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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1676
Allegheny Financial Group
Pennsylvania
$242K +$492 +5 +0.2%
CRC
1677
Curi RMB Capital
Illinois
$241K +$235K +2,392 New
LAM
1678
Lewis Asset Management
California
$241K +$235K +2,385 New
AWAP
1679
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$240K +$8.56K +87 +4%
SHFA
1680
SC&H Financial Advisors
Maryland
$240K -$187K -1,900 -44%
CA
1681
Calton & Associates
Florida
$239K +$49.3K +501 +27%
PAS
1682
PKS Advisory Services
New York
$238K +$197K +2,006 New
OL
1683
Optas LLC
Texas
$238K +$5.9K +60 +3%
FCH
1684
Freestone Capital Holdings
Washington
$238K -$77K -783 -25%
CH
1685
Cromwell Holdings
Wyoming
$236K +$166K +1,686 +258%
JWWM
1686
Johnson & White Wealth Management
Pennsylvania
$236K -$18.1K -184 -7%
PL
1687
Plancorp LLC
Missouri
$236K -$8.26K -84 -3%
DFA
1688
Delta Financial Advisors
Louisiana
$235K -$4.72K -48 -2%
PAI
1689
Pittenger & Anderson Inc
Nebraska
$234K – – –
3F
1690
360 Financial
Minnesota
$233K – – –
PAM
1691
PCG Asset Management
New Jersey
$232K -$34.4K -350 -13%
EW
1692
Evexia Wealth
Wisconsin
$232K – – –
BAM
1693
Bosun Asset Management
Illinois
$232K – – –
HPBT
1694
Hickory Point Bank & Trust
Illinois
$231K – – –
CFGW
1695
Chancellor Financial Group WB
Pennsylvania
$230K +$9.84K +100 +5%
MWP
1696
Meriwether Wealth & Planning
Louisiana
$230K +$44.1K +448 +24%
CFP
1697
Catalyst Financial Partners
Massachusetts
$230K -$21.2K -215 -9%
SCM
1698
Sollinda Capital Management
Florida
$230K -$3.94K -40 -2%
AWM
1699
Axxcess Wealth Management
California
$229K -$526K -5,347 -70%
CG
1700
Clifford Group
Massachusetts
$229K +$25K +254 +13%
66 67
68
69 70