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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1751
Astoria Portfolio Advisors
New York
$394K +$390K +1,837 New
TCOK
1752
Trust Company of Kansas
Kansas
$391K -$2.13K -10 -0.5%
SPWM
1753
Schrum Private Wealth Management
Florida
$391K +$850 +4 +0.2%
LB
1754
Legacy Bridge
Iowa
$390K – – –
BA
1755
Bridgewater Associates
Connecticut
$390K +$386K +1,817 New
MGIM
1756
M&G Investment Management
United Kingdom
$389K -$63.1K -297 -14%
SW
1757
Simplicity Wealth
New Jersey
$388K +$384K +1,808 New
CIA
1758
Cladis Investment Advisory
Montana
$385K – – –
BFA
1759
Bill Few Associates
Pennsylvania
$385K – – –
HBW
1760
Hazlett, Burt & Watson
West Virginia
$385K +$382K +1,796 New
VC
1761
Vicus Capital
Pennsylvania
$382K -$38.9K -183 -9%
QPWM
1762
Quadrant Private Wealth Management
Pennsylvania
$382K -$15.5K -73 -4%
CFD
1763
Creative Financial Designs
Indiana
$382K -$4.04K -19 -1%
WSCM
1764
Wellington Shields Capital Management
New York
$381K +$212 +1 +0.1%
RWP
1765
Ridgecrest Wealth Partners
California
$378K – – –
RE
1766
RBC Europe
United Kingdom
$374K – – –
CAC
1767
Certified Advisory Corp
Florida
$373K +$425 +2 +0.1%
GSEP
1768
Golden State Equity Partners
California
$371K +$69.3K +326 +23%
KPCM
1769
Kings Point Capital Management
New York
$368K -$47.8K -225 -12%
PFA
1770
Pinnacle Family Advisors
Missouri
$368K +$1.49K +7 +0.4%
CRI
1771
Colonial River Investments
Virginia
$367K -$110K -518 -23%
SNBOSD
1772
Security National Bank of So Dak
Iowa
$366K -$8.5K -40 -2%
VWM
1773
Vigilare Wealth Management
Arizona
$365K +$425 +2 +0.1%
IAIM
1774
Industrial Alliance Investment Management
Quebec, Canada
$365K +$361K +1,701 New
MKC
1775
M. Kraus & Co
Vermont
$362K +$2.55K +12 +0.7%
69 70
71
72 73