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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1751
Massachusetts Wealth Management
Massachusetts
$293K -$3.29K -25 -1%
FRM
1752
Fox Run Management
Connecticut
$292K +$305K +2,315 New
3F
1753
360 Financial
Minnesota
$291K – – –
HPBT
1754
Hickory Point Bank & Trust
Illinois
$291K +$304K +2,310 New
A
1755
AlphaQuest
New York
$291K -$5.92K -45 -2%
DTC
1756
Davidson Trust Company
Washington
$291K -$7.9K -60 -3%
TVAMP
1757
Tennessee Valley Asset Management Partners
Tennessee
$289K +$790 +6 +0.3%
1WA
1758
180 Wealth Advisors
Washington
$287K -$3.29K -25 -1%
LWM
1759
Lyell Wealth Management
California
$285K – – –
GWANC
1760
Guardian Wealth Advisors (North Carolina)
North Carolina
$285K +$2.11K +16 +0.7%
ZI
1761
ZEGA Investments
Florida
$285K +$282K +2,143 New
TSW
1762
Thompson Siegel & Walmsley
Virginia
$285K -$6.85M -52,059 -96%
GEA
1763
Glen Eagle Advisors
New Jersey
$285K -$78.2K -594 -21%
LGF
1764
LGT Group Foundation
Liechtenstein
$284K -$4.29M -32,591 -94%
OFC
1765
Oakland Financial Corp
$284K +$296K +2,250 New
ACM
1766
Alta Capital Management
Utah
$283K -$2.73M -20,781 -90%
TGAM
1767
TBH Global Asset Management
Tennessee
$283K +$8.69K +66 +3%
WFI
1768
West Family Investments
California
$280K +$293K +2,224 New
PWPS
1769
Pinnacle Wealth Planning Services
Ohio
$279K -$91.9K -698 -24%
IAS
1770
Investment Advisory Services
Texas
$278K +$51.2K +389 +21%
SFP
1771
Sterling Financial Planning
New Jersey
$278K – – –
PFBT
1772
Parkside Financial Bank & Trust
Missouri
$278K -$104K -788 -26%
OL
1773
Optas LLC
Texas
$277K +$60K +456 +26%
CCG
1774
Catalina Capital Group
California
$276K -$13.7K -104 -5%
LIA
1775
Lynx Investment Advisory
District of Columbia
$276K -$8.42K -64 -3%
69 70
71
72 73