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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1801
Proficio Capital Partners
Massachusetts
$296K -$16.7K -97 -5%
AA
1802
Alta Advisers
United Kingdom
$296K – – –
S
1803
SimplyRich
California
$292K – – –
VIM
1804
Vinva Investment Management
Australia
$291K -$69K -400 -18%
TPWA
1805
TRUE Private Wealth Advisors
Oregon
$290K -$85.1K -493 -21%
WMA
1806
Wealth Management Associates
New Jersey
$290K -$8.98K -52 -3%
PTP
1807
Platform Technology Partners
New York
$289K -$5.7K -33 -2%
SFO
1808
Stokes Family Office
Louisiana
$289K +$3.11K +18 +1%
CWM
1809
Cahaba Wealth Management
Georgia
$289K -$32.8K -190 -9%
MFGM
1810
Marshall Financial Group (Maryland)
Maryland
$287K -$732K -4,242 -70%
AFT
1811
Alpha Family Trust
California
$287K +$64.7K +375 +26%
LB
1812
Legacy Bridge
Iowa
$287K – – –
PRWA
1813
Platte River Wealth Advisors
Colorado
$286K – – –
DA
1814
Drake & Associates
Wisconsin
$285K -$15K -87 -5%
FPWM
1815
FSB Premier Wealth Management
Iowa
$284K +$11.2K +65 +4%
WMS
1816
Wealth Management Solutions
Pennsylvania
$280K -$3.63K -21 -1%
SW
1817
Simplicity Wealth
New Jersey
$280K +$7.94K +46 +3%
VWA
1818
V Wealth Advisors
Kansas
$280K -$964K -5,586 -76%
RIA
1819
Richwood Investment Advisors
Ohio
$280K -$8.63K -50 -3%
CHA
1820
Carmichael Hill & Associates
Maryland
$279K +$345 +2 +0.1%
TLA
1821
Tanglewood Legacy Advisors
Texas
$279K – – –
FCA
1822
FLC Capital Advisors
California
$279K – – –
FH
1823
FWG Holdings
Florida
$277K -$3.8K -22 -1%
WSCM
1824
Wellington Shields Capital Management
New York
$277K – – –
KCFA
1825
Key Client Fiduciary Advisors
New Jersey
$276K +$863 +5 +0.3%
71 72
73
74 75