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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1826
Chase Investment Counsel
Virginia
$319K -$15.3K -72 -5%
CFA
1827
Compass Financial Advisors
Indiana
$318K +$35.9K +169 +13%
RPCONE
1828
Retirement Planning Company of New England
Rhode Island
$317K -$2.13K -10 -0.7%
FA
1829
Faithward Advisors
Pennsylvania
$317K +$637 +3 +0.2%
JAG
1830
Journey Advisory Group
Kentucky
$317K +$20.2K +95 +7%
ACM
1831
AlphaStar Capital Management
North Carolina
$316K +$4.67K +22 +2%
CCM
1832
Compton Capital Management
Rhode Island
$315K – – –
MA
1833
MAS Advisors
Florida
$315K – – –
BCP
1834
Berkeley Capital Partners
Georgia
$314K +$5.74K +27 +2%
WMA
1835
West Michigan Advisors
Michigan
$314K +$108K +506 +53%
HIC
1836
Harvey Investment Company
Kentucky
$313K – – –
PWP
1837
Pursue Wealth Partners
California
$312K – – –
USGIU
1838
U.S. Global Investors (USGI)
Texas
$311K +$308K +1,451 New
OAM
1839
Oak Asset Management
California
$309K – – –
CWMGP
1840
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$309K +$850 +4 +0.3%
IA
1841
Insight Advisors
Pennsylvania
$308K -$4.25K -20 -1%
SF
1842
Symphony Financial
Texas
$308K +$93.1K +438 +38%
AFAS
1843
Acorn Financial Advisory Services
Virginia
$306K +$10.8K +51 +4%
WA
1844
WBH Advisory
Maryland
$306K +$42.5K +200 +14%
EFM
1845
E Fund Management
China
$305K -$39.1K -184 -11%
AIA
1846
Affinity Investment Advisors
California
$305K +$35.1K +165 +13%
FAG
1847
Fortitude Advisory Group
Washington
$304K +$91.6K +431 +44%
SFG
1848
Summit Financial Group
West Virginia
$301K – – –
ECM
1849
Elgethun Capital Management
South Dakota
$296K -$44.4K -209 -13%
WR
1850
WD Rutherford
Oregon
$296K +$15.9K +75 +6%
72 73
74
75 76