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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1801
Wealth Effects
Massachusetts
$319K +$303K +1,489 New
RPCONE
1802
Retirement Planning Company of New England
Rhode Island
$318K +$303K +1,488 New
GL
1803
Graypoint LLC
New York
$317K +$55.3K +272 +23%
APG
1804
Abacus Planning Group
South Carolina
$317K +$301K +1,479 New
FA
1805
Faithward Advisors
Pennsylvania
$316K – – –
HS
1806
Horan Securities
United States
$316K +$300K +1,475 New
CCM
1807
Compton Capital Management
Rhode Island
$315K – – –
FFG
1808
Frisch Financial Group
New York
$315K +$11.6K +57 +4%
CFA
1809
CWS Financial Advisors
Michigan
$315K +$299K +1,471 New
TIA
1810
Tiemann Investment Advisors
California
$314K – – –
HIC
1811
Harvey Investment Company
Kentucky
$313K – – –
IA
1812
Insight Advisors
Pennsylvania
$312K +$21.8K +107 +8%
RMDI
1813
R.M. Davis Inc
Maine
$311K +$23.6K +116 +9%
OAM
1814
Oak Asset Management
California
$309K – – –
BAS
1815
Brown Advisory Securities
Maryland
$308K -$234K -1,150 -44%
BCP
1816
Berkeley Capital Partners
Georgia
$308K -$13.6K -67 -4%
CWMGP
1817
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$308K +$292K +1,435 New
GWANC
1818
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K +$292K +1,435 New
SCM
1819
Spreng Capital Management
Ohio
$308K +$293K +1,440 New
HFP
1820
Holistic Financial Partners
Indiana
$307K +$20.1K +99 +7%
STA
1821
Summit Trail Advisors
New York
$307K +$24.8K +122 +9%
PWMG
1822
Prestige Wealth Management Group
New Jersey
$306K +$41.3K +203 +17%
PCI
1823
Planning Center Inc
Illinois
$306K +$268K +1,317 New
MA
1824
MAS Advisors
Florida
$306K +$291K +1,429 New
BHBT
1825
Burke & Herbert Bank & Trust
Virginia
$302K – – –
71 72
73
74 75