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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1551
Vance Wealth
California
$507K – – –
GWM
1552
Gray Wealth Management
Maine
$506K +$13K +75 +3%
PCS
1553
Personal CFO Solutions
New Jersey
$503K +$12.5K +72 +3%
RCM
1554
RB Capital Management
Nevada
$503K -$1.73K -10 -0.3%
MCI
1555
MRP Capital Investments
Georgia
$502K +$500K +2,887 New
HCP
1556
Holt Capital Partners
Texas
$502K – – –
SWM
1557
Segment Wealth Management
Texas
$500K +$346 +2 +0.1%
MCCP
1558
Mission Creek Capital Partners
California
$500K -$866 -5 -0.2%
AWAP
1559
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$500K +$8.31K +48 +2%
RFN
1560
RDA Financial Network
Iowa
$498K -$8.65K -50 -2%
KWMG
1561
King Wealth Management Group
Florida
$497K +$173 +1 +0%
GCM
1562
Gallacher Capital Management
Colorado
$496K +$494K +2,853 New
LNB
1563
Ledyard National Bank
$496K – – –
TFS
1564
Thoroughbred Financial Services
Tennessee
$493K +$26.3K +152 +6%
DIA
1565
Dana Investment Advisors
Wisconsin
$493K +$167K +963 +51%
KWA
1566
KCS Wealth Advisory
California
$492K +$271K +1,565 +124%
AWAU
1567
Alliance Wealth Advisors (Utah)
Utah
$491K +$489K +2,825 New
MPW
1568
MA Private Wealth
California
$491K -$49.9K -288 -9%
CCA
1569
Cobblestone Capital Advisors
New York
$488K -$34.6K -200 -7%
ITIM
1570
Indiana Trust & Investment Management
Indiana
$483K – – –
WAAG
1571
Wealth Alliance Advisory Group
Kansas
$478K +$13.2K +76 +3%
RFA
1572
Register Financial Advisors
Georgia
$478K +$476K +2,752 New
AW
1573
Atlas Wealth
Ohio
$478K +$476K +2,751 New
MFG
1574
MidWestOne Financial Group
Iowa
$475K – – –
HA
1575
Herold Advisors
New York
$475K +$173K +1,001 +58%
61 62
63
64 65