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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1701
Edgestream Partners
New Jersey
$240K -$4.55M -43,743 -95%
PE
1702
PCM Encore
Colorado
$240K -$208 -2 -0.1%
CWA
1703
Canvas Wealth Advisors
Kansas
$239K +$232K +2,228 New
CA
1704
CV Advisors
Florida
$239K – – –
JC
1705
Jacobs & Co
California
$239K -$51.5K -495 -18%
SR
1706
Swiss Re
Switzerland
$238K +$213K +2,052 +1,251%
WCP
1707
Wick Capital Partners
Pennsylvania
$237K +$12K +115 +5%
KP
1708
Keel Point
Alabama
$237K -$26.5K -255 -10%
RTC
1709
Real Talk Capital
Tennessee
$237K +$229K +2,202 New
SSWM
1710
Sheets Smith Wealth Management
North Carolina
$236K +$3.12K +30 +1%
RFP
1711
Root Financial Partners
California
$235K +$58.9K +567 +35%
KAM
1712
Knightsbridge Asset Management
California
$235K -$7.59K -73 -3%
JF
1713
JMN Financial
Ohio
$235K +$227K +2,182 New
PFWA
1714
Paces Ferry Wealth Advisors
Georgia
$234K +$227K +2,180 New
NAMNJ
1715
NorthStar Asset Management (New Jersey)
New Jersey
$234K +$104 +1 +0%
HWA
1716
HCR Wealth Advisors
California
$233K -$13.3K -128 -6%
IIL
1717
Income Insurance Ltd
$232K – – –
AFG
1718
Allegheny Financial Group
Pennsylvania
$232K -$16.7K -161 -7%
FVWA
1719
Foster Victor Wealth Advisors
South Carolina
$232K +$7.59K +73 +4%
JDLA
1720
J. Derek Lewis & Associates
California
$232K -$176K -1,689 -44%
MMHP
1721
Murphy Middleton Hinkle & Parker
Georgia
$232K -$1.77K -17 -0.8%
RAM
1722
Readystate Asset Management
Illinois
$232K -$110K -1,054 -33%
CFFP
1723
Center for Financial Planning
Michigan
$232K – – –
RBWA
1724
RFG - Bristol Wealth Advisors
Massachusetts
$232K -$4.78K -46 -2%
SCI
1725
Silver Coast Investments
United States
$231K +$1.66K +16 +0.8%
67 68
69
70 71