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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1851
Silvia McColl Wealth Management
California
$299K -$6.21K -35 -2%
TCBWMS
1852
Texas Capital Bank Wealth Management Services
Texas
$298K -$66.4K -374 -18%
TCOK
1853
Trust Company of Kansas
Kansas
$298K -$5.33K -30 -2%
IAM
1854
Innovis Asset Management
Illinois
$297K -$3.55K -20 -1%
AC
1855
ASB Consultores
Florida
$297K – – –
PWA
1856
Phoenix Wealth Advisors
North Carolina
$297K -$1.43M -8,055 -83%
GC
1857
Guidance Capital
Kentucky
$297K +$298K +1,679 New
AIM
1858
Avity Investment Management
Connecticut
$296K -$34.6K -195 -11%
FSA
1859
Fort Sheridan Advisors
Illinois
$296K – – –
BAM
1860
Bellevue Asset Management
Washington
$295K -$21.8K -123 -7%
HAS
1861
HBW Advisory Services
California
$293K +$290K +1,634 New
BLC
1862
Brown, Lisle/Cummings
Rhode Island
$293K +$17.2K +97 +6%
XS
1863
XR Securities
Illinois
$292K +$290K +1,631 New
SIC
1864
Sterling Investment Counsel
New York
$292K +$289K +1,630 New
PWP
1865
Pursue Wealth Partners
California
$290K – – –
GSC
1866
Grey Street Capital
Illinois
$289K +$64.1K +361 +29%
AL
1867
Aspiriant LLC
California
$289K -$7.99K -45 -3%
SWA
1868
Sax Wealth Advisors
New Jersey
$288K – – –
AF
1869
Apexium Financial
Texas
$287K +$50.6K +285 +22%
CAM
1870
CenterStar Asset Management
Illinois
$287K +$284K +1,602 New
RPCONE
1871
Retirement Planning Company of New England
Rhode Island
$287K -$888 -5 -0.3%
SFG
1872
Sunburst Financial Group
Alabama
$287K +$25.4K +143 +10%
AWMNH
1873
Arcadia Wealth Management (New Hampshire)
New Hampshire
$287K +$284K +1,599 New
SRC
1874
Sage Rhino Capital
California
$286K -$23.4K -132 -8%
EWA
1875
Encompass Wealth Advisors
Oregon
$285K – – –
73 74
75
76 77