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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1376
Asset Allocation & Management Company
Illinois
$842K – – –
CPC
1377
Cookson Peirce & Co
Pennsylvania
$838K +$330K +1,798 +71%
ACA
1378
Aptus Capital Advisors
Alabama
$835K -$1.7M -9,280 -68%
CWP
1379
Concord Wealth Partners
Virginia
$833K +$192K +1,048 +32%
SQA
1380
Simon Quick Advisors
New Jersey
$833K +$89.5K +488 +13%
TWD
1381
True Wealth Design
Ohio
$831K +$779K +4,247 +11,478%
CAGAS
1382
Capital Advisory Group Advisory Services
Minnesota
$831K -$1.65K -9 -0.2%
JWA
1383
JFS Wealth Advisors
Pennsylvania
$831K -$24.4K -133 -3%
BW
1384
Bison Wealth
Georgia
$828K -$64K -349 -7%
CCM
1385
Cohen Capital Management
California
$824K – – –
GL
1386
Graypoint LLC
New York
$824K +$236K +1,284 +43%
DAC
1387
Dividend Assets Capital
South Carolina
$820K – – –
GFA
1388
Gallagher Fiduciary Advisors
Illinois
$819K +$774K +4,219 New
IWA
1389
IVC Wealth Advisors
Pennsylvania
$816K -$275K -1,499 -26%
SVWAG
1390
Sound View Wealth Advisors Group
Georgia
$814K -$76.9K -419 -9%
PFWA
1391
Paces Ferry Wealth Advisors
Georgia
$813K -$139K -757 -15%
VCP
1392
Verus Capital Partners
Arizona
$813K +$86.6K +472 +13%
GWM
1393
Geneos Wealth Management
Colorado
$813K -$199K -1,084 -21%
SWM
1394
Salvus Wealth Management
New Jersey
$811K +$15.6K +85 +2%
LA
1395
LVW Advisors
New York
$805K -$121K -662 -14%
GWM
1396
Greenwich Wealth Management
Connecticut
$802K +$3.12K +17 +0.4%
WC
1397
Whitney & Co
New York
$801K -$11K -60 -1%
SA
1398
SRN Advisors
Pennsylvania
$800K +$186K +1,015 +32%
SHFA
1399
SC&H Financial Advisors
Maryland
$799K +$756K +4,120 New
CA
1400
Continuum Advisory
Idaho
$799K +$18.2K +99 +2%
54 55
56
57 58