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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1326
Morningstar Investment Management
Illinois
$770K +$55.4K +321 +7%
XWM
1327
Xcel Wealth Management
Florida
$769K -$104K -602 -11%
PWAM
1328
Pinnacle West Asset Management
Wyoming
$766K +$58.7K +340 +7%
EFS
1329
Essex Financial Services
Connecticut
$766K -$55.4K -321 -6%
AW
1330
Apricus Wealth
South Carolina
$765K – – –
WANY
1331
Wealthspire Advisors (New York)
New York
$765K +$172K +994 +25%
SFS
1332
Solitude Financial Services
Virginia
$764K -$14.2K -82 -2%
LF
1333
Lantz Financial
Illinois
$762K -$173 -1 -0%
WEG
1334
World Equity Group
Illinois
$759K +$443K +2,566 +102%
CIP
1335
Capital Insight Partners
Arizona
$758K – – –
KMWM
1336
Keudell/Morrison Wealth Management
Oregon
$757K -$61.8K -358 -7%
HPC
1337
HM Payson & Co
Maine
$757K +$45.2K +262 +6%
AMG
1338
Advisors Management Group
Wisconsin
$756K -$2.42K -14 -0.3%
PFP
1339
Paragon Financial Partners
California
$753K – – –
BFA
1340
Buttonwood Financial Advisors
Maryland
$752K -$3.28K -19 -0.4%
PWP
1341
Principle Wealth Partners
Connecticut
$752K +$51.8K +300 +7%
MCM
1342
Mork Capital Management
California
$751K – – –
FCBT
1343
First Citizens Bank & Trust
North Carolina
$750K -$49.5K -287 -6%
LFA
1344
LifeGuide Financial Advisors
Pennsylvania
$747K -$17.3K -100 -2%
PFGIA
1345
Patriot Financial Group Insurance Agency
Massachusetts
$747K +$65.8K +381 +9%
FFM
1346
Forum Financial Management
Illinois
$746K -$345 -2 -0%
PI
1347
Pettee Investors
Connecticut
$745K – – –
CSB
1348
City State Bank
Iowa
$744K – – –
EHWM
1349
Eads & Heald Wealth Management
Georgia
$743K -$9.49K -55 -1%
DMBA
1350
Deseret Mutual Benefit Administrators
Utah
$743K -$44.7K -259 -5%
52 53
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55 56