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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1401
TBH Global Asset Management
Tennessee
$655K +$19.4K +128 +3%
DBG
1402
De Burlo Group
Massachusetts
$654K – – –
CC
1403
Cornerstone Capital
California
$653K +$124K +820 +25%
XWM
1404
Xcel Wealth Management
Florida
$652K -$119K -785 -16%
RL
1405
Rogco LP
Oklahoma
$649K -$30.1K -199 -5%
SHFA
1406
SC&H Financial Advisors
Maryland
$647K – – –
WGAM
1407
Wilkinson Global Asset Management
New York
$647K +$65.8K +435 +12%
SQA
1408
Simon Quick Advisors
New Jersey
$646K +$34K +225 +6%
WC
1409
Whitney & Co
New York
$645K -$2.12K -14 -0.3%
CIA
1410
Cladis Investment Advisory
Montana
$640K +$149K +987 +32%
DDC
1411
DF Dent & Co
Maryland
$639K -$506K -3,344 -45%
PWPS
1412
Pinnacle Wealth Planning Services
Ohio
$638K -$21.5K -142 -3%
CAWM
1413
Capital Advisors Wealth Management
Washington
$637K -$2.72K -18 -0.4%
CPIG
1414
Chicago Partners Investment Group
Illinois
$637K -$24.8K -164 -4%
PFWA
1415
Paces Ferry Wealth Advisors
Georgia
$634K -$7.41K -49 -1%
ESBC
1416
E.S. Barr & Co
Kentucky
$633K -$1.06K -7 -0.2%
DF
1417
Donoghue Forlines
Massachusetts
$631K -$60.2K -398 -9%
PWMG
1418
Provence Wealth Management Group
California
$631K +$99.2K +656 +20%
SAM
1419
S.A. Mason
Michigan
$631K -$15.1K -100 -2%
EWA
1420
EverSource Wealth Advisors
Alabama
$626K +$21.3K +141 +4%
DAM
1421
Diamant Asset Management
Connecticut
$625K – – –
SIM
1422
Studio Investment Management
Illinois
$625K +$283K +1,871 +89%
KCM
1423
Kanawha Capital Management
Virginia
$625K +$1.66K +11 +0.3%
C
1424
CEDRUS
Colorado
$620K +$597K +3,946 New
WEG
1425
World Equity Group
Illinois
$620K -$171K -1,134 -22%
55 56
57
58 59