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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1876
Insight Advisors
Pennsylvania
$221K -$3.79K -20 -1%
FPB
1877
First PREMIER Bank
South Dakota
$221K – – –
SW
1878
SteelPeak Wealth
California
$220K +$39K +206 +18%
SFP
1879
Shepherd Financial Partners
Massachusetts
$220K +$258K +1,361 New
AA
1880
Auxano Advisors
Washington
$220K +$258K +1,363 New
FWM
1881
Fairhaven Wealth Management
Illinois
$219K -$3.03K -16 -1%
EM
1882
ELCO Management
New York
$219K – – –
VAM
1883
Verity Asset Management
North Carolina
$219K +$257K +1,355 New
LFAS
1884
Level Four Advisory Services
Texas
$218K -$417K -2,200 -62%
ROTUOC
1885
Regents of the University of California
California
$218K – – –
LIA
1886
LBMC Investment Advisors
Tennessee
$218K +$2.08K +11 +0.8%
AWM
1887
Angeles Wealth Management
California
$218K +$4.92K +26 +2%
ISWM
1888
Independent Solutions Wealth Management
New York
$217K +$22.7K +120 +10%
RFA
1889
Resurgent Financial Advisors
Georgia
$217K +$44.3K +234 +21%
QFA
1890
Quantum Financial Advisors
California
$213K – – –
SL
1891
Salomon & Ludwin
Virginia
$213K +$8.33K +44 +3%
WA
1892
Wealth Architects
California
$213K +$250K +1,319 New
SIM
1893
SSI Investment Management
California
$212K – – –
CFAM
1894
Center For Asset Management
Florida
$212K +$249K +1,313 New
ICM
1895
Ionic Capital Management
New York
$212K +$249K +1,313 New
WCM
1896
Wedge Capital Management
North Carolina
$211K -$568 -3 -0.2%
DA
1897
Dillon & Associates
Michigan
$211K – – –
RCG
1898
Resource Consulting Group
Florida
$211K +$247K +1,305 New
AMCA
1899
Arthur M. Cohen & Associates
Illinois
$210K – – –
TCMP
1900
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$246K +1,298 New
74 75
76
77 78