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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
1451
Wealth Management Solutions
Pennsylvania
$728K -$82.4K -388 -10%
DC
1452
DeDora Capital
California
$727K +$721K +3,391 New
SXL
1453
Summit X LLC
Missouri
$726K +$15.5K +73 +2%
RCWM
1454
Royal Capital Wealth Management
Indiana
$725K -$212 -1 -0%
MF
1455
Montis Financial
Massachusetts
$723K +$212 +1 +0%
HFM
1456
Harvest Fund Management
China
$723K +$56.5K +266 +9%
AWM
1457
Absher Wealth Management
North Carolina
$723K +$72.9K +343 +11%
EAM
1458
Erste Asset Management
Austria
$721K +$193K +908 +38%
AFWM
1459
AMJ Financial Wealth Management
Virginia
$720K +$5.95K +28 +0.8%
WEG
1460
World Equity Group
Illinois
$719K +$712K +3,353 New
SAM
1461
Summit Asset Management
Tennessee
$717K – – –
SP
1462
Successful Portfolios
Florida
$715K – – –
SWA
1463
SFMG Wealth Advisors
Texas
$714K -$12.5K -59 -2%
M
1464
Mirova
France
$714K -$637 -3 -0.1%
WP
1465
WealthSource Partners
California
$713K -$119K -560 -14%
CFCI
1466
Comprehensive Financial Consultants Institutional
Indiana
$709K -$16.1K -76 -2%
PSP
1467
Principal Street Partners
Tennessee
$708K +$101K +476 +17%
MWM
1468
Mascoma Wealth Management
New Hampshire
$708K +$589K +2,770 +523%
EW
1469
Evoke Wealth
California
$706K -$44K -207 -6%
BC
1470
Burney Company
Virginia
$704K -$45.5K -214 -6%
SFP
1471
Sterling Financial Planning
New Jersey
$703K -$89.2K -420 -11%
SCM
1472
Stevens Capital Management
Pennsylvania
$701K +$694K +3,267 New
PAG
1473
Powers Advisory Group
Illinois
$700K +$3.83K +18 +0.6%
PFBT
1474
Parkside Financial Bank & Trust
Missouri
$700K +$21.2K +100 +3%
RIA
1475
Richwood Investment Advisors
Ohio
$699K +$104K +490 +18%
57 58
59
60 61