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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1876
Affinity Investment Advisors
California
$270K +$256K +1,259 New
W
1877
Wealthquest
Ohio
$268K -$73.4K -361 -22%
YMRC
1878
Yorktown Management & Research Company
Virginia
$268K -$59K -290 -19%
AWA
1879
AmeriServ Wealth Advisors
Pennsylvania
$268K – – –
BLC
1880
Brown, Lisle/Cummings
Rhode Island
$267K +$254K +1,247 New
OPCM
1881
Osborne Partners Capital Management
California
$267K +$254K +1,248 New
TC
1882
Trust Company
Kansas
$266K – – –
MWP
1883
Madison Wealth Partners
Wisconsin
$263K +$203 +1 +0.1%
RWA
1884
Redmont Wealth Advisors
Illinois
$263K +$250K +1,227 New
PCG
1885
Private Capital Group
Connecticut
$262K -$12.8K -63 -5%
CWM
1886
Circle Wealth Management
New Jersey
$262K +$5.29K +26 +2%
SEP
1887
Southland Equity Partners
Missouri
$261K +$20.7K +102 +9%
APW
1888
Aurora Private Wealth
New Jersey
$261K -$312K -1,536 -56%
ACP
1889
Aveo Capital Partners
Colorado
$260K +$247K +1,214 New
BPFA
1890
Barnes Pettey Financial Advisors
Mississippi
$259K +$246K +1,209 New
EA
1891
Elm Advisors
California
$257K – – –
BFS
1892
Bickling Financial Services
Massachusetts
$257K +$8.54K +42 +4%
KP
1893
Keel Point
Alabama
$256K +$8.34K +41 +4%
WA
1894
Wealth Architects
California
$255K -$14.4K -71 -6%
KFI
1895
Key Financial Inc
Pennsylvania
$255K -$7.93K -39 -3%
AIM
1896
Avity Investment Management
Connecticut
$253K -$60K -295 -20%
IF
1897
Intrua Financial
Texas
$253K -$25.4K -125 -10%
BFC
1898
Bedel Financial Consulting
Indiana
$253K -$4.88K -24 -2%
AWM
1899
Act Wealth Management
Texas
$253K – – –
TA
1900
Tiedemann Advisors
New York
$253K – – –
74 75
76
77 78