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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Wealth Advisors
California
$310K +$308K +1,781 New
WSCM
1802
Wellington Shields Capital Management
New York
$309K – – –
RWA
1803
Rainsberger Wealth Advisors
Colorado
$308K – – –
SN
1804
Sittner & Nelson
Oregon
$307K +$9K +52 +3%
TCOK
1805
Trust Company of Kansas
Kansas
$307K -$3.46K -20 -1%
IWA
1806
Intercontinental Wealth Advisors
Texas
$305K +$3.63K +21 +1%
WP
1807
WMS Partners
Maryland
$305K +$692 +4 +0.2%
SW
1808
Simplicity Wealth
New Jersey
$305K +$519 +3 +0.2%
EDRH
1809
Edmond de Rothschild Holding
Switzerland
$304K – – –
ACM
1810
AlphaStar Capital Management
North Carolina
$304K +$29.4K +170 +11%
UF
1811
Univest Financial
Pennsylvania
$304K -$19.2K -111 -6%
SL
1812
Salomon & Ludwin
Virginia
$304K +$74.4K +430 +33%
WB
1813
West Bancorporation
Iowa
$303K -$26.7K -154 -8%
DA
1814
Duality Advisers
Florida
$303K +$302K +1,743 New
LA
1815
Latitude Advisors
Florida
$302K +$17.7K +102 +6%
VWM
1816
Vigilare Wealth Management
Arizona
$302K -$14K -81 -4%
MKC
1817
M. Kraus & Co
Vermont
$301K +$7.79K +45 +3%
MHR
1818
Matthew Hamilton Rosenberg
$299K -$5.71K -33 -2%
6F
1819
626 Financial
Michigan
$298K +$297K +1,713 New
CCM
1820
CAAS Capital Management
New York
$297K +$296K +1,710 New
WSC
1821
Wellington Shields & Co
New York
$296K – – –
KCFA
1822
Key Client Fiduciary Advisors
New Jersey
$296K +$295K +1,704 New
EL
1823
Essex LLC
Illinois
$296K +$4.5K +26 +2%
SMWM
1824
Silvia McColl Wealth Management
California
$296K +$294K +1,701 New
PPG
1825
Peak Planning Group
Colorado
$295K – – –
71 72
73
74 75