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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1701
Kings Point Capital Management
New York
$416K +$28.1K +138 +8%
BCA
1702
Bray Capital Advisors
Florida
$415K +$814 +4 +0.2%
WPC
1703
Wedmont Private Capital
Pennsylvania
$414K +$400K +1,969 New
IP
1704
Investment Partners
Ohio
$412K +$407 +2 +0.1%
DA
1705
DSC Advisors
Illinois
$412K +$71.2K +350 +22%
NFSG
1706
Newbridge Financial Services Group
Florida
$412K +$260K +1,280 +199%
MCWA
1707
Meadow Creek Wealth Advisors
Georgia
$412K +$391K +1,923 New
GG
1708
Greenwood Gearhart
Arkansas
$411K +$390K +1,916 New
HA
1709
Harfst & Associates
Wyoming
$411K +$391K +1,920 New
NWMG
1710
National Wealth Management Group
Ohio
$411K +$390K +1,916 New
NEAM
1711
New England Asset Management
Connecticut
$410K -$224K -1,100 -36%
DBIA
1712
Dumont & Blake Investment Advisors
New Jersey
$410K +$4.88K +24 +1%
CGA
1713
Crescent Grove Advisors
Illinois
$409K -$194K -956 -33%
WSC
1714
Wellington Shields & Co
New York
$408K -$40.7K -200 -10%
SWM
1715
Sugarloaf Wealth Management
Georgia
$408K +$10.6K +52 +3%
S
1716
SimplyRich
California
$406K +$2.64K +13 +0.7%
PWP
1717
Perfromance Wealth Partners
Illinois
$405K +$385K +1,891 New
SCA
1718
STALEY CAPITAL ADVISERS
Pennsylvania
$403K – – –
TF
1719
TimeScale Financial
Massachusetts
$403K +$1.83K +9 +0.5%
ORC
1720
O'Rourke & Company
Massachusetts
$401K +$381K +1,871 New
TGAM
1721
TBH Global Asset Management
Tennessee
$401K +$381K +1,871 New
LIM
1722
Leavell Investment Management
Alabama
$400K +$8.95K +44 +2%
ST
1723
Smithfield Trust
Pennsylvania
$399K – – –
FCA
1724
FinTrust Capital Advisors
South Carolina
$399K +$61.2K +301 +19%
BFG
1725
Barber Financial Group
Kansas
$398K -$155K -761 -29%
67 68
69
70 71