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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1426
AXS Investments
New York
$664K -$1.01M -5,817 -60%
SQA
1427
Simon Quick Advisors
New Jersey
$662K +$32.5K +188 +5%
HCM
1428
Hengehold Capital Management
Ohio
$661K +$51.6K +298 +9%
WEG
1429
World Equity Group
Illinois
$661K +$27.9K +161 +4%
CWM
1430
Compass Wealth Management
Connecticut
$660K +$657K +3,796 New
EP
1431
Edgestream Partners
New Jersey
$658K +$361K +2,085 +123%
VIM
1432
Vista Investment Management
Pennsylvania
$657K +$177K +1,025 +37%
KC
1433
Kingfisher Capital
North Carolina
$657K +$346 +2 +0.1%
JWM
1434
Jeppson Wealth Management
California
$657K -$38.8K -224 -6%
DWM
1435
Drive Wealth Management
Utah
$656K +$198K +1,141 +43%
CFMC
1436
Curbstone Financial Management Corp
New Hampshire
$649K +$182K +1,050 +39%
VCP
1437
Verus Capital Partners
Arizona
$646K +$181K +1,045 +39%
TNAM
1438
Terra Nova Asset Management
New York
$646K -$17.7K -102 -3%
SWM
1439
Spire Wealth Management
Virginia
$643K +$79.3K +458 +14%
MWM
1440
Maltin Wealth Management
New Jersey
$643K -$43.8K -253 -6%
OWP
1441
Obermeyer Wealth Partners
Colorado
$641K – – –
WSTAM
1442
Wilbanks Smith & Thomas Asset Management
Virginia
$638K -$14.5K -84 -2%
CWP
1443
Capital Wealth Planning
Florida
$636K -$275M -1,590,298 -100%
LCM
1444
Liberty Capital Management
Michigan
$635K -$26K -150 -4%
PG
1445
Patten Group
Tennessee
$631K -$12.1K -70 -2%
CA
1446
Claro Advisors
Massachusetts
$631K +$55.9K +323 +10%
FIBT
1447
First International Bank & Trust
North Dakota
$630K -$48.8K -282 -7%
FLI
1448
Family Legacy Inc
South Carolina
$628K -$2.6K -15 -0.4%
BEAM
1449
Baker Ellis Asset Management
Washington
$628K -$17.3K -100 -3%
MBT
1450
Montecito Bank & Trust
California
$627K +$30.3K +175 +5%
56 57
58
59 60