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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1551
Marex Group
$550K +$545K +3,067 New
EGA
1552
E&G Advisors
Texas
$549K – – –
AWAU
1553
Alliance Wealth Advisors (Utah)
Utah
$549K +$10.1K +57 +2%
CG
1554
Clifford Group
Massachusetts
$547K +$85.4K +481 +19%
WAAG
1555
Wealth Alliance Advisory Group
Kansas
$547K +$36.6K +206 +7%
SFB
1556
STAR Financial Bank
Indiana
$547K +$1.42K +8 +0.3%
MCCA
1557
Mill Creek Capital Advisors
Pennsylvania
$547K +$32.8K +185 +6%
MIG
1558
McGuire Investment Group
Rhode Island
$545K +$4.44K +25 +0.8%
PWMG
1559
Provence Wealth Management Group
California
$542K -$24.9K -140 -4%
SEM
1560
Strategic Equity Management
Arizona
$542K +$4.08K +23 +0.8%
PCA
1561
Prosperity Capital Advisors
Ohio
$542K +$4.97K +28 +0.9%
CFFP
1562
Center for Financial Planning
Michigan
$541K +$2.31K +13 +0.4%
MCM
1563
Magnolia Capital Management
New York
$541K – – –
FAM
1564
Formidable Asset Management
Ohio
$540K – – –
TCPWM
1565
Traverso Chambers Private Wealth Management
California
$540K +$4.26K +24 +0.8%
LFM
1566
Lumina Fund Management
New York
$538K – – –
MJRIC
1567
Mogy Joel R Investment Counsel
California
$538K – – –
GWM
1568
Gray Wealth Management
Maine
$537K -$9.23K -52 -2%
FRM
1569
Fox Run Management
Connecticut
$533K +$528K +2,976 New
SFP
1570
Sterling Financial Planning
New Jersey
$533K -$121K -680 -19%
GWSG
1571
GPS Wealth Strategies Group
Colorado
$532K -$82.6K -465 -14%
WCG
1572
Weaver Consulting Group
California
$532K -$10.3K -58 -2%
BMCM
1573
Burns Matteson Capital Management
New York
$530K +$525K +2,957 New
VW
1574
Vance Wealth
California
$529K – – –
MWM
1575
Mascoma Wealth Management
New Hampshire
$529K -$4.26K -24 -0.8%
61 62
63
64 65