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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1676
Richard W. Paul & Associates
Michigan
$394K +$392K +2,266 New
GHA
1677
GW Henssler & Associates
Georgia
$394K +$25.8K +149 +7%
BO
1678
Bank OZK
Arkansas
$393K -$16.8K -97 -4%
AWC
1679
Adamsbrown Wealth Consultants
Kansas
$392K -$2.94K -17 -0.7%
RPWA
1680
Regent Peak Wealth Advisors
Georgia
$391K -$75.1K -434 -16%
CIC
1681
Cutler Investment Counsel
Oregon
$390K – – –
CLOS
1682
Compagnie Lombard Odier SCmA
Switzerland
$390K +$388K +2,242 New
AB
1683
Atlas Brown
Kentucky
$390K +$52.5K +303 +16%
EGM
1684
Engineers Gate Manager
New York
$389K -$9.44M -54,532 -96%
ORC
1685
O'Rourke & Company
Massachusetts
$388K -$35.8K -207 -8%
CWM
1686
Cahaba Wealth Management
Georgia
$386K -$6.58K -38 -2%
PWMG
1687
Provence Wealth Management Group
California
$385K +$384K +2,217 New
ZF
1688
Zhang Financial
Michigan
$383K +$27K +156 +8%
TT
1689
TI-Trust
Illinois
$383K – – –
EFSCE
1690
Enterprise Financial Services Corp (EFSC)
Missouri
$382K -$3.12K -18 -0.8%
3F
1691
360 Financial
Minnesota
$381K – – –
KP
1692
Keel Point
Alabama
$380K +$123K +709 +48%
AFM
1693
Andesa Financial Management
Pennsylvania
$378K -$70.5K -407 -16%
TGAM
1694
TBH Global Asset Management
Tennessee
$378K +$173 +1 +0%
RMDI
1695
R.M. Davis Inc
Maine
$377K -$149K -862 -28%
NAM
1696
NorthCrest Asset Manangement
Minnesota
$375K -$13.7M -79,294 -97%
SAM
1697
Strategy Asset Managers
California
$375K +$692 +4 +0.2%
BWM
1698
Baystate Wealth Management
Massachusetts
$373K +$11.3K +65 +3%
LSPW
1699
Lake Street Private Wealth
Illinois
$373K +$5.54K +32 +2%
CA
1700
Cornerstone Advisory
Maryland
$370K +$9.87K +57 +3%
66 67
68
69 70