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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1926
Strategic Advocates
Utah
$227K +$251K +1,456 New
HFW
1927
Horizon Family Wealth
Illinois
$225K +$21.4K +124 +9%
CHAM
1928
Clear Harbor Asset Management
Connecticut
$225K -$24K -139 -9%
CCFCSB
1929
Cape Cod Five Cents Savings Bank
Massachusetts
$224K +$249K +1,440 New
HIC
1930
Harvey Investment Company
Kentucky
$224K – – –
OPPS
1931
Obsidian Personal Planning Solutions
Maryland
$224K +$16.6K +96 +7%
MAP
1932
Moody Aldrich Partners
Massachusetts
$224K +$249K +1,442 New
APG
1933
Abacus Planning Group
South Carolina
$223K +$3.8K +22 +2%
BOPW
1934
Brandywine Oak Private Wealth
Pennsylvania
$223K -$3.63K -21 -1%
TCOK
1935
Trust Company of Kansas
Kansas
$222K -$41.4K -240 -14%
IP
1936
Investment Partners
Ohio
$222K +$1.9K +11 +0.8%
TLP
1937
Tri Locum Partners
New York
$222K +$246K +1,423 New
JAG
1938
Journey Advisory Group
Kentucky
$222K -$98K -568 -29%
TWA
1939
TCI Wealth Advisors
Arizona
$222K -$13.3K -77 -5%
OFS
1940
OneAscent Financial Services
Alabama
$221K +$245K +1,420 New
AA
1941
Aire Advisors
California
$221K -$24.5K -142 -9%
D
1942
Diversified
Delaware
$220K +$10.5K +61 +5%
EWM
1943
EPG Wealth Management
Georgia
$219K -$10.5K -61 -4%
CAM
1944
Clark Asset Management
New Hampshire
$219K +$243K +1,406 New
FMP
1945
Financial Management Professionals
Texas
$219K -$82.3K -477 -25%
FSA
1946
Fort Sheridan Advisors
Illinois
$218K -$43.2K -250 -15%
LFA
1947
Level Financial Advisors
New York
$218K – – –
BFC
1948
Bedel Financial Consulting
Indiana
$218K +$518 +3 +0.2%
LIA
1949
LBMC Investment Advisors
Tennessee
$218K +$5.7K +33 +2%
LAM
1950
Lifestyle Asset Management
Texas
$218K +$20.2K +117 +9%
76 77
78
79 80