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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1526
Key Client Fiduciary Advisors
New Jersey
$237K +$257K +2,838 New
CPA
1527
Capital Performance Advisors
California
$236K +$256K +2,825 New
MK
1528
MASTERINVEST Kapitalanlage
$234K +$28.4K +313 +13%
CCC
1529
Compass Capital Corp
Massachusetts
$233K +$362 +4 +0.2%
NHT
1530
New Hampshire Trust
New Hampshire
$232K -$815 -9 -0.3%
PIM
1531
Plato Investment Management
Australia
$232K -$253K -2,793 -50%
MCC
1532
Money Concepts Capital
Florida
$231K +$60.2K +665 +32%
SVWAG
1533
Sound View Wealth Advisors Group
Georgia
$230K -$163K -1,796 -39%
RWP
1534
Ridgecrest Wealth Partners
California
$230K +$45.3K +500 +22%
DAC
1535
Dividend Assets Capital
South Carolina
$230K -$32.9K -363 -12%
1W
1536
1776 Wealth
Georgia
$230K – – –
AB
1537
Atlas Brown
Kentucky
$230K -$52.4K -579 -17%
CIA
1538
Choate Investment Advisors
Massachusetts
$229K -$25.7K -284 -9%
PWM
1539
Palumbo Wealth Management
New York
$229K +$4.44K +49 +2%
HWA
1540
Heartwood Wealth Advisors
Virginia
$229K -$362 -4 -0.1%
CRC
1541
Curi RMB Capital
Illinois
$228K +$30.2K +333 +14%
LAM
1542
LECAP Asset Management
United Kingdom
$227K -$338K -3,733 -58%
AC
1543
Armistice Capital
New York
$227K +$246K +2,712 New
FAFN
1544
First Affirmative Financial Network
Colorado
$226K -$32.9K -363 -12%
WAM
1545
Weatherly Asset Management
California
$226K -$35.8K -395 -13%
PA
1546
PFG Advisors
Arizona
$226K +$245K +2,706 New
SMC
1547
Smith, Moore & Co
Missouri
$226K -$307K -3,384 -56%
SNWA
1548
Siligmueller & Norvid Wealth Advisors
Illinois
$225K +$243K +2,688 New
RPCONE
1549
Retirement Planning Company of New England
Rhode Island
$225K -$3.44K -38 -1%
VFM
1550
Vision Financial Markets
Connecticut
$224K -$36K -398 -13%
60 61
62
63 64