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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1876
Pacific Sage Partners
Washington
$213K +$859 +6 +0.4%
CWP
1877
Core Wealth Partners
California
$213K +$223K +1,556 New
WFI
1878
West Family Investments
California
$213K +$222K +1,554 New
D
1879
Diversified
Delaware
$212K +$18.8K +131 +9%
DJSG
1880
D.J. St. Germain
Massachusetts
$212K -$14.3K -100 -6%
BWP
1881
Balboa Wealth Partners
Arizona
$211K +$859 +6 +0.4%
BWP
1882
Barlow Wealth Partners
Kentucky
$211K – – –
SCA
1883
Stuart Chaussee & Associates
California
$210K – – –
KA
1884
Kercheville Advisors
Texas
$210K – – –
SMWM
1885
Silvia McColl Wealth Management
California
$210K -$19K -133 -8%
SRC
1886
Sage Rhino Capital
California
$210K -$4.87K -34 -2%
KCFA
1887
Key Client Fiduciary Advisors
New Jersey
$209K +$7.73K +54 +4%
VC
1888
Vestor Capital
Illinois
$209K -$10.7K -75 -5%
NC
1889
NovaPoint Capital
Georgia
$209K -$859 -6 -0.4%
GWA
1890
GGM Wealth Advisors
Maryland
$208K -$1K -7 -0.5%
FSA
1891
Fort Sheridan Advisors
Illinois
$207K +$16.5K +115 +8%
JWM
1892
JGP Wealth Management
Oregon
$207K – – –
CIS
1893
Capital International Sarl
California
$207K +$216K +1,509 New
FWCM
1894
Ferguson Wellman Capital Management
Oregon
$206K -$21K -147 -9%
CFO
1895
Callan Family Office
Pennsylvania
$206K +$215K +1,505 New
AIM
1896
Avity Investment Management
Connecticut
$206K – – –
RC
1897
RBO & Co
California
$205K – – –
GI
1898
Gradient Investments
Minnesota
$205K -$106K -737 -33%
QFA
1899
Quantum Financial Advisors
California
$204K – – –
RIA
1900
Richwood Investment Advisors
Ohio
$204K -$10.7K -75 -5%
74 75
76
77 78