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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1926
ELCO Management
New York
$263K – – –
NC
1927
NBW Capital
Massachusetts
$262K +$30.4K +166 +14%
SRC
1928
Shufro Rose & Co
New York
$262K -$138K -753 -36%
ROTUOC
1929
Regents of the University of California
California
$262K – – –
WQ
1930
Wealth Quarterback
New Jersey
$260K -$8.62K -47 -3%
HHGA
1931
Halbert Hargrove Global Advisors
California
$260K +$34.1K +186 +16%
WCM
1932
Wedge Capital Management
North Carolina
$259K +$1.1K +6 +0.5%
NFSG
1933
Newbridge Financial Services Group
Florida
$259K -$20K -109 -8%
NWM
1934
Northwest Wealth Management
Iowa
$259K +$30.8K +168 +14%
OHWA
1935
Oak Hill Wealth Advisors
Virginia
$259K – – –
QFA
1936
Quantum Financial Advisors
California
$258K – – –
ISWM
1937
Independent Solutions Wealth Management
New York
$257K -$3.3K -18 -1%
PFA
1938
Petra Financial Advisors
Colorado
$257K +$243K +1,326 New
HFW
1939
Horizon Family Wealth
Illinois
$257K +$8.99K +49 +4%
ACP
1940
Aveo Capital Partners
Colorado
$257K -$917 -5 -0.4%
AF
1941
Apexium Financial
Texas
$256K +$242K +1,319 New
6F
1942
626 Financial
Michigan
$256K -$72.5K -395 -23%
1IA
1943
1834 Investment Advisors
Wisconsin
$256K +$242K +1,318 New
WA
1944
WBH Advisory
Maryland
$255K +$241K +1,314 New
FWA
1945
FSM Wealth Advisors
Ohio
$254K +$1.65K +9 +0.7%
AMCA
1946
Arthur M. Cohen & Associates
Illinois
$253K – – –
SI
1947
Saxon Interests
Texas
$253K +$239K +1,302 New
AWM
1948
Angeles Wealth Management
California
$252K +$1.65K +9 +0.7%
NRC
1949
New Republic Capital
North Carolina
$252K +$238K +1,300 New
WE
1950
Wealth Effects
Massachusetts
$252K – – –
76 77
78
79 80