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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SRPTWM
1751
Split Rock Private Trading & Wealth Management
Minnesota
$219K – – –
OL
1752
OneFund LLC
Florida
$219K +$208 +2 +0.1%
HNWAG
1753
High Net Worth Advisory Group
Florida
$218K -$10.4K -100 -5%
C
1754
Certuity
Florida
$218K +$211K +2,028 New
GP
1755
Guardian Partners
Canada
$218K -$10.5K -101 -5%
7WCP
1756
71 West Capital Partners
Massachusetts
$217K +$210K +2,023 New
HT
1757
Headlands Technologies
Illinois
$217K +$210K +2,020 New
CFGW
1758
Chancellor Financial Group WB
Pennsylvania
$217K +$210K +2,018 New
PIA
1759
Perennial Investment Advisors
California
$217K +$209K +2,014 New
HA
1760
Harbor Advisors
Florida
$215K +$208K +2,000 New
MWM
1761
Marietta Wealth Management
Georgia
$215K +$208K +2,000 New
SLA
1762
Silver Lake Advisory
Utah
$215K +$208K +2,000 New
YLHM
1763
Yelin Lapidot Holdings Management
Israel
$214K +$207K +1,995 New
GHA
1764
Granite Harbor Advisors
Texas
$214K +$207K +1,989 New
LIA
1765
Lynx Investment Advisory
District of Columbia
$214K +$207K +1,988 New
TPI
1766
Trust Point Inc
Wisconsin
$213K +$206K +1,983 New
PAI
1767
Pittenger & Anderson Inc
Nebraska
$213K – – –
MSWA
1768
Marshall & Sterling Wealth Advisors
New York
$212K – – –
UAML
1769
US Asset Management LLC
Pennsylvania
$211K +$204K +1,960 New
MHIC
1770
Marble Harbor Investment Counsel
Massachusetts
$210K +$203K +1,955 New
AC
1771
Apella Capital
Connecticut
$210K +$195K +1,877 New
KNW
1772
Kesler Norman & Wride
Utah
$209K +$203K +1,949 New
NAS
1773
NWF Advisory Services
California
$209K -$53.7K -517 -21%
MCM
1774
MV Capital Management
Maryland
$208K +$35.3K +340 +21%
DAC
1775
Dividend Assets Capital
South Carolina
$208K -$78K -750 -28%
69 70
71
72 73