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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1826
WBH Advisory
Maryland
$302K +$61.2K +301 +27%
TWA
1827
TCI Wealth Advisors
Arizona
$301K -$39.5K -194 -12%
GSEP
1828
Golden State Equity Partners
California
$301K -$32.7K -161 -10%
NAS
1829
Nicolet Advisory Services
Wisconsin
$301K +$25.4K +125 +10%
SFG
1830
Summit Financial Group
West Virginia
$301K +$285K +1,402 New
WFA
1831
WMG Financial Advisors
Tennessee
$301K +$286K +1,405 New
ACM
1832
AlphaStar Capital Management
North Carolina
$300K -$407 -2 -0.1%
BEI
1833
Benjamin Edwards Inc
Missouri
$298K +$282K +1,388 New
FC
1834
FORA Capital
Florida
$298K +$282K +1,388 New
MHIC
1835
Marble Harbor Investment Counsel
Massachusetts
$296K -$4.07K -20 -1%
JAG
1836
Journey Advisory Group
Kentucky
$296K +$1.02K +5 +0.4%
AFAS
1837
Acorn Financial Advisory Services
Virginia
$295K +$22.2K +109 +9%
BWM
1838
BT Wealth Management
Georgia
$293K +$278K +1,365 New
DFG
1839
Demars Financial Group
Washington
$292K -$4.07K -20 -1%
DAM
1840
Derbend Asset Management
Georgia
$292K – – –
LIA
1841
LBMC Investment Advisors
Tennessee
$290K -$720K -3,539 -72%
CAMG
1842
CWA Asset Management Group
Florida
$290K -$6.92K -34 -2%
CYG
1843
Clean Yield Group
Vermont
$290K +$20.3K +100 +8%
WA
1844
Waverly Advisors
Alabama
$289K -$42.3K -208 -13%
ROTUOC
1845
Regents of the University of California
California
$289K – – –
SIM
1846
SSI Investment Management
California
$286K – – –
PB
1847
Pinnacle Bancorp
Nebraska
$285K -$10.2K -50 -4%
FWM
1848
Fairhaven Wealth Management
Illinois
$285K -$2.03K -10 -0.7%
TIA
1849
Traphagen Investment Advisors
New Jersey
$284K +$407 +2 +0.2%
VC
1850
Vestor Capital
Illinois
$284K – – –
72 73
74
75 76