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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1676
NWF Advisory Services
California
$366K -$25.5K -168 -6%
FGA
1677
Fortis Group Advisors
New Jersey
$366K -$38.8K -255 -9%
LWM
1678
Lyell Wealth Management
California
$365K +$28.9K +190 +8%
PWP
1679
Private Wealth Partners
California
$364K -$129K -850 -26%
ICM
1680
IMS Capital Management
Oregon
$364K -$64.8K -426 -15%
MCWA
1681
Meadow Creek Wealth Advisors
Georgia
$363K +$58.4K +384 +19%
PIM
1682
Plato Investment Management
Australia
$362K +$336K +2,211 +978%
CCM
1683
Chaney Capital Management
Washington
$361K – – –
CCA
1684
Cobblestone Capital Advisors
New York
$361K -$10K -66 -3%
AFG
1685
Allegheny Financial Group
Pennsylvania
$361K +$304 +2 +0.1%
WWC
1686
Waypoint Wealth Counsel
Georgia
$357K -$3.04K -20 -0.8%
GAM
1687
Grandview Asset Management
Pennsylvania
$356K -$20.4K -134 -5%
BFA
1688
Bill Few Associates
Pennsylvania
$356K +$28.4K +187 +8%
NB
1689
Nicolet Bankshares
Wisconsin
$355K -$3.65K -24 -1%
BLC
1690
Brown, Lisle/Cummings
Rhode Island
$353K +$456 +3 +0.1%
RZH
1691
Relyea Zuckerberg Hanson
Connecticut
$352K +$8.36K +55 +2%
FHA
1692
Flagship Harbor Advisors
Massachusetts
$352K -$8.97K -59 -2%
CPC
1693
Consolidated Planning Corp
Georgia
$351K -$141K -926 -28%
WC
1694
Westhampton Capital
North Carolina
$350K -$48.6K -320 -12%
VPP
1695
Vertex Planning Partners
Illinois
$350K -$2.74K -18 -0.8%
KAS
1696
KPP Advisory Services
Kentucky
$350K +$5.78K +38 +2%
RWA
1697
Redhawk Wealth Advisors
Minnesota
$350K -$2.13K -14 -0.6%
KWMG
1698
King Wealth Management Group
Florida
$349K -$123K -812 -26%
WFS
1699
Walker Financial Services
Kentucky
$349K +$16.4K +108 +5%
WAG
1700
Winthrop Advisory Group
Massachusetts
$348K – – –
66 67
68
69 70