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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Angeles Wealth Management
California
$299K +$47.4K +456 +20%
EMAM
1577
Encompass More Asset Management
California
$298K -$113K -1,091 -28%
NWM
1578
Northwest Wealth Management
Iowa
$298K -$23.3K -224 -7%
1W
1579
1776 Wealth
Georgia
$296K – – –
SI
1580
Severin Investments
Missouri
$296K +$286K +2,750 New
IHL
1581
Investment House LLC
California
$296K +$7.8K +75 +3%
EFG
1582
Ethos Financial Group
Pennsylvania
$295K +$293K +2,817 New
GIM
1583
Guardian Investment Management
California
$294K +$1.14K +11 +0.4%
BSTWA
1584
Blake Schutter Theil Wealth Advisors
Ohio
$294K – – –
TT
1585
TI-Trust
Illinois
$293K -$7.28K -70 -3%
CBT
1586
CoreFirst Bank & Trust
Kansas
$293K +$16.1K +155 +6%
TFA
1587
Transamerica Financial Advisors
Florida
$292K -$26.9K -259 -9%
CWA
1588
Choice Wealth Advisors
Maine
$292K -$27.9K -268 -9%
PWM
1589
Palumbo Wealth Management
New York
$292K -$2.81K -27 -1%
VIPI
1590
Vista Investment Partners II
Indiana
$292K +$4.78K +46 +2%
BPFA
1591
Barnes Pettey Financial Advisors
Mississippi
$291K +$44.1K +424 +19%
FCH
1592
Freestone Capital Holdings
Washington
$291K -$6.76K -65 -2%
SWM
1593
SeaCrest Wealth Management
New York
$291K -$163K -1,567 -37%
VA
1594
Valmark Advisers
Ohio
$290K -$91.3K -878 -25%
NCTC
1595
New Covenant Trust Company
Indiana
$290K +$35K +337 +14%
NIM
1596
Northeast Investment Management
Massachusetts
$290K – – –
E
1597
Evansbrook
Illinois
$289K – – –
MAV
1598
Mason & Associates (Virginia)
Virginia
$289K – – –
IPA
1599
Investment Planning Advisors
Georgia
$289K -$40.1K -386 -13%
PFGIA
1600
Patriot Financial Group Insurance Agency
Massachusetts
$288K -$373K -3,586 -57%
62 63
64
65 66