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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1726
WealthSource Partners
California
$343K -$263K -1,440 -43%
S
1727
SimplyRich
California
$343K – – –
SCA
1728
STALEY CAPITAL ADVISERS
Pennsylvania
$343K +$182 +1 +0.1%
WWA
1729
WC Walker & Associates
California
$342K – – –
TCB
1730
Texas Capital Bancshares
Texas
$339K -$730 -4 -0.2%
AWP
1731
Abacus Wealth Partners
California
$339K +$365 +2 +0.1%
ACM
1732
Argent Capital Management
Missouri
$337K -$27.7M -151,696 -99%
AFM
1733
Andesa Financial Management
Pennsylvania
$336K -$127K -695 -27%
PTP
1734
Platform Technology Partners
New York
$336K +$43.4K +238 +15%
PRWA
1735
Platte River Wealth Advisors
Colorado
$335K – – –
NFSG
1736
Newbridge Financial Services Group
Florida
$333K -$37.6K -206 -10%
NC
1737
NovaPoint Capital
Georgia
$333K +$31.7K +174 +11%
HA
1738
Herold Advisors
New York
$333K +$39.2K +215 +13%
HBW
1739
Hazlett, Burt & Watson
West Virginia
$332K +$6.2K +34 +2%
TCBWMS
1740
Texas Capital Bank Wealth Management Services
Texas
$331K -$13.3K -73 -4%
FSA
1741
Fort Sheridan Advisors
Illinois
$329K -$109K -600 -25%
FPA
1742
First Pacific Advisors
California
$329K +$328K +1,800 New
CIA
1743
Cladis Investment Advisory
Montana
$328K +$182 +1 +0.1%
LB
1744
Legacy Bridge
Iowa
$327K -$4.56K -25 -1%
TCOK
1745
Trust Company of Kansas
Kansas
$326K -$7.3K -40 -2%
MGIM
1746
M&G Investment Management
United Kingdom
$325K -$7.48K -41 -2%
CFD
1747
Creative Financial Designs
Indiana
$325K – – –
WSCM
1748
Wellington Shields Capital Management
New York
$324K – – –
CAMG
1749
CWA Asset Management Group
Florida
$323K +$22.6K +124 +8%
FMP
1750
Financial Management Professionals
Texas
$322K +$36.5K +200 +13%
68 69
70
71 72