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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1751
Shepherd Financial Partners
Massachusetts
$337K +$100K +578 +42%
HWM
1752
HFR Wealth Management
New York
$337K -$20.8K -120 -6%
SPWM
1753
Schrum Private Wealth Management
Florida
$336K -$24.9K -144 -7%
AAP
1754
Arax Advisory Partners
Colorado
$336K -$24.8K -143 -7%
PTP
1755
Platform Technology Partners
New York
$336K -$6.92K -40 -2%
SWM
1756
Sugarloaf Wealth Management
Georgia
$336K -$13.8K -80 -4%
ME
1757
McIlrath & Eck
Washington
$335K -$47.8K -276 -13%
AC
1758
Avestar Capital
New York
$335K -$15.6K -90 -4%
OCBCO
1759
Oversea-Chinese Banking Corp (OCBC)
Singapore
$334K +$333K +1,923 New
GWP
1760
Gateway Wealth Partners
Wisconsin
$334K +$333K +1,921 New
VCP
1761
Vista Capital Partners
Oregon
$334K -$9.69K -56 -3%
WMS
1762
Wealth Management Solutions
Pennsylvania
$332K -$106K -610 -24%
EWA
1763
Encompass Wealth Advisors
Oregon
$332K – – –
BWM
1764
Buckley Wealth Management
Nevada
$330K – – –
AA
1765
Alta Advisers
United Kingdom
$330K – – –
GIM
1766
Goelzer Investment Management
Indiana
$329K -$15.6K -90 -5%
CA
1767
CoreCap Advisors
Michigan
$329K -$979K -5,658 -75%
SSWM
1768
Strait & Sound Wealth Management
California
$327K +$316K +1,828 New
SCA
1769
STALEY CAPITAL ADVISERS
Pennsylvania
$327K -$10.4K -60 -3%
CFD
1770
Creative Financial Designs
Indiana
$327K +$173 +1 +0.1%
S
1771
SimplyRich
California
$326K -$519 -3 -0.2%
SNBOSD
1772
Security National Bank of So Dak
Iowa
$326K +$29.4K +170 +10%
AT
1773
American Trust
Kentucky
$326K -$17.8K -103 -5%
SFO
1774
Stokes Family Office
Louisiana
$324K -$10.2K -59 -3%
TCB
1775
Texas Capital Bancshares
Texas
$324K +$2.08K +12 +0.6%
69 70
71
72 73