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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1401
Spotlight Asset Group
Illinois
$224K +$201K +2,018 New
BFA
1402
Beaumont Financial Advisors
Massachusetts
$222K -$19.1K -191 -9%
SAM
1403
Secure Asset Management
Michigan
$222K -$16.7K -167 -8%
PCC
1404
Park Circle Company
Maryland
$222K – – –
LB
1405
Legacy Bridge
Iowa
$221K -$25K -250 -11%
AWA
1406
Arkadios Wealth Advisors
Georgia
$220K -$8.48K -85 -4%
QCG
1407
Quadrant Capital Group
Ohio
$220K +$74.1K +742 +60%
AFA
1408
American Financial Advisors
Georgia
$220K +$186K +1,859 New
WA
1409
Waverly Advisors
Alabama
$219K +$137K +1,375 New
GHA
1410
GW Henssler & Associates
Georgia
$219K +$197K +1,969 New
CYG
1411
Clean Yield Group
Vermont
$218K -$28.9K -290 -13%
SWM
1412
Sugarloaf Wealth Management
Georgia
$218K -$19.6K -196 -9%
PA
1413
Procyon Advisors
Connecticut
$218K +$91.4K +916 +88%
MIC
1414
Means Investment Company
Maine
$218K +$139K +1,396 New
PL
1415
Plancorp LLC
Missouri
$218K +$196K +1,962 New
PG
1416
Pendal Group
Australia
$218K +$196K +1,964 New
LSPW
1417
Lake Street Private Wealth
Illinois
$218K +$196K +1,967 New
QT
1418
Quantamental Technologies
New York
$217K +$195K +1,953 New
NEAM
1419
New England Asset Management
Connecticut
$216K – – –
SCA
1420
Stuart Chaussee & Associates
California
$216K – – –
CIP
1421
Convergence Investment Partners
Florida
$216K +$194K +1,942 New
BFA
1422
Benedict Financial Advisors
Georgia
$216K +$194K +1,947 New
PFBT
1423
Parkside Financial Bank & Trust
Missouri
$215K +$92.8K +930 +92%
AB
1424
Atlas Brown
Kentucky
$215K +$193K +1,935 New
MCM
1425
McRae Capital Management
New Jersey
$214K +$192K +1,921 New
55 56
57
58 59