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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1926
Shufro Rose & Co
New York
$262K -$138K -753 -36%
ROTUOC
1927
Regents of the University of California
California
$262K – – –
WQ
1928
Wealth Quarterback
New Jersey
$260K -$8.62K -47 -3%
HHGA
1929
Halbert Hargrove Global Advisors
California
$260K +$34.1K +186 +16%
WCM
1930
Wedge Capital Management
North Carolina
$259K +$1.1K +6 +0.5%
NFSG
1931
Newbridge Financial Services Group
Florida
$259K -$20K -109 -8%
NWM
1932
Northwest Wealth Management
Iowa
$259K +$30.8K +168 +14%
OHWA
1933
Oak Hill Wealth Advisors
Virginia
$259K – – –
QFA
1934
Quantum Financial Advisors
California
$258K – – –
ISWM
1935
Independent Solutions Wealth Management
New York
$257K -$3.3K -18 -1%
PFA
1936
Petra Financial Advisors
Colorado
$257K +$243K +1,326 New
HFW
1937
Horizon Family Wealth
Illinois
$257K +$8.99K +49 +4%
ACP
1938
Aveo Capital Partners
Colorado
$257K -$917 -5 -0.4%
AF
1939
Apexium Financial
Texas
$256K +$242K +1,319 New
6F
1940
626 Financial
Michigan
$256K -$72.5K -395 -23%
1IA
1941
1834 Investment Advisors
Wisconsin
$256K +$242K +1,318 New
WA
1942
WBH Advisory
Maryland
$255K +$241K +1,314 New
FWA
1943
FSM Wealth Advisors
Ohio
$254K +$1.65K +9 +0.7%
AMCA
1944
Arthur M. Cohen & Associates
Illinois
$253K – – –
SI
1945
Saxon Interests
Texas
$253K +$239K +1,302 New
AWM
1946
Angeles Wealth Management
California
$252K +$1.65K +9 +0.7%
NRC
1947
New Republic Capital
North Carolina
$252K +$238K +1,300 New
WE
1948
Wealth Effects
Massachusetts
$252K – – –
CD
1949
Chapin Davis
Maryland
$251K +$237K +1,294 New
TIA
1950
Tiemann Investment Advisors
California
$251K -$10.1K -55 -4%
76 77
78
79 80