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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1476
Pflug Koory
Nebraska
$526K +$2.43K +16 +0.5%
LCM
1477
Liberty Capital Management
Michigan
$525K -$2.89K -19 -0.5%
LWM
1478
Liberty Wealth Management
California
$525K -$31.8K -209 -6%
OWA
1479
Octavia Wealth Advisors
Ohio
$523K -$32.2K -212 -6%
SWA
1480
Stratos Wealth Advisors
Ohio
$523K -$3.65M -24,038 -87%
DDC
1481
DF Dent & Co
Maryland
$523K -$82.5K -543 -13%
PPWP
1482
Premier Path Wealth Partners
New Jersey
$523K -$8.66K -57 -2%
CVA
1483
Central Valley Advisors
California
$522K – – –
RBC
1484
Roble Belko & Company
Pennsylvania
$522K +$12.2K +80 +2%
LWAM
1485
Legacy Wealth Asset Management
Minnesota
$519K +$11.1K +73 +2%
PIM
1486
Profit Investment Management
Maryland
$519K -$7.75K -51 -1%
SPIS
1487
Steward Partners Investment Solutions
Oregon
$518K +$71.7K +472 +16%
ECA
1488
Elevated Capital Advisors
Utah
$517K +$51.4K +338 +11%
MAG
1489
MRA Advisory Group
New Jersey
$517K -$68.1K -448 -11%
XWM
1490
Xcel Wealth Management
Florida
$516K -$103K -675 -16%
DAC
1491
Dividend Assets Capital
South Carolina
$512K -$29.6K -195 -5%
TBNY
1492
Trustco Bank (New York)
New York
$511K -$58.8K -387 -10%
RFG
1493
Range Financial Group
Oregon
$508K +$17.6K +116 +4%
SWM
1494
Segment Wealth Management
Texas
$506K +$760 +5 +0.1%
PCM
1495
Penserra Capital Management
California
$505K -$481K -3,166 -48%
CWI
1496
Conscious Wealth Investments
Florida
$505K -$35.7K -235 -6%
IA
1497
IFG Advisors
Missouri
$503K +$9.27K +61 +2%
CSC
1498
Caldwell Sutter Capital
California
$500K +$11.9K +78 +2%
AIC
1499
Archer Investment Corporation
Indiana
$500K – – –
IGWM
1500
ICA Group Wealth Management
Colorado
$499K -$23.4K -154 -4%
58 59
60
61 62