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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1651
Clifford Group
Massachusetts
$412K +$411K +2,372 New
MIM
1652
Morningstar Investment Management
Illinois
$411K +$409K +2,365 New
CWM
1653
Cabot Wealth Management
Massachusetts
$410K – – –
WCM
1654
WealthBridge Capital Management
Ohio
$409K +$27.4K +158 +7%
TPWA
1655
TRUE Private Wealth Advisors
Oregon
$409K +$2.25K +13 +0.6%
AAM
1656
Austin Asset Management
Texas
$409K – – –
GFP
1657
Gryphon Financial Partners
Ohio
$406K +$10K +58 +3%
T
1658
TCWP
Ohio
$405K -$54.9K -317 -12%
SOS
1659
Silver Oak Securities
Tennessee
$404K +$402K +2,324 New
TPW
1660
Transatlantique Private Wealth
New York
$402K +$33.1K +191 +9%
WFS
1661
Walker Financial Services
Kentucky
$400K +$360K +2,079 New
FPA
1662
First Pacific Advisors
California
$400K – – –
AWM
1663
Aries Wealth Management
Maine
$399K – – –
FCCM
1664
First City Capital Management
Georgia
$398K -$44.1K -255 -10%
LIM
1665
Leavell Investment Management
Alabama
$398K -$8.65K -50 -2%
BWP
1666
Balboa Wealth Partners
Arizona
$397K -$10.6K -61 -3%
SWA
1667
Sutton Wealth Advisors
Florida
$397K -$100K -580 -20%
IAG
1668
Ipsen Advisor Group
Arkansas
$397K +$395K +2,284 New
E
1669
ETFidea
New York
$397K -$24.2K -140 -6%
CAM
1670
Cozad Asset Management
Illinois
$396K +$19.6K +113 +5%
TIA
1671
Traphagen Investment Advisors
New Jersey
$395K +$6.41K +37 +2%
CWM
1672
Curi Wealth Management
North Carolina
$394K -$7.96K -46 -2%
UAML
1673
US Asset Management LLC
Pennsylvania
$394K +$393K +2,268 New
RWPA
1674
Richard W. Paul & Associates
Michigan
$394K +$392K +2,266 New
GHA
1675
GW Henssler & Associates
Georgia
$394K +$25.8K +149 +7%
65 66
67
68 69