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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1551
Choate Investment Advisors
Massachusetts
$306K -$231K -2,350 -44%
AWA
1552
Aaron Wealth Advisors
Illinois
$306K +$105K +1,071 +55%
MAFA
1553
MJT & Associates Financial Advisory
Minnesota
$305K – – –
BSTWA
1554
Blake Schutter Theil Wealth Advisors
Ohio
$303K -$79.2K -805 -21%
LCM
1555
Liberty Capital Management
Michigan
$303K – – –
CG
1556
Curat Global
New Hampshire
$303K +$49.2K +500 +20%
SB
1557
Simmons Bank
Arkansas
$302K -$19.7K -200 -6%
TF
1558
Trek Financial
Arizona
$301K +$293K +2,980 New
GCM
1559
Generation Capital Management
New York
$299K +$5.61K +57 +2%
OBWG
1560
Onyx Bridge Wealth Group
New York
$299K -$16K -163 -5%
HBT
1561
Heartland Bank & Trust
Illinois
$299K -$7.18K -73 -2%
TC
1562
Trilogy Capital
California
$297K -$2.28M -23,151 -89%
WCM
1563
WealthTrak Capital Management
Virginia
$296K +$4.62K +47 +2%
PWM
1564
Palumbo Wealth Management
New York
$296K +$17K +173 +6%
WT
1565
Washington Trust
Rhode Island
$295K -$7.58K -77 -3%
SEP
1566
Southland Equity Partners
Missouri
$295K +$18.7K +190 +7%
PWPS
1567
Pinnacle Wealth Planning Services
Ohio
$294K +$68.5K +696 +31%
CFA
1568
Cahill Financial Advisors
Minnesota
$293K +$286K +2,907 New
QIM
1569
Quantitative Investment Management
Virginia
$293K -$6.87M -69,793 -96%
DIA
1570
Dana Investment Advisors
Wisconsin
$292K -$15.7K -160 -5%
SP
1571
Successful Portfolios
Florida
$292K -$4.03K -41 -1%
SFP
1572
Shepherd Financial Partners
Massachusetts
$292K +$10.9K +111 +4%
VW
1573
Vance Wealth
California
$292K +$7.28K +74 +3%
CWA
1574
Choice Wealth Advisors
Maine
$290K +$3.35K +34 +1%
GM
1575
GeoWealth Management
Illinois
$290K +$95.8K +974 +51%
61 62
63
64 65