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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1676
Cedar Brook Financial Partners
Ohio
– -$364K -3,110 Closed
CPA
1677
Capital Planning Advisors
California
– -$341K -2,915 Closed
LSPW
1678
Lake Street Private Wealth
Illinois
– -$336K -2,870 Closed
MA
1679
MANA Advisors
New York
– -$329K -2,811 Closed
ANBT
1680
American National Bank & Trust
Texas
– -$317K -2,705 Closed
TBA
1681
Tower Bridge Advisors
Pennsylvania
– -$296K -2,528 Closed
CFW
1682
CA Family Wealth
California
– -$294K -2,509 Closed
HCM
1683
Harvey Capital Management
Florida
– -$292K -2,500 Closed
OEP
1684
Ocean Endowment Partners
Illinois
– -$291K -2,490 Closed
S
1685
SimplyRich
California
– -$271K -2,324 Closed
TCA
1686
Transcend Capital Advisors
New Jersey
– -$272K -2,323 Closed
SFG
1687
SNS Financial Group
Minnesota
– -$271K -2,319 Closed
AAS
1688
Annex Advisory Services
Wisconsin
– -$271K -2,311 Closed
AFM
1689
Andesa Financial Management
Pennsylvania
– -$270K -2,285 Closed
EWA
1690
Exencial Wealth Advisors
Oklahoma
– -$262K -2,238 Closed
SFA
1691
Stewardship Financial Advisors
Georgia
– -$257K -2,193 Closed
DT
1692
Diversified Trust
Tennessee
– -$255K -2,176 Closed
BFA
1693
Benedict Financial Advisors
Georgia
– -$254K -2,169 Closed
FMBTD
1694
First Midwest Bank Trust Division
Illinois
– -$251K -2,142 Closed
GHA
1695
GW Henssler & Associates
Georgia
– -$250K -2,136 Closed
RA
1696
Rational Advisors
New York
– -$245K -2,094 Closed
SWIG
1697
Strategic Wealth Investment Group
Kentucky
– -$244K -2,084 Closed
FFG
1698
Frisch Financial Group
New York
– -$243K -2,073 Closed
ACP
1699
Arcus Capital Partners
Georgia
– -$242K -2,067 Closed
GLI
1700
Guardian Life Insurance
New York
– -$241K -2,063 Closed
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68
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