -$49.5K -377 -7%
BFA
1320
Buttonwood Financial Advisors
Maryland
$640K -$3.81K -29 -0.6%
CC
1321
Chicago Capital
Illinois
$640K -$48.6K -370 -7%
CAAS
1322
Capital Asset Advisory Services
Michigan
$639K -$15K -114 -2%
OWA
1323
Octavia Wealth Advisors
Ohio
$639K +$169K +1,288 +38%
ZIC
1324
ZWJ Investment Counsel
Georgia
$638K +$7.48K +57 +1%
KMWM
1325
Keudell/Morrison Wealth Management
Oregon
$638K -$27.3K -208 -4%
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