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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1326
InceptionR
California
$879K +$870K +4,901 New
NL
1327
NVWM LLC
Pennsylvania
$878K +$888 +5 +0.1%
DBG
1328
De Burlo Group
Massachusetts
$877K -$67.5K -380 -7%
LFA
1329
LifeGuide Financial Advisors
Pennsylvania
$877K -$8.88K -50 -1%
LF
1330
Lantz Financial
Illinois
$876K -$37.6K -212 -4%
VA
1331
Valmark Advisers
Ohio
$876K -$11.4K -64 -1%
CAWM
1332
Capital Advisors Wealth Management
Washington
$874K +$41.5K +234 +5%
MCM
1333
McKinley Capital Management
Alaska
$874K +$83.5K +470 +11%
BFAG
1334
Blackston Financial Advisory Group
Florida
$873K -$98K -552 -10%
CIP
1335
Capital Insight Partners
Arizona
$872K -$13.1K -74 -1%
AMG
1336
Advisors Management Group
Wisconsin
$872K -$7.81K -44 -0.9%
RSWM
1337
Robertson Stephens Wealth Management
California
$872K -$84.2K -474 -9%
AAS
1338
Annex Advisory Services
Wisconsin
$870K +$79K +445 +10%
APF
1339
Alaska Permanent Fund
Alaska
$870K +$862K +4,855 New
BFA
1340
Buttonwood Financial Advisors
Maryland
$869K -$2.31K -13 -0.3%
PFP
1341
Paragon Financial Partners
California
$866K – – –
EHWM
1342
Eads & Heald Wealth Management
Georgia
$864K -$52.6K -296 -6%
MCM
1343
Mork Capital Management
California
$864K – – –
TWM
1344
Thrive Wealth Management
Pennsylvania
$861K +$41.9K +236 +5%
OFG
1345
OmniStar Financial Group
North Carolina
$860K -$139K -782 -14%
FFM
1346
Forum Financial Management
Illinois
$859K +$79.2K +446 +10%
PI
1347
Pettee Investors
Connecticut
$857K -$10.7K -60 -1%
CSB
1348
City State Bank
Iowa
$856K -$19.7K -111 -2%
DC
1349
DeDora Capital
California
$854K -$20.2K -114 -2%
LIM
1350
Longfellow Investment Management
Massachusetts
$849K +$34.1K +192 +4%
52 53
54
55 56