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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1876
Diversified Enterprises
Delaware
$209K +$201K +1,530 New
GWA
1877
GGM Wealth Advisors
Maryland
$208K +$1.05K +8 +0.5%
BCM
1878
Boltwood Capital Management
California
$208K -$7.88K -60 -4%
GI
1879
Gradient Investments
Minnesota
$206K +$1.84K +14 +0.9%
JWM
1880
JGP Wealth Management
Oregon
$206K – – –
WIP
1881
WealthCare Investment Partners
Rhode Island
$206K -$11.4K -87 -5%
AIM
1882
Avity Investment Management
Connecticut
$205K – – –
RC
1883
RBO & Co
California
$205K – – –
USGIU
1884
U.S. Global Investors (USGI)
Texas
$204K +$39.9K +304 +25%
CWM
1885
Cahaba Wealth Management
Georgia
$204K -$17.1K -130 -8%
KCFA
1886
Key Client Fiduciary Advisors
New Jersey
$204K -$4.46K -34 -2%
WB
1887
West Bancorporation
Iowa
$203K -$11.9K -91 -6%
RPWA
1888
Regent Peak Wealth Advisors
Georgia
$203K -$45.6K -347 -19%
TWP
1889
Tower Wealth Partners
Pennsylvania
$203K – – –
WAM
1890
Walker Asset Management
Missouri
$202K +$195K +1,483 New
SIC
1891
Schwartz Investment Counsel
Michigan
$202K -$3.28M -25,000 -94%
QPWM
1892
Quadrant Private Wealth Management
Pennsylvania
$202K -$10.9K -83 -5%
MCAI
1893
Members Capital Advisors Inc
Wisconsin
$202K – – –
BFC
1894
Bedel Financial Consulting
Indiana
$202K +$194K +1,481 New
AA
1895
Auxano Advisors
Washington
$201K +$193K +1,473 New
SRC
1896
Sage Rhino Capital
California
$201K -$7.88K -60 -4%
QWP
1897
Quotient Wealth Partners
Texas
$201K -$111K -846 -36%
NCM
1898
Nelson Capital Management
California
$200K – – –
ACM
1899
Arcataur Capital Management
Wisconsin
$200K -$656 -5 -0.3%
BCMLT
1900
Beacon Capital Management LLC (Tennessee)
Tennessee
$199K -$15.2K -116 -7%
74 75
76
77 78