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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1851
Oak Asset Management
California
$237K +$278K +1,470 New
HIC
1852
Harvey Investment Company
Kentucky
$236K – – –
TCWM
1853
Total Clarity Wealth Management
Illinois
$236K +$160K +847 +138%
MWM
1854
Modera Wealth Management
New Jersey
$235K +$5.87K +31 +2%
CPSC
1855
Carl P. Sherr & Co
Massachusetts
$234K -$406K -2,145 -60%
PWA
1856
Providence Wealth Advisors
Illinois
$234K – – –
GWS
1857
Glassman Wealth Services
Virginia
$234K +$28.8K +152 +12%
FAG
1858
Fortitude Advisory Group
Washington
$233K – – –
SFO
1859
Standard Family Office
South Dakota
$232K +$272K +1,434 New
EFG
1860
Everhart Financial Group
Ohio
$229K -$54K -285 -17%
WQ
1861
Wealth Quarterback
New Jersey
$228K +$1.51K +8 +0.6%
TIA
1862
Tiemann Investment Advisors
California
$227K – – –
HHGA
1863
Halbert Hargrove Global Advisors
California
$227K +$28.2K +149 +12%
ACM
1864
Argent Capital Management
Missouri
$226K -$84.3K -445 -24%
KAM
1865
Knightsbridge Asset Management
California
$226K +$1.14K +6 +0.4%
NIM
1866
NuWave Investment Management
New Jersey
$225K +$264K +1,392 New
ECG
1867
Edge Capital Group
Georgia
$224K -$1.73M -9,156 -87%
AFAS
1868
Acorn Financial Advisory Services
Virginia
$222K -$2.46K -13 -0.9%
APW
1869
Aurora Private Wealth
New Jersey
$222K +$3.79K +20 +1%
CA
1870
CGN Advisors
Kansas
$222K +$260K +1,374 New
BLC
1871
Brown, Lisle/Cummings
Rhode Island
$222K – – –
CFA
1872
CWS Financial Advisors
Michigan
$221K -$47.3K -250 -15%
BBA
1873
Braun-Bostich & Associates
Pennsylvania
$221K -$23.5K -124 -8%
WE
1874
Wealth Effects
Massachusetts
$221K -$11.4K -60 -4%
EBA
1875
Eagle Bay Advisors
New York
$221K -$7.76K -41 -3%
73 74
75
76 77