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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1501
Private Ocean
California
$55K -$7.22K -61 -12%
MAWCM
1502
Mine & Arao Wealth Creation & Management
California
$54K +$54.9K +464 New
CDIA
1503
Capital Directions Investment Advisors
Georgia
$53K – – –
DSC
1504
Duncker Streett & Co
Missouri
$53K +$53.9K +455 New
MWC
1505
MBM Wealth Consultants
Missouri
$52K – – –
SIAS
1506
Shine Investment Advisory Services
Colorado
$52K +$51.4K +434 +5,425%
FPFS
1507
First Personal Financial Services
North Carolina
$50K -$158K -1,332 -76%
AJ
1508
Ashburton (Jersey)
Jersey
$48K -$2.01K -17 -4%
FA
1509
Financial Advantage
Maryland
$46K – – –
FCB
1510
First Command Bank
Texas
$45K – – –
FCFS
1511
First Command Financial Services
Texas
$45K – – –
MIM
1512
Macroview Investment Management
Maryland
$45K – – –
FCM
1513
Firestone Capital Management
Florida
$44K +$45K +380 New
HWM
1514
Howard Wealth Management
Connecticut
$43K +$43.8K +370 New
CAL
1515
Capital Advisors Ltd
Ohio
$42K -$7.1K -60 -14%
WEC
1516
Winslow Evans & Crocker
Massachusetts
$42K – – –
JFA
1517
JNBA Financial Advisors
Minnesota
$41K – – –
JSC
1518
Jackson Square Capital
California
$41K +$41.4K +350 New
CIA
1519
Cascade Investment Advisors
Oregon
$41K -$26.6K -225 -39%
MAM
1520
Marquette Asset Management
Minnesota
$40K – – –
CAL
1521
Capital Analysts LLC
Pennsylvania
$40K +$118 +1 +0.3%
SIS
1522
Sound Income Strategies
Florida
$40K +$118 +1 +0.3%
FWM
1523
FSA Wealth Management
Massachusetts
$39K +$39.7K +335 New
CAM
1524
Columbia Asset Management
Michigan
$37.6K +$108K +915 +3%
SIM
1525
Sonora Investment Management
Arizona
$37K -$18.1K -153 -32%
59 60
61
62 63