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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
1901
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$246K +1,298 New
GI
1902
GAMCO Investors
Connecticut
$208K -$42.6K -225 -15%
FWA
1903
FSM Wealth Advisors
Ohio
$208K +$27.5K +145 +13%
RPG
1904
Resource Planning Group
Georgia
$208K +$244K +1,289 New
AP
1905
Appleton Partners
Massachusetts
$207K -$14.4K -76 -6%
HR
1906
Howe & Rusling
New York
$207K +$39.2K +207 +19%
PB
1907
Pinnacle Bancorp
Nebraska
$206K -$1.89K -10 -0.8%
VC
1908
Vestor Capital
Illinois
$206K – – –
PTC
1909
Petrus Trust Company
Texas
$206K +$241K +1,275 New
MAM
1910
MMA Asset Management
Pennsylvania
$205K +$2.46K +13 +1%
KFI
1911
Key Financial Inc
Pennsylvania
$205K +$4.54K +24 +2%
KWA
1912
KCS Wealth Advisory
California
$204K -$5.68K -30 -2%
SEP
1913
Southland Equity Partners
Missouri
$203K +$1.7K +9 +0.7%
TWM
1914
Tradition Wealth Management
Minnesota
$203K -$92.2K -487 -28%
DAM
1915
Derbend Asset Management
Georgia
$203K – – –
W
1916
Wealthquest
Ohio
$202K – – –
MWP
1917
Madison Wealth Partners
Wisconsin
$202K +$2.65K +14 +1%
PCI
1918
Planning Center Inc
Illinois
$201K -$12.9K -68 -5%
HFW
1919
Horizon Family Wealth
Illinois
$201K +$3.22K +17 +1%
ACM
1920
AUA Capital Management
Pennsylvania
$200K -$152K -805 -39%
KWS
1921
Keystone Wealth Services
California
$200K +$5.68K +30 +2%
TC
1922
Trust Company
Kansas
$198K – – –
AWM
1923
Avior Wealth Management
Nebraska
$198K +$28K +148 +14%
WBC
1924
West Branch Capital
Massachusetts
$196K +$12.3K +65 +6%
EIP
1925
Ellis Investment Partners
Pennsylvania
$191K +$1.32K +7 +0.6%
75 76
77
78 79