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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1676
Sollinda Capital Management
Florida
$400K +$385K +2,545 New
VCP
1677
Verus Capital Partners
Arizona
$400K -$22.1K -146 -5%
SWIG
1678
Strategic Wealth Investment Group
Kentucky
$400K -$100K -663 -21%
GAM
1679
Grandview Asset Management
Pennsylvania
$398K -$9.98K -66 -3%
FFO
1680
Fortitude Family Office
Arizona
$397K +$382K +2,528 New
NCM
1681
NCM Capital Management
New Jersey
$397K -$15.4K -102 -4%
S
1682
Sunpointe
Missouri
$394K +$379K +2,507 New
BB
1683
Busey Bank
Illinois
$394K -$2.27K -15 -0.6%
JF
1684
Joule Financial
Kentucky
$393K -$10.6K -70 -3%
CCA
1685
Cobblestone Capital Advisors
New York
$392K – – –
MCM
1686
McRae Capital Management
New Jersey
$391K – – –
SCA
1687
Stuart Chaussee & Associates
California
$391K – – –
CWG
1688
Cornerstone Wealth Group
North Carolina
$391K +$3.48K +23 +0.9%
HWA
1689
Heartwood Wealth Advisors
Virginia
$390K -$15.1K -100 -4%
SW
1690
Simplicity Wealth
New Jersey
$389K +$103K +679 +38%
PWMG
1691
Prestige Wealth Management Group
New Jersey
$387K -$62.6K -414 -14%
S
1692
Sachetta
Massachusetts
$386K +$371K +2,452 New
CA
1693
Claro Advisors
Massachusetts
$384K -$122K -810 -25%
NHT
1694
New Hampshire Trust
New Hampshire
$383K -$7.71K -51 -2%
CCM
1695
Chaney Capital Management
Washington
$382K +$367K +2,430 New
AFG
1696
Allegheny Financial Group
Pennsylvania
$382K +$302 +2 +0.1%
OMIC
1697
Old Mission Investment Co
Michigan
$381K – – –
H
1698
HoyleCohen
California
$381K -$45.4K -300 -11%
FHA
1699
Flagship Harbor Advisors
Massachusetts
$381K -$6.35K -42 -2%
PVH
1700
Psagot Value Holdings
Israel
$381K +$283K +1,870 +340%
66 67
68
69 70