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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2301
SimplyRich
California
– -$408K -3,238 Closed
IC
2302
Iconiq Capital
California
– -$403K -3,196 Closed
PPWM
2303
Paragon Private Wealth Management
Kentucky
– -$384K -3,047 Closed
MCC
2304
Malaga Cove Capital
California
– -$368K -2,922 Closed
DWM
2305
Defined Wealth Management
Oregon
– -$365K -2,898 Closed
HBS
2306
Howard Bailey Securities
Indiana
– -$365K -2,895 Closed
ARMT
2307
Amica Retiree Medical Trust
Rhode Island
– -$358K -2,837 Closed
BAG
2308
Bridgewealth Advisory Group
California
– -$324K -2,800 Closed
HFS
2309
Haverford Financial Services
Pennsylvania
– -$350K -2,777 Closed
BCM
2310
BluePath Capital Management
Georgia
– -$340K -2,721 Closed
ECM
2311
ExodusPoint Capital Management
New York
– -$336K -2,662 Closed
SP
2312
Stonebrook Private
Michigan
– -$331K -2,623 Closed
TAM
2313
Titleist Asset Management
Texas
– -$330K -2,618 Closed
CWI
2314
Conscious Wealth Investments
Florida
– -$326K -2,516 Closed
WQ
2315
Wealth Quarterback
New Jersey
– -$305K -2,418 Closed
WMA
2316
Wealth Management Associates
New Jersey
– -$302K -2,395 Closed
GWANC
2317
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$285K -2,261 Closed
ACM
2318
Alta Capital Management
Utah
– -$283K -2,246 Closed
WFI
2319
West Family Investments
California
– -$280K -2,224 Closed
IAS
2320
Investment Advisory Services
Texas
– -$278K -2,204 Closed
SFP
2321
Sterling Financial Planning
New Jersey
– -$278K -2,203 Closed
CCG
2322
Catalina Capital Group
California
– -$276K -2,192 Closed
LIA
2323
Lynx Investment Advisory
District of Columbia
– -$276K -2,192 Closed
BIP
2324
Blueprint Investment Partners
North Carolina
– -$275K -2,183 Closed
OWP
2325
Obermeyer Wealth Partners
Colorado
– -$271K -2,149 Closed
91 92
93
94 95