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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1826
Woodward Diversified Capital
California
$270K +$16.7K +110 +6%
CIP
1827
Capital Insight Partners
Arizona
$269K -$458K -3,015 -62%
LWM
1828
Lodestone Wealth Management
Washington
$268K +$9.12K +60 +3%
SIS
1829
Sound Income Strategies
Florida
$268K -$17.2K -113 -6%
SIMG
1830
Sonora Investment Management Group
Arizona
$267K +$273K +1,798 New
WI
1831
Wintrust Investments
Illinois
$267K +$61K +401 +29%
CWM
1832
Centurion Wealth Management
Virginia
$266K +$18.8K +124 +7%
PPW
1833
Pasadena Private Wealth
California
$266K +$272K +1,790 New
CFS
1834
Coordinated Financial Services
Colorado
$266K +$272K +1,787 New
GF
1835
Gimbal Financial
Indiana
$265K – – –
CF
1836
Copperwynd Financial
Arizona
$265K +$2.58K +17 +1%
LA
1837
Latitude Advisors
Florida
$263K +$24K +158 +10%
AWM
1838
Accel Wealth Management
Iowa
$263K +$25.2K +166 +10%
FCA
1839
FinTrust Capital Advisors
South Carolina
$263K +$61.6K +405 +30%
RA
1840
Rise Advisors
New York
$263K +$33.3K +219 +14%
MFGM
1841
Marshall Financial Group (Maryland)
Maryland
$262K -$1.98K -13 -0.7%
SCI
1842
Silver Coast Investments
United States
$261K +$267K +1,757 New
PIA
1843
Perennial Investment Advisors
California
$260K -$42.4K -279 -14%
VF
1844
Vest Financial
Virginia
$259K +$265K +1,746 New
MPW
1845
MA Private Wealth
California
$259K +$1.37K +9 +0.5%
TLA
1846
Tanglewood Legacy Advisors
Texas
$258K – – –
BCA
1847
Bray Capital Advisors
Florida
$257K +$1.37K +9 +0.5%
PG
1848
Patten Group
Tennessee
$257K -$102K -674 -28%
GSB
1849
Greenfield Savings Bank
Massachusetts
$256K +$262K +1,725 New
OKSA
1850
O'Keefe Stevens Advisory
New York
$255K +$261K +1,719 New
72 73
74
75 76