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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Capital Wealth Planning
Florida
$326K -$19.4K -162 -5%
HW
1602
Hancock Whitney
Mississippi
$325K -$13.8K -115 -4%
WWC
1603
Waypoint Wealth Counsel
Georgia
$325K +$72.8K +609 +26%
SP
1604
Successful Portfolios
Florida
$322K +$13.5K +113 +4%
LIA
1605
Luken Investment Analytics
Tennessee
$321K – – –
SAM
1606
Shell Asset Management
Netherlands
$321K – – –
GCM
1607
Generation Capital Management
New York
$320K – – –
CWA
1608
CogentBlue Wealth Advisors
Tennessee
$320K +$39K +326 +13%
SL
1609
Sentinus LLC
Illinois
$320K -$129K -1,083 -27%
WCM
1610
WealthTrak Capital Management
Virginia
$317K -$359 -3 -0.1%
FCA
1611
FLC Capital Advisors
California
$317K +$37.1K +310 +12%
EIP
1612
Ellis Investment Partners
Pennsylvania
$316K -$4.78K -40 -1%
CA
1613
Continuum Advisory
Idaho
$316K -$2.15K -18 -0.6%
PMIA
1614
Patrick Mauro Investment Advisor
Illinois
$316K -$264K -2,210 -44%
AWM
1615
Accurate Wealth Management
Florida
$315K -$89.1K -745 -19%
VIM
1616
Vista Investment Management
Pennsylvania
$315K -$9.45K -79 -3%
CA
1617
Capital Advantage
California
$313K – – –
CWA
1618
Choice Wealth Advisors
Maine
$313K +$3.23K +27 +1%
VIM
1619
VELA Investment Management
Ohio
$312K +$340K +2,841 New
FA
1620
Fiduciary Alliance
South Carolina
$311K +$29.7K +248 +10%
GIP
1621
Granite Investment Partners
California
$310K -$59.8K -500 -15%
MA
1622
MKT Advisors
California
$310K +$3.83K +32 +1%
IA
1623
IFG Advisors
Missouri
$310K +$837 +7 +0.2%
VW
1624
Vance Wealth
California
$310K -$21.3K -178 -6%
BMCM
1625
Burns Matteson Capital Management
New York
$309K +$25.5K +213 +8%
63 64
65
66 67