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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1526
SimplyRich
California
$418K +$191K +1,452 +90%
WCG
1527
Weaver Consulting Group
California
$416K +$11.7K +89 +3%
GL
1528
Graypoint LLC
New York
$416K +$181K +1,375 +82%
CCFM
1529
Clear Creek Financial Management
Washington
$416K +$57.9K +441 +17%
KP
1530
Keel Point
Alabama
$416K +$13K +99 +3%
CIA
1531
Cape Investment Advisory
Georgia
$415K +$87K +663 +28%
DI
1532
DAGCO Inc
Ohio
$415K -$52K -396 -12%
GHA
1533
GW Henssler & Associates
Georgia
$415K +$93.3K +711 +31%
FTC
1534
Farmers Trust Company
Ohio
$414K +$49.2K +375 +14%
MAV
1535
Mason & Associates (Virginia)
Virginia
$412K – – –
FFM
1536
Forum Financial Management
Illinois
$412K – – –
GCAC
1537
Guardian Capital Advisors (Canada)
Ontario, Canada
$410K – – –
CAC
1538
Core Alternative Capital
Georgia
$410K -$3.54K -27 -0.9%
SWA
1539
Stratos Wealth Advisors
Ohio
$409K -$66.7K -508 -14%
PFBT
1540
Parkside Financial Bank & Trust
Missouri
$408K -$11.7K -89 -3%
BWS
1541
Buck Wealth Strategies
Colorado
$406K -$196K -1,496 -33%
HCA
1542
Harbour Capital Advisors
Virginia
$405K – – –
VW
1543
Vance Wealth
California
$404K -$1.31K -10 -0.3%
VIM
1544
Vista Investment Management
Pennsylvania
$403K +$2.36K +18 +0.6%
HA
1545
Herold Advisors
New York
$402K +$114K +865 +42%
SPWM
1546
Schrum Private Wealth Management
Florida
$399K +$144K +1,100 +60%
DWM
1547
Defined Wealth Management
Oregon
$398K -$64.6K -492 -14%
MCC
1548
Malaga Cove Capital
California
$398K -$33.1K -252 -8%
LIA
1549
Luken Investment Analytics
Tennessee
$398K – – –
LAM
1550
L2 Asset Management
Massachusetts
$398K +$14.7K +112 +4%
60 61
62
63 64