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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1501
Compagnie Lombard Odier SCmA
Switzerland
$498K -$48.2K -317 -9%
NLP
1502
Next Level Private
New York
$495K +$98.3K +647 +24%
PPC
1503
Park Place Capital
Alabama
$494K -$66.7K -439 -12%
NCM
1504
NCM Capital Management
New Jersey
$493K +$121K +793 +31%
V
1505
ViaWealth
Kansas
$492K – – –
KWM
1506
Kolinsky Wealth Management
New Jersey
$490K -$29.8K -196 -6%
GI
1507
GAMMA Investing
California
$488K -$6.23K -41 -1%
GEA
1508
Glen Eagle Advisors
New Jersey
$488K -$17.6K -116 -3%
CIC
1509
Cutler Investment Counsel
Oregon
$487K -$56.9K -374 -10%
CIA
1510
Cape Investment Advisory
Georgia
$487K -$59.9K -394 -11%
PCS
1511
Personal CFO Solutions
New Jersey
$486K +$34.8K +229 +8%
IGAM
1512
iA Global Asset Management
Quebec, Canada
$483K -$100K -658 -17%
EC
1513
Eaton-Cambridge
Arizona
$483K +$14K +92 +3%
DLA
1514
Douglas Lane & Associates
New York
$483K +$28.6K +188 +6%
KIG
1515
Kennedy Investment Group
New Jersey
$482K +$12.2K +80 +3%
MCC
1516
Malaga Cove Capital
California
$481K – – –
MF
1517
Montis Financial
Massachusetts
$481K – – –
WJWM
1518
Williams Jones Wealth Management
New York
$481K -$88.8K -584 -15%
PP
1519
Patten & Patten
Tennessee
$480K +$43K +283 +10%
MA
1520
MKT Advisors
California
$480K -$277K -1,819 -36%
WSC
1521
Wellington Shields & Co
New York
$479K +$243K +1,600 +98%
CC
1522
Corton Capital
Ontario, Canada
$479K -$417K -2,746 -46%
CAC
1523
Core Alternative Capital
Georgia
$479K -$59.1K -389 -11%
SOS
1524
Silver Oak Securities
Tennessee
$479K -$33.4K -220 -6%
DWM
1525
Drive Wealth Management
Utah
$478K -$43.8K -288 -8%
59 60
61
62 63