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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1526
Magnolia Capital Management
New York
$586K – – –
MIG
1527
McGuire Investment Group
Rhode Island
$585K +$1.47K +8 +0.3%
FAM
1528
Formidable Asset Management
Ohio
$584K – – –
HCA
1529
Harbour Capital Advisors
Virginia
$584K – – –
CFFP
1530
Center for Financial Planning
Michigan
$583K -$18.7K -102 -3%
AWAU
1531
Alliance Wealth Advisors (Utah)
Utah
$583K +$33K +180 +6%
LFM
1532
Lumina Fund Management
New York
$582K – – –
MJRIC
1533
Mogy Joel R Investment Counsel
California
$582K – – –
SEM
1534
Strategic Equity Management
Arizona
$582K – – –
BIP
1535
Blueprint Investment Partners
North Carolina
$582K -$648K -3,533 -54%
PCA
1536
Prosperity Capital Advisors
Ohio
$581K -$2.2K -12 -0.4%
CANY
1537
Caxton Associates (New York)
New York
$580K +$549K +2,991 New
TCPWM
1538
Traverso Chambers Private Wealth Management
California
$579K +$183 +1 +0%
SWP
1539
Strategic Wealth Partners
Ohio
$577K -$35.2K -192 -6%
GWANC
1540
Guardian Wealth Advisors (North Carolina)
North Carolina
$577K +$85.1K +464 +18%
VW
1541
Vance Wealth
California
$572K +$6.05K +33 +1%
CCIA
1542
Campbell & Co Investment Adviser
Maryland
$568K +$537K +2,926 New
LIA
1543
Luken Investment Analytics
Tennessee
$566K – – –
CF
1544
Corrigan Financial
Rhode Island
$566K – – –
TFS
1545
Thoroughbred Financial Services
Tennessee
$564K +$12.5K +68 +2%
RFN
1546
RDA Financial Network
Iowa
$563K +$6.97K +38 +1%
RCM
1547
RB Capital Management
Nevada
$561K – – –
SMA
1548
Sage Mountain Advisors
Georgia
$561K +$530K +2,890 New
HCP
1549
Holt Capital Partners
Texas
$560K – – –
NAS
1550
NWF Advisory Services
California
$559K +$572K +3,121 New
60 61
62
63 64