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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1601
Dana Investment Advisors
Wisconsin
$376K -$11.6K -88 -3%
GAA
1602
Global Assets Advisory
Florida
$375K +$144K +1,097 +57%
EGA
1603
E&G Advisors
Texas
$374K -$13.2K -100 -3%
RLH
1604
RD Lewis Holdings
Florida
$374K +$435K +3,308 New
DWM
1605
Dechtman Wealth Management
Colorado
$372K -$19.9K -151 -5%
VCP
1606
Verus Capital Partners
Arizona
$372K -$23.6K -179 -6%
PCS
1607
Personal CFO Solutions
New Jersey
$372K -$26.2K -199 -6%
MIA
1608
MeadowBrook Investment Advisors
Michigan
$371K +$44.4K +337 +13%
VIM
1609
Vista Investment Management
Pennsylvania
$371K -$1.84K -14 -0.5%
MCC
1610
Malaga Cove Capital
California
$368K – – –
DI
1611
DAGCO Inc
Ohio
$368K -$15.9K -121 -4%
LIA
1612
Luken Investment Analytics
Tennessee
$368K – – –
SAM
1613
Shell Asset Management
Netherlands
$368K -$193K -1,465 -33%
EIP
1614
Ellis Investment Partners
Pennsylvania
$368K -$90K -684 -19%
GCM
1615
Generation Capital Management
New York
$367K +$383K +2,909 New
BW
1616
BIP Wealth
Georgia
$366K +$382K +2,900 New
DWM
1617
Defined Wealth Management
Oregon
$365K -$3.16K -24 -0.8%
KP
1618
Keel Point
Alabama
$365K -$19.7K -150 -5%
HWA
1619
Heartwood Wealth Advisors
Virginia
$365K +$1.84K +14 +0.5%
HBS
1620
Howard Bailey Securities
Indiana
$365K +$381K +2,895 New
SFP
1621
Shepherd Financial Partners
Massachusetts
$365K -$93.2K -708 -20%
CA
1622
Continuum Advisory
Idaho
$365K +$1.18K +9 +0.3%
JWM
1623
Jacksonville Wealth Management
Florida
$365K +$381K +2,892 New
WCM
1624
WealthTrak Capital Management
Virginia
$364K +$380K +2,888 New
CIA
1625
Cape Investment Advisory
Georgia
$364K -$21.3K -162 -5%
63 64
65
66 67