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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
1926
Maxwell Wealth Strategies
California
$235K +$226K +1,493 New
GCP
1927
Gill Capital Partners
Colorado
$234K +$206K +1,361 New
BWP
1928
Balboa Wealth Partners
Arizona
$234K -$102K -674 -31%
MCAI
1929
Members Capital Advisors Inc
Wisconsin
$233K -$1.01M -6,700 -82%
ACM
1930
Arcataur Capital Management
Wisconsin
$232K -$756 -5 -0.3%
CIP
1931
Convergence Investment Partners
Florida
$231K -$5.9K -39 -3%
TWA
1932
TCI Wealth Advisors
Arizona
$231K +$7.11K +47 +3%
CW
1933
CIC Wealth
Maryland
$231K -$45.2K -299 -17%
LS
1934
Livforsakringsbolaget Skandia
Sweden
$230K -$1.12M -7,410 -83%
AF
1935
Arrow Financial
New York
$230K -$346K -2,289 -61%
BFC
1936
Bedel Financial Consulting
Indiana
$230K +$9.37K +62 +4%
AAP
1937
Arax Advisory Partners
Colorado
$230K +$16.9K +112 +8%
TWP
1938
Tower Wealth Partners
Pennsylvania
$229K -$253K -1,676 -54%
EFG
1939
Embree Financial Group
Illinois
$228K +$220K +1,452 New
PWM
1940
Prosperity Wealth Management
California
$228K +$219K +1,451 New
WWS
1941
Wellington Wealth Strategies
Indiana
$228K +$219K +1,448 New
TFA
1942
Trinity Financial Advisors
Ohio
$227K -$9.37K -62 -4%
FNFDCM
1943
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K -$3.78K -25 -2%
IPW
1944
Impact Partnership Wealth
Georgia
$227K -$594K -3,931 -73%
HIC
1945
Harvey Investment Company
Kentucky
$226K – – –
OPPS
1946
Obsidian Personal Planning Solutions
Maryland
$225K -$454 -3 -0.2%
FFP
1947
FourThought Financial Partners
Florida
$225K -$6.5K -43 -3%
WCM
1948
Wedge Capital Management
North Carolina
$224K +$12.1K +80 +6%
JAG
1949
Journey Advisory Group
Kentucky
$224K +$151 +1 +0.1%
AA
1950
Aire Advisors
California
$224K +$302 +2 +0.1%
76 77
78
79 80