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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2301
Wealth Architects
California
– -$236K -1,319 Closed
WA
2302
WBH Advisory
Maryland
– -$236K -1,314 Closed
DA
2303
Dillon & Associates
Michigan
– -$235K -1,313 Closed
NWM
2304
Northwest Wealth Management
Iowa
– -$234K -1,307 Closed
RCG
2305
Resource Consulting Group
Florida
– -$234K -1,305 Closed
AMCA
2306
Arthur M. Cohen & Associates
Illinois
– -$234K -1,303 Closed
EFG
2307
Everhart Financial Group
Ohio
– -$232K -1,297 Closed
CAI
2308
Capital Advisors Inc
Oklahoma
– -$230K -1,282 Closed
PFG
2309
Prosperity Financial Group
California
– -$229K -1,280 Closed
NFG
2310
Nadler Financial Group
Illinois
– -$229K -1,276 Closed
AIA
2311
Angeles Investment Advisors
California
– -$227K -1,268 Closed
RB
2312
Renasant Bank
Mississippi
– -$227K -1,264 Closed
KWS
2313
Keystone Wealth Services
California
– -$226K -1,261 Closed
SF
2314
Symphony Financial
Texas
– -$221K -1,255 Closed
W
2315
Wealthquest
Ohio
– -$225K -1,254 Closed
BA
2316
Bluesphere Advisors
Pennsylvania
– -$223K -1,244 Closed
CST
2317
Charles Schwab Trust
Nevada
– -$207K -1,242 Closed
NCM
2318
Northside Capital Management
Oregon
– -$223K -1,242 Closed
FWM
2319
Fairhaven Wealth Management
Illinois
– -$222K -1,238 Closed
ACP
2320
Aveo Capital Partners
Colorado
– -$221K -1,231 Closed
ASC
2321
Atalanta Sosnoff Capital
New York
– -$220K -1,228 Closed
BFG
2322
Berger Financial Group
Minnesota
– -$220K -1,226 Closed
FC
2323
Fulcrum Capital
Washington
– -$219K -1,219 Closed
TP
2324
Tranquility Partners
Tennessee
– -$218K -1,216 Closed
ML
2325
Mayport LLC
Massachusetts
– -$217K -1,213 Closed
91 92
93
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