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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
1551
Yeomans Consulting Group
Georgia
$496K +$477K +3,156 New
EC
1552
Eaton-Cambridge
Arizona
$496K +$477K +3,155 New
LHC
1553
Little House Capital
Massachusetts
$496K -$44.3K -293 -9%
EFA
1554
Evernest Financial Advisors
Indiana
$495K +$476K +3,151 New
MFG
1555
MidWestOne Financial Group
Iowa
$495K – – –
RCM
1556
RB Capital Management
Nevada
$495K -$14.7K -97 -3%
EA
1557
Emerald Advisors
Washington
$494K -$117K -772 -20%
ECA
1558
Elevated Capital Advisors
Utah
$494K +$72.1K +477 +18%
VCM
1559
Versant Capital Management
Arizona
$494K -$6.96K -46 -1%
OFG
1560
Oxford Financial Group
Indiana
$494K +$5.9K +39 +1%
GFP
1561
Gryphon Financial Partners
Ohio
$493K +$257K +1,701 +128%
SP
1562
Successful Portfolios
Florida
$493K -$22.7K -150 -5%
RWPA
1563
Richard W. Paul & Associates
Michigan
$493K -$756 -5 -0.2%
HWA
1564
HCR Wealth Advisors
California
$493K +$273K +1,805 +136%
PCA
1565
Prosperity Capital Advisors
Ohio
$491K -$24.9K -165 -5%
LFA
1566
Landmark Financial Advisors
Kentucky
$489K -$7.56K -50 -2%
EWA
1567
ERTS Wealth Advisors
Michigan
$486K -$8.92K -59 -2%
MG
1568
Marex Group
$484K +$221K +1,460 +90%
BCM
1569
BluePath Capital Management
Georgia
$484K +$108K +712 +31%
EGA
1570
E&G Advisors
Texas
$483K -$11.8K -78 -2%
TCPWM
1571
Traverso Chambers Private Wealth Management
California
$482K +$1.21K +8 +0.3%
DLA
1572
Douglas Lane & Associates
New York
$481K -$17.4K -115 -4%
WAG
1573
Wallace Advisory Group
California
$479K -$23.7K -157 -5%
PCS
1574
Personal CFO Solutions
New Jersey
$478K -$7.86K -52 -2%
PAMG
1575
Patton Albertson Miller Group
Tennessee
$477K -$18.9K -125 -4%
61 62
63
64 65