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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
G
1801
GenTrust
Florida
$220K -$8.85K -74 -4%
HA
1802
Harbor Advisors
Florida
$220K – – –
SLA
1803
Silver Lake Advisory
Utah
$220K +$239K +2,000 New
MCC
1804
Money Concepts Capital
Florida
$219K +$239K +1,996 New
YLHM
1805
Yelin Lapidot Holdings Management
Israel
$219K – – –
CAC
1806
Certified Advisory Corp
Florida
$219K +$1.79K +15 +0.8%
PCH
1807
PGIM Custom Harvest
New Jersey
$218K -$43K -360 -15%
RWP
1808
Ridgecrest Wealth Partners
California
$218K +$237K +1,980 New
BDFN
1809
Bond & Devick Financial Network
Minnesota
$217K +$46.6K +390 +25%
WCM
1810
Winebrenner Capital Management
Kentucky
$217K -$7.77K -65 -3%
DE
1811
Diversified Enterprises
Delaware
$216K +$235K +1,968 New
WJWM
1812
Williams Jones Wealth Management
New York
$216K -$13.6K -114 -5%
SI
1813
Severin Investments
Missouri
$215K +$16.6K +139 +8%
AWA
1814
Aaron Wealth Advisors
Illinois
$215K -$69.5K -581 -23%
AWM
1815
Aries Wealth Management
Maine
$215K – – –
DJSG
1816
D.J. St. Germain
Massachusetts
$215K -$66K -552 -22%
TCB
1817
Texas Capital Bancshares
Texas
$214K -$837 -7 -0.4%
KCM
1818
Kathmere Capital Management
Pennsylvania
$214K +$21.3K +178 +10%
PP
1819
PFS Partners
New Jersey
$214K – – –
SIM
1820
Sentry Investment Management
Wisconsin
$214K -$98.3K -822 -27%
MFGM
1821
Marshall Financial Group (Maryland)
Maryland
$214K -$120 -1 -0.1%
OL
1822
OneFund LLC
Florida
$213K – – –
DCM
1823
Dudley Capital Management
Virginia
$213K -$2.15K -18 -0.9%
MWC
1824
MBM Wealth Consultants
Missouri
$213K +$231K +1,935 New
NB
1825
Nicolet Bankshares
Wisconsin
$213K – – –
71 72
73
74 75