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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1426
Avestar Capital
New York
$500K +$24.3K +150 +6%
MWM
1427
Mascoma Wealth Management
New Hampshire
$500K +$176K +1,091 +59%
CQS
1428
Credential Qtrade Securities
$500K +$178K +1,100 +60%
NA
1429
Navellier & Associates
Nevada
$497K -$68.3K -422 -13%
CA
1430
Cornerstone Advisory
Maryland
$497K +$228K +1,411 +93%
AFP
1431
Ausdal Financial Partners
Iowa
$496K -$26.5K -164 -5%
ITIM
1432
Indiana Trust & Investment Management
Indiana
$496K – – –
CF
1433
Corrigan Financial
Rhode Island
$496K – – –
WSTAM
1434
Wilbanks Smith & Thomas Asset Management
Virginia
$495K +$8.09K +50 +2%
FAM
1435
Formidable Asset Management
Ohio
$495K +$28K +173 +6%
MMHP
1436
Murphy Middleton Hinkle & Parker
Georgia
$494K -$125K -770 -21%
LSAG
1437
Lake Street Advisors Group
New Hampshire
$494K +$10K +62 +2%
WAM
1438
Weatherly Asset Management
California
$493K – – –
CWA
1439
Choice Wealth Advisors
Maine
$491K +$1.62K +10 +0.3%
EWM
1440
EPG Wealth Management
Georgia
$491K +$6.47K +40 +1%
TFO
1441
Tarbox Family Office
California
$490K – – –
TCB
1442
Texas Capital Bancshares
Texas
$490K – – –
SWM
1443
Segment Wealth Management
Texas
$488K +$6.79K +42 +1%
AWA
1444
Arete Wealth Advisors
Illinois
$483K +$1.13K +7 +0.2%
AWAP
1445
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$482K +$92.4K +571 +25%
ESB
1446
Essex Savings Bank
Connecticut
$480K +$809 +5 +0.2%
CPIG
1447
Chicago Partners Investment Group
Illinois
$479K +$5.5K +34 +1%
W
1448
WealthStone
Ohio
$479K +$24.3K +150 +6%
CWM
1449
Cabot Wealth Management
Massachusetts
$479K +$31.1K +192 +7%
BSA
1450
Braun Stacey Associates
New York
$478K -$162K -1,000 -26%
56 57
58
59 60