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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
1826
Platte River Wealth Advisors
Colorado
$230K – – –
CT
1827
Coastline Trust
Rhode Island
$229K – – –
NC
1828
NovaPoint Capital
Georgia
$228K +$19.7K +150 +10%
PBK
1829
Peoples Bank (Kansas)
Kansas
$227K +$219K +1,668 New
TIA
1830
Tandem Investment Advisors
South Carolina
$227K +$11.4K +87 +6%
HC
1831
Hamilton Capital
Ohio
$226K +$13.3K +101 +6%
AWM
1832
Accel Wealth Management
Iowa
$226K -$16.1K -123 -7%
CPC
1833
Consolidated Planning Corp
Georgia
$225K -$57.8K -440 -21%
ACA
1834
Aspire Capital Advisors
Washington
$225K +$131 +1 +0.1%
CP
1835
Castleview Partners
Texas
$225K -$11.4K -87 -5%
PCMN
1836
Paradigm Capital Management (Nevada)
Nevada
$224K +$215K +1,640 New
CF
1837
Convergence Financial
Missouri
$224K -$150K -1,145 -41%
SEIA
1838
Signature Estate & Investment Advisors
California
$223K +$788 +6 +0.4%
FEM
1839
Fulcrum Equity Management
Texas
$223K -$91.2K -695 -30%
PCG
1840
Prosperity Consulting Group
Maryland
$223K -$55.7K -424 -21%
SWA
1841
SFMG Wealth Advisors
Texas
$223K -$2.36K -18 -1%
IWA
1842
IVC Wealth Advisors
Pennsylvania
$222K -$181K -1,379 -46%
HOWA
1843
Heritage Oak Wealth Advisors
Florida
$221K -$155K -1,181 -42%
NWWA
1844
New Wave Wealth Advisors
Arkansas
$221K -$8.8K -67 -4%
LB
1845
Legacy Bridge
Iowa
$221K -$7.48K -57 -3%
PPG
1846
Peak Planning Group
Colorado
$221K -$11.3K -86 -5%
WP
1847
WealthPLAN Partners
Nebraska
$220K -$5.12K -39 -2%
CAM
1848
Cozad Asset Management
Illinois
$220K -$51.9K -395 -20%
MWA
1849
MN Wealth Advisors
Kansas
$218K +$4.07K +31 +2%
MCM
1850
Mill Capital Management
North Carolina
$218K -$1.44M -11,000 -87%
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