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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1376
WhitTier Trust Company
Nevada
$430K -$3.65K -34 -0.8%
EWM
1377
Empirical Wealth Management
Washington
$430K -$455K -4,245 -49%
RMAM
1378
Raab & Moskowitz Asset Management
New Jersey
$429K -$49.2K -459 -10%
HCM
1379
Howland Capital Management
Massachusetts
$429K -$13.9K -130 -3%
VCM
1380
Virtue Capital Management
Tennessee
$429K +$24.8K +231 +5%
TC
1381
Tannin Capital
North Carolina
$427K +$217K +2,024 +87%
PMSA
1382
Patrick M. Sweeney & Associates
Illinois
$427K +$107 +1 +0%
MGWM
1383
Marks Group Wealth Management
Minnesota
$425K – – –
OWA
1384
One Wealth Advisors
California
$425K +$153K +1,424 +49%
AC
1385
Avestar Capital
New York
$424K +$234K +2,185 +103%
SWM
1386
SeaCrest Wealth Management
New York
$421K -$87.2K -813 -16%
CIAS
1387
CFS Investment Advisory Services
New Jersey
$420K -$11.4K -106 -3%
CPA
1388
Capital Performance Advisors
California
$420K -$80.6K -752 -15%
ACIM
1389
Azimuth Capital Investment Management
Michigan
$418K -$16.1K -150 -3%
OFC
1390
Oakland Financial Corp
$418K – – –
FMWA
1391
Forvis Mazars Wealth Advisors
Missouri
$417K -$124K -1,152 -21%
DT
1392
Diversified Trust
Tennessee
$417K +$78.9K +736 +21%
JWA
1393
JFS Wealth Advisors
Pennsylvania
$416K +$322 +3 +0.1%
DBFM
1394
Dickmeyer Boyce Financial Management
Indiana
$416K +$453K +4,227 New
CIA
1395
Caerus Investment Advisors
Texas
$416K -$376K -3,507 -45%
MWC
1396
MBM Wealth Consultants
Missouri
$414K +$32.3K +301 +8%
CWM
1397
CCG Wealth Management
California
$413K +$451K +4,201 New
PCM
1398
Penserra Capital Management
California
$413K +$14.2K +132 +3%
ALAM
1399
Asahi Life Asset Management
Japan
$413K -$90.3K -842 -17%
AA
1400
Acorns Advisers
California
$412K +$35K +326 +8%
54 55
56
57 58