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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1551
Pinnacle Wealth Planning Services
Ohio
$396K +$9.85K +75 +3%
PPWP
1552
Premier Path Wealth Partners
New Jersey
$396K -$40.2K -306 -10%
KWM
1553
Kolinsky Wealth Management
New Jersey
$396K -$27.6K -210 -7%
SP
1554
Successful Portfolios
Florida
$394K +$11.2K +85 +3%
DLA
1555
Douglas Lane & Associates
New York
$394K -$1.18K -9 -0.3%
HWA
1556
Heartwood Wealth Advisors
Virginia
$393K -$191K -1,453 -34%
PWM
1557
Paulson Wealth Management
Illinois
$393K +$11.4K +87 +3%
JF
1558
Joule Financial
Kentucky
$392K +$20.1K +153 +6%
GWM
1559
Gray Wealth Management
Maine
$391K +$19.6K +149 +5%
CWI
1560
Conscious Wealth Investments
Florida
$391K -$46K -350 -11%
RWM
1561
Ritholtz Wealth Management
New York
$389K -$9.45K -72 -2%
MHIC
1562
Marble Harbor Investment Counsel
Massachusetts
$389K – – –
GEA
1563
Glen Eagle Advisors
New Jersey
$389K -$34.7K -264 -8%
CGL
1564
Clarius Group LLC
Washington
$388K +$18.3K +139 +5%
SWM
1565
Silverlake Wealth Management
Vermont
$385K +$1.31K +10 +0.4%
JWM
1566
Jeppson Wealth Management
California
$383K +$25.6K +195 +7%
CA
1567
Continuum Advisory
Idaho
$383K -$36.8K -280 -9%
MFC
1568
Mechanics Financial Corp
Ohio
$382K – – –
YCG
1569
Yeomans Consulting Group
Georgia
$382K -$2.23K -17 -0.6%
CWA
1570
Choice Wealth Advisors
Maine
$381K -$7.35K -56 -2%
ATC
1571
Adirondack Trust Company
New York
$381K -$4.33K -33 -1%
LC
1572
Lindbrook Capital
California
$380K -$142K -1,079 -28%
AWM
1573
Angeles Wealth Management
California
$380K -$31K -236 -8%
FCP
1574
Fidelis Capital Partners
Florida
$377K +$84.8K +646 +29%
TNB
1575
Thomasville National Bank
Georgia
$377K -$27.6K -210 -7%
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