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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1401
Patten Group
Tennessee
$791K – – –
FMBTD
1402
First Midwest Bank Trust Division
Illinois
$789K +$407 +2 +0.1%
CA
1403
Corrado Advisors
New Jersey
$782K – – –
MAG
1404
MRA Advisory Group
New Jersey
$782K – – –
FFM
1405
Forum Financial Management
Illinois
$778K +$738K +3,630 New
PG
1406
Pendal Group
Australia
$777K -$1.62M -7,950 -69%
PK
1407
Pflug Koory
Nebraska
$777K -$17.3K -85 -2%
RWM
1408
Ritholtz Wealth Management
New York
$777K +$128K +631 +21%
FIA
1409
Foundations Investment Advisors
Arizona
$775K -$131K -644 -15%
FCMT
1410
Founders Capital Management (Texas)
Texas
$774K -$8.14K -40 -1%
LHC
1411
Little House Capital
Massachusetts
$773K +$9.76K +48 +1%
SLF
1412
Sun Life Financial
Ontario, Canada
$770K +$39.7K +195 +6%
MFG
1413
Menard Financial Group
Texas
$768K +$18.5K +91 +3%
FF
1414
FourThought Financial
Florida
$767K -$47.4K -233 -6%
CBTWT
1415
Community Bank & Trust (Waco, Texas)
Texas
$766K +$16.1K +79 +2%
ALAM
1416
Asahi Life Asset Management
Japan
$765K -$79.3K -390 -10%
DWM
1417
Defined Wealth Management
Oregon
$762K – – –
NAG
1418
Northstar Advisory Group
New Jersey
$762K +$723K +3,556 New
ML
1419
McAdam LLC
Pennsylvania
$761K -$25.4K -125 -3%
EWA
1420
ERTS Wealth Advisors
Michigan
$760K -$24.4K -120 -3%
SAM
1421
Secure Asset Management
Michigan
$759K +$102K +501 +16%
EWA
1422
EverSource Wealth Advisors
Alabama
$758K +$719K +3,536 New
DLA
1423
Douglas Lane & Associates
New York
$752K -$37.6K -185 -5%
BC
1424
Burney Company
Virginia
$750K -$24.4K -120 -3%
EW
1425
Evoke Wealth
California
$750K +$20.9K +103 +3%
55 56
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