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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1726
National Wealth Management Group
Ohio
$411K – – –
SWM
1727
Sugarloaf Wealth Management
Georgia
$409K +$637 +3 +0.2%
T
1728
TCWP
Ohio
$408K +$19.1K +90 +5%
CA
1729
CoreCap Advisors
Michigan
$407K +$77.1K +363 +24%
PWP
1730
Perfromance Wealth Partners
Illinois
$406K – – –
TF
1731
TimeScale Financial
Massachusetts
$406K +$2.76K +13 +0.7%
WCF
1732
West Coast Financial
California
$405K -$26.3K -124 -6%
ST
1733
Smithfield Trust
Pennsylvania
$405K +$5.53K +26 +1%
TCBWMS
1734
Texas Capital Bank Wealth Management Services
Texas
$405K +$7.86K +37 +2%
CAG
1735
Crestwood Advisors Group
Massachusetts
$404K -$26.8K -126 -6%
S
1736
SimplyRich
California
$403K -$2.13K -10 -0.5%
SCA
1737
STALEY CAPITAL ADVISERS
Pennsylvania
$403K – – –
MHIC
1738
Marble Harbor Investment Counsel
Massachusetts
$403K +$106K +500 +36%
RGF
1739
Retirement Guys Formula
Ohio
$402K -$143K -674 -26%
TGAM
1740
TBH Global Asset Management
Tennessee
$401K – – –
BFG
1741
Barber Financial Group
Kansas
$401K +$2.34K +11 +0.6%
DIA
1742
Dana Investment Advisors
Wisconsin
$401K +$18.3K +86 +5%
TCB
1743
Texas Capital Bancshares
Texas
$400K -$183K -861 -32%
GG
1744
Greenwood Gearhart
Arkansas
$400K -$11K -52 -3%
CIA
1745
Caerus Investment Advisors
Texas
$400K +$43.3K +204 +10%
DBIA
1746
Dumont & Blake Investment Advisors
New Jersey
$399K -$11K -52 -3%
UC
1747
Unio Capital
New Jersey
$399K – – –
AWP
1748
Abacus Wealth Partners
California
$398K +$850 +4 +0.2%
JIC
1749
Joel Isaacson & Co
New York
$397K -$2.34K -11 -0.5%
ACA
1750
Aspire Capital Advisors
Washington
$395K +$391K +1,840 New
68 69
70
71 72