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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
1326
Eagle Bluffs Wealth Management
Missouri
$744K +$31K +204 +4%
VA
1327
Valmark Advisers
Ohio
$744K +$16K +105 +2%
CI
1328
CPR Investments
Michigan
$743K – – –
AIM
1329
Acropolis Investment Management
Missouri
$743K +$49.6K +326 +7%
BFAG
1330
Blackston Financial Advisory Group
Florida
$743K -$5.17K -34 -0.7%
FFN
1331
Focus Financial Network
Minnesota
$742K -$3.37M -22,148 -81%
RMAM
1332
Raab & Moskowitz Asset Management
New Jersey
$740K -$97.3K -640 -11%
VCM
1333
Virtue Capital Management
Tennessee
$739K +$114K +751 +17%
PMSA
1334
Patrick M. Sweeney & Associates
Illinois
$738K +$15.2K +100 +2%
HAFS
1335
Hapanowicz & Associates Financial Services
Pennsylvania
$738K – – –
MIM
1336
Morningstar Investment Management
Illinois
$737K – – –
FFA
1337
Founders Financial Alliance
North Carolina
$735K -$97.4K -641 -11%
PFGIA
1338
Patriot Financial Group Insurance Agency
Massachusetts
$734K +$6.08K +40 +0.8%
PFSC
1339
Peoples Financial Services Corp
Pennsylvania
$732K -$63.5K -418 -8%
TFG
1340
Taylor Financial Group
Virginia
$732K -$34.2K -225 -4%
DWM
1341
Darwin Wealth Management
Florida
$725K -$4.41K -29 -0.6%
AWG
1342
Altus Wealth Group
Colorado
$719K +$51.4K +338 +8%
PI
1343
Pettee Investors
Connecticut
$713K – – –
SFS
1344
Solitude Financial Services
Virginia
$713K – – –
AMG
1345
Advisors Management Group
Wisconsin
$707K -$14K -92 -2%
SAA
1346
Southeast Asset Advisors
Georgia
$705K – – –
ML
1347
McAdam LLC
Pennsylvania
$703K +$2.89K +19 +0.4%
BFA
1348
Buttonwood Financial Advisors
Maryland
$703K -$1.06K -7 -0.1%
SVWAG
1349
Sound View Wealth Advisors Group
Georgia
$702K +$16.4K +108 +2%
PWP
1350
Principle Wealth Partners
Connecticut
$702K -$608 -4 -0.1%
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