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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1701
Holistic Financial Partners
Indiana
– -$237K -2,021 Closed
RMDI
1702
R.M. Davis Inc
Maine
– -$234K -2,001 Closed
RCA
1703
Resonant Capital Advisors
Wisconsin
– -$234K -1,996 Closed
LSAG
1704
Lake Street Advisors Group
New Hampshire
– -$233K -1,994 Closed
LJAC
1705
L.J. Altfest & Co
New York
– -$233K -1,991 Closed
SICM
1706
Sustainable Insight Capital Management
New York
– -$232K -1,983 Closed
PFA
1707
Pathway Financial Advisors
Vermont
– -$232K -1,980 Closed
CIP
1708
Convergence Investment Partners
Florida
– -$231K -1,976 Closed
SVWAG
1709
Sound View Wealth Advisors Group
Georgia
– -$230K -1,967 Closed
FCBT
1710
First Citizens Bank & Trust
North Carolina
– -$230K -1,966 Closed
LWMM
1711
Legacy Wealth Management (Mississippi)
Mississippi
– -$228K -1,950 Closed
HFS
1712
Haverford Financial Services
Pennsylvania
– -$228K -1,946 Closed
SM
1713
Salzhauer Michael
– -$225K -1,924 Closed
AC
1714
Alexandria Capital
Virginia
– -$225K -1,920 Closed
CCFCSB
1715
Cape Cod Five Cents Savings Bank
Massachusetts
– -$224K -1,911 Closed
MCM
1716
McRae Capital Management
New Jersey
– -$224K -1,911 Closed
SAM
1717
SignalPoint Asset Management
Missouri
– -$223K -1,902 Closed
WIC
1718
Whitegate Investment Counselors
New Hampshire
– -$223K -1,902 Closed
PL
1719
Plancorp LLC
Missouri
– -$221K -1,885 Closed
SCA
1720
STALEY CAPITAL ADVISERS
Pennsylvania
– -$220K -1,880 Closed
DA
1721
DSC Advisors
Illinois
– -$219K -1,869 Closed
AFA
1722
American Financial Advisors
Georgia
– -$221K -1,854 Closed
DIA
1723
Dana Investment Advisors
Wisconsin
– -$214K -1,829 Closed
AB
1724
Atlas Brown
Kentucky
– -$214K -1,828 Closed
UBG
1725
United Bank (Georgia)
Georgia
– -$211K -1,802 Closed
67 68
69
70 71