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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1951
Chartwell Investment Partners
Pennsylvania
$216K -$32.6K -189 -12%
ESCM
1952
Echo Street Capital Management
New York
$216K +$239K +1,384 New
OHWA
1953
Oak Hill Wealth Advisors
Virginia
$216K +$8.46K +49 +4%
PWP
1954
Perfromance Wealth Partners
Illinois
$215K – – –
SWM
1955
Sugarloaf Wealth Management
Georgia
$215K -$14K -81 -6%
EFL
1956
ERn Financial LLC
Wisconsin
$214K -$30K -174 -11%
QPWM
1957
Quadrant Private Wealth Management
Pennsylvania
$213K -$32.1K -186 -12%
LAS
1958
LWM Advisory Services
Florida
$213K – – –
WE
1959
Wealth Effects
Massachusetts
$212K +$5.18K +30 +2%
CCP
1960
Carmel Capital Partners
California
$211K -$1.03M -5,950 -81%
ROTUOC
1961
Regents of the University of California
California
$210K – – –
SRC
1962
Shufro Rose & Co
New York
$210K – – –
AAP
1963
Arax Advisory Partners
Colorado
$210K -$3.97K -23 -2%
CCFM
1964
Clear Creek Financial Management
Washington
$210K +$3.45K +20 +2%
AA
1965
Auxano Advisors
Washington
$210K -$2.93K -17 -1%
MA
1966
Mezzasalma Advisors
New Jersey
$210K -$11.7K -68 -5%
WCM
1967
Wedge Capital Management
North Carolina
$209K +$1.21K +7 +0.5%
FA
1968
Fermata Advisors
California
$209K +$231K +1,338 New
OPCM
1969
Osborne Partners Capital Management
California
$209K -$30.2K -175 -12%
TIA
1970
Tandem Investment Advisors
South Carolina
$208K +$230K +1,333 New
CFA
1971
CWS Financial Advisors
Michigan
$207K -$17.3K -100 -7%
HWA
1972
HCR Wealth Advisors
California
$207K +$229K +1,328 New
GFP
1973
Gryphon Financial Partners
Ohio
$207K +$13.5K +78 +6%
HI
1974
Hudock Inc
Pennsylvania
$207K +$1.04K +6 +0.5%
RFMS
1975
RWQ Financial Management Services
Florida
$207K -$526K -3,050 -70%
77 78
79
80 81