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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1351
Evermay Wealth Management
Virginia
$890K -$27.5K -150 -3%
LWM
1352
Lyell Wealth Management
California
$887K -$36.7K -200 -4%
TWM
1353
Thrive Wealth Management
Pennsylvania
$886K +$80.5K +439 +11%
MWA
1354
Meridian Wealth Advisors
Texas
$886K +$19.1K +104 +2%
LIM
1355
Longfellow Investment Management
Massachusetts
$882K +$110K +601 +15%
PWP
1356
Principle Wealth Partners
Connecticut
$878K – – –
DFG
1357
Delta Financial Group
New Jersey
$878K +$11K +60 +1%
DI
1358
DAGCO Inc
Ohio
$877K -$8.62K -47 -1%
AIM
1359
Acropolis Investment Management
Missouri
$876K +$74.1K +404 +10%
OC
1360
Oakworth Capital
Alabama
$876K – – –
SRG
1361
SBB Research Group
Illinois
$874K +$7.15K +39 +0.9%
HIA
1362
Harbor Investment Advisory
Maryland
$874K -$251K -1,366 -23%
GCM
1363
Greenland Capital Management
New York
$873K +$825K +4,500 New
IW
1364
Imprint Wealth
South Carolina
$871K +$824K +4,491 New
DWM
1365
Darwin Wealth Management
Florida
$871K -$18.5K -101 -2%
IAS
1366
Insigneo Advisory Services
Florida
$870K +$88.4K +482 +12%
CL
1367
CIM LLC
New York
$867K +$820K +4,468 New
IAMOG
1368
Investors Asset Management of Georgia
Georgia
$863K -$9.17K -50 -1%
VSQM
1369
V-Square Quantitative Management
Illinois
$862K +$815K +4,445 New
WFA
1370
WestHill Financial Advisors
California
$862K -$18.2K -99 -2%
SFA
1371
Souders Financial Advisors
Ohio
$861K +$814K +4,439 New
AAS
1372
Annex Advisory Services
Wisconsin
$855K -$4.22K -23 -0.5%
MCM
1373
McKinley Capital Management
Alaska
$855K +$808K +4,406 New
PFGIA
1374
Patriot Financial Group Insurance Agency
Massachusetts
$843K +$53.6K +292 +7%
FFM
1375
Forum Financial Management
Illinois
$843K +$18.2K +99 +2%
53 54
55
56 57