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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1601
Advyzon Investment Management
Illinois
$270K +$255K +2,724 New
EFG
1602
Everhart Financial Group
Ohio
$269K +$254K +2,714 New
RWA
1603
Redhawk Wealth Advisors
Minnesota
$269K +$254K +2,711 New
MCC
1604
Money Concepts Capital
Florida
$269K -$5.05K -54 -2%
WAM
1605
Weatherly Asset Management
California
$268K -$655 -7 -0.3%
IPA
1606
Investment Planning Advisors
Georgia
$267K +$252K +2,696 New
NIM
1607
Northeast Investment Management
Massachusetts
$267K -$39.8K -425 -14%
MAV
1608
Mason & Associates (Virginia)
Virginia
$267K – – –
E
1609
Evansbrook
Illinois
$267K +$252K +2,690 New
SB
1610
Simmons Bank
Arkansas
$266K -$51K -545 -17%
G
1611
GenTrust
Florida
$266K +$251K +2,680 New
DAC
1612
Dividend Assets Capital
South Carolina
$266K -$7.01K -75 -3%
CFG
1613
Chapman Financial Group
Hawaii
$265K -$32.9K -352 -12%
CFFP
1614
Center for Financial Planning
Michigan
$264K +$9.91K +106 +4%
SEM
1615
Suncoast Equity Management
Florida
$263K – – –
CWA
1616
CogentBlue Wealth Advisors
Tennessee
$262K – – –
C
1617
Covestor
United Kingdom
$261K +$63.8K +682 +35%
FF
1618
Finley Financial
Nevada
$260K – – –
IHL
1619
Investment House LLC
California
$260K -$41.6K -445 -14%
AC
1620
AlphaCore Capital
California
$260K +$114K +1,219 +87%
CFA
1621
CWS Financial Advisors
Michigan
$259K +$245K +2,615 New
CFO
1622
Cambient Family Office
Michigan
$259K +$245K +2,615 New
GSWM
1623
Golden State Wealth Management
California
$259K – – –
PL
1624
Plancorp LLC
Missouri
$258K +$243K +2,603 New
WIA
1625
Westview Investment Advisors
Vermont
$258K +$243K +2,600 New
63 64
65
66 67