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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1401
Stewardship Financial Advisors
Georgia
$224K +$201K +2,011 New
SAG
1402
Spotlight Asset Group
Illinois
$224K +$201K +2,018 New
BFA
1403
Beaumont Financial Advisors
Massachusetts
$222K -$19.1K -191 -9%
SAM
1404
Secure Asset Management
Michigan
$222K -$16.7K -167 -8%
PCC
1405
Park Circle Company
Maryland
$222K – – –
LB
1406
Legacy Bridge
Iowa
$221K -$25K -250 -11%
AWA
1407
Arkadios Wealth Advisors
Georgia
$220K -$8.48K -85 -4%
QCG
1408
Quadrant Capital Group
Ohio
$220K +$74.1K +742 +60%
AFA
1409
American Financial Advisors
Georgia
$220K +$186K +1,859 New
WA
1410
Waverly Advisors
Alabama
$219K +$137K +1,375 New
GHA
1411
GW Henssler & Associates
Georgia
$219K +$197K +1,969 New
CYG
1412
Clean Yield Group
Vermont
$218K -$28.9K -290 -13%
SWM
1413
Sugarloaf Wealth Management
Georgia
$218K -$19.6K -196 -9%
PA
1414
Procyon Advisors
Connecticut
$218K +$91.4K +916 +88%
MIC
1415
Means Investment Company
Maine
$218K +$139K +1,396 New
PL
1416
Plancorp LLC
Missouri
$218K +$196K +1,962 New
PG
1417
Pendal Group
Australia
$218K +$196K +1,964 New
LSPW
1418
Lake Street Private Wealth
Illinois
$218K +$196K +1,967 New
QT
1419
Quantamental Technologies
New York
$217K +$195K +1,953 New
NEAM
1420
New England Asset Management
Connecticut
$216K – – –
SCA
1421
Stuart Chaussee & Associates
California
$216K – – –
CIP
1422
Convergence Investment Partners
Florida
$216K +$194K +1,942 New
BFA
1423
Benedict Financial Advisors
Georgia
$216K +$194K +1,947 New
PFBT
1424
Parkside Financial Bank & Trust
Missouri
$215K +$92.8K +930 +92%
AB
1425
Atlas Brown
Kentucky
$215K +$193K +1,935 New
55 56
57
58 59