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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1601
Redhawk Wealth Advisors
Minnesota
$269K +$254K +2,711 New
MCC
1602
Money Concepts Capital
Florida
$269K -$5.05K -54 -2%
WAM
1603
Weatherly Asset Management
California
$268K -$655 -7 -0.3%
IPA
1604
Investment Planning Advisors
Georgia
$267K +$252K +2,696 New
NIM
1605
Northeast Investment Management
Massachusetts
$267K -$39.8K -425 -14%
MAV
1606
Mason & Associates (Virginia)
Virginia
$267K – – –
E
1607
Evansbrook
Illinois
$267K +$252K +2,690 New
SB
1608
Simmons Bank
Arkansas
$266K -$51K -545 -17%
G
1609
GenTrust
Florida
$266K +$251K +2,680 New
DAC
1610
Dividend Assets Capital
South Carolina
$266K -$7.01K -75 -3%
CFG
1611
Chapman Financial Group
Hawaii
$265K -$32.9K -352 -12%
CFFP
1612
Center for Financial Planning
Michigan
$264K +$9.91K +106 +4%
SEM
1613
Suncoast Equity Management
Florida
$263K – – –
CWA
1614
CogentBlue Wealth Advisors
Tennessee
$262K – – –
C
1615
Covestor
United Kingdom
$261K +$63.8K +682 +35%
FF
1616
Finley Financial
Nevada
$260K – – –
IHL
1617
Investment House LLC
California
$260K -$41.6K -445 -14%
AC
1618
AlphaCore Capital
California
$260K +$114K +1,219 +87%
CFA
1619
CWS Financial Advisors
Michigan
$259K +$245K +2,615 New
CFO
1620
Cambient Family Office
Michigan
$259K +$245K +2,615 New
GSWM
1621
Golden State Wealth Management
California
$259K – – –
PL
1622
Plancorp LLC
Missouri
$258K +$243K +2,603 New
WIA
1623
Westview Investment Advisors
Vermont
$258K +$243K +2,600 New
EFSCE
1624
Enterprise Financial Services Corp (EFSC)
Missouri
$258K +$243K +2,600 New
TNBTD
1625
Trustmark National Bank Trust Department
Mississippi
$257K -$51K -545 -17%
63 64
65
66 67