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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1901
Buffington Mohr McNeal
Idaho
$247K +$246K +1,419 New
EFM
1902
E Fund Management
China
$245K -$12.8K -74 -5%
SFG
1903
Summit Financial Group
West Virginia
$244K -$18.5K -107 -7%
MA
1904
Mezzasalma Advisors
New Jersey
$244K +$243K +1,403 New
CPSC
1905
Carl P. Sherr & Co
Massachusetts
$243K -$8.48K -49 -3%
QCIG
1906
Quad-Cities Investment Group
Iowa
$243K -$18.5K -107 -7%
GCP
1907
Gill Capital Partners
Colorado
$242K -$218K -1,261 -48%
WQ
1908
Wealth Quarterback
New Jersey
$241K -$3.98K -23 -2%
PWA
1909
Providence Wealth Advisors
Illinois
$241K – – –
WMA
1910
West Michigan Advisors
Michigan
$240K -$47.4K -274 -17%
CFP
1911
Catalyst Financial Partners
Massachusetts
$240K +$239K +1,378 New
AFAS
1912
Acorn Financial Advisory Services
Virginia
$240K – – –
W
1913
Wealthquest
Ohio
$239K +$20.8K +120 +10%
AA
1914
Auxano Advisors
Washington
$237K – – –
LIA
1915
LBMC Investment Advisors
Tennessee
$237K +$1.73K +10 +0.7%
BCM
1916
Becker Capital Management
Oregon
$236K -$25.3K -146 -10%
SEP
1917
Southland Equity Partners
Missouri
$236K +$17.8K +103 +8%
D
1918
Diversified
Delaware
$236K +$235K +1,356 New
EM
1919
ELCO Management
New York
$236K – – –
CWP
1920
Core Wealth Partners
California
$235K +$2.72M +15,720 New
ROTUOC
1921
Regents of the University of California
California
$235K – – –
FWM
1922
Fairhaven Wealth Management
Illinois
$235K -$866 -5 -0.4%
CII
1923
Capital International Inc
California
$234K -$538K -3,107 -70%
MM
1924
MQS Management
New York
$234K -$191K -1,105 -45%
TIA
1925
Tiemann Investment Advisors
California
$234K -$10.4K -60 -4%
75 76
77
78 79