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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
1576
Yeomans Consulting Group
Georgia
$386K -$46.8K -327 -10%
SWM
1577
Silverlake Wealth Management
Vermont
$385K -$14.6K -102 -4%
HOWA
1578
Heritage Oak Wealth Advisors
Florida
$384K +$402K +2,805 New
CFP
1579
Catalyst Financial Partners
Massachusetts
$384K -$53.8K -376 -12%
LAM
1580
L2 Asset Management
Massachusetts
$384K +$33.2K +232 +9%
SP
1581
Successful Portfolios
Florida
$384K -$32.2K -225 -7%
DBRC
1582
D.B. Root & Company
Pennsylvania
$383K -$612K -4,273 -60%
MFC
1583
Mechanics Financial Corp
Ohio
$383K – – –
MCM
1584
Monument Capital Management
Virginia
$383K -$208K -1,453 -34%
NC
1585
nVerses Capital
Florida
$383K +$401K +2,800 New
PWM
1586
Paulson Wealth Management
Illinois
$382K +$7.16K +50 +2%
CF
1587
Convergence Financial
Missouri
$381K +$399K +2,785 New
GTAM
1588
Global Trust Asset Management
Florida
$379K – – –
RGC
1589
Roberts, Glore & Co
Illinois
$376K – – –
PWP
1590
Private Wealth Partners
California
$376K +$43K +300 +12%
FFB
1591
First Financial Bankshares
Texas
$374K +$170K +1,187 +77%
IIM
1592
Ipswich Investment Management
Massachusetts
$373K -$29.8K -208 -7%
KP
1593
Keel Point
Alabama
$373K +$126K +880 +43%
JF
1594
Joule Financial
Kentucky
$373K +$23.3K +163 +6%
GWM
1595
Gray Wealth Management
Maine
$372K -$7.02K -49 -2%
GM
1596
GeoWealth Management
Illinois
$372K +$67.1K +469 +21%
RCWM
1597
Royal Capital Wealth Management
Indiana
$370K +$1K +7 +0.3%
FMTCOCP
1598
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$370K -$2.5M -17,495 -87%
MMHP
1599
Murphy Middleton Hinkle & Parker
Georgia
$369K – – –
WKWM
1600
Walter & Keenan Wealth Management
Indiana
$368K -$8.3K -58 -2%
62 63
64
65 66