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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1801
Kodai Capital Management
Illinois
$305K +$293K +1,941 New
DBIA
1802
Dumont & Blake Investment Advisors
New Jersey
$305K -$2.27K -15 -0.8%
NFG
1803
Northeast Financial Group
Pennsylvania
$303K – – –
SAM
1804
Strategy Asset Managers
California
$303K -$47.8K -316 -14%
CAC
1805
Certified Advisory Corp
Florida
$302K -$3.2M -21,132 -92%
OCG
1806
Opus Capital Group
Ohio
$302K -$69.9K -462 -19%
FCCM
1807
First City Capital Management
Georgia
$301K -$31K -205 -10%
SIS
1808
Sound Income Strategies
Florida
$301K +$99.8K +660 +53%
OL
1809
OneFund LLC
Florida
$301K +$289K +1,913 New
IAS
1810
Investment Advisory Services
Texas
$300K -$64.1K -424 -18%
FPWM
1811
FSB Premier Wealth Management
Iowa
$299K +$12.4K +82 +5%
HAS
1812
HBW Advisory Services
California
$299K -$3.93K -26 -1%
AA
1813
Alta Advisers
United Kingdom
$299K – – –
EW
1814
Evexia Wealth
Wisconsin
$298K +$34K +225 +12%
FA
1815
Faithward Advisors
Pennsylvania
$296K +$37.2K +246 +13%
OL
1816
Optas LLC
Texas
$295K +$16.6K +110 +6%
TAM
1817
Tucker Asset Management
Colorado
$295K +$42.6K +282 +18%
LIM
1818
Leavell Investment Management
Alabama
$294K -$35.4K -234 -11%
WMA
1819
Wealth Management Associates
New Jersey
$293K +$605 +4 +0.2%
TPWA
1820
TRUE Private Wealth Advisors
Oregon
$292K -$302 -2 -0.1%
PCP
1821
Proficio Capital Partners
Massachusetts
$291K -$8.01K -53 -3%
CCP
1822
Carmel Capital Partners
California
$290K +$74.7K +494 +37%
LB
1823
Legacy Bridge
Iowa
$289K – – –
PRWA
1824
Platte River Wealth Advisors
Colorado
$289K – – –
EFSCE
1825
Enterprise Financial Services Corp (EFSC)
Missouri
$288K -$28.3K -187 -9%
71 72
73
74 75