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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1676
Pacific Sage Partners
Washington
$242K +$51.6K +524 +28%
AFG
1677
Allegheny Financial Group
Pennsylvania
$242K +$492 +5 +0.2%
CRC
1678
Curi RMB Capital
Illinois
$241K +$235K +2,392 New
LAM
1679
Lewis Asset Management
California
$241K +$235K +2,385 New
AWAP
1680
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$240K +$8.56K +87 +4%
SHFA
1681
SC&H Financial Advisors
Maryland
$240K -$187K -1,900 -44%
CA
1682
Calton & Associates
Florida
$239K +$49.3K +501 +27%
PAS
1683
PKS Advisory Services
New York
$238K +$197K +2,006 New
OL
1684
Optas LLC
Texas
$238K +$5.9K +60 +3%
FCH
1685
Freestone Capital Holdings
Washington
$238K -$77K -783 -25%
CH
1686
Cromwell Holdings
Wyoming
$236K +$166K +1,686 +258%
JWWM
1687
Johnson & White Wealth Management
Pennsylvania
$236K -$18.1K -184 -7%
PL
1688
Plancorp LLC
Missouri
$236K -$8.26K -84 -3%
DFA
1689
Delta Financial Advisors
Louisiana
$235K -$4.72K -48 -2%
PAI
1690
Pittenger & Anderson Inc
Nebraska
$234K – – –
3F
1691
360 Financial
Minnesota
$233K – – –
PAM
1692
PCG Asset Management
New Jersey
$232K -$34.4K -350 -13%
EW
1693
Evexia Wealth
Wisconsin
$232K – – –
BAM
1694
Bosun Asset Management
Illinois
$232K – – –
HPBT
1695
Hickory Point Bank & Trust
Illinois
$231K – – –
CFGW
1696
Chancellor Financial Group WB
Pennsylvania
$230K +$9.84K +100 +5%
MWP
1697
Meriwether Wealth & Planning
Louisiana
$230K +$44.1K +448 +24%
CFP
1698
Catalyst Financial Partners
Massachusetts
$230K -$21.2K -215 -9%
SCM
1699
Sollinda Capital Management
Florida
$230K -$3.94K -40 -2%
AWM
1700
Axxcess Wealth Management
California
$229K -$526K -5,347 -70%
66 67
68
69 70