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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$5.48M +$49.6K +378 +0.9%
AWS
527
Atria Wealth Solutions
New York
$5.47M -$513K -3,911 -9%
CGH
528
Crossmark Global Holdings
Texas
$5.47M -$106K -806 -2%
VFM
529
Viking Fund Management
North Dakota
$5.45M +$1.31M +10,000 +33%
KWM
530
Kingsview Wealth Management
Oregon
$5.45M +$2.6M +19,772 +98%
AFG
531
Albion Financial Group
Utah
$5.45M +$97.5K +743 +2%
HSA
532
HBK Sorce Advisory
Pennsylvania
$5.42M -$52K -396 -1%
CGH
533
CMG Global Holdings
Texas
$5.41M – – –
TBA
534
Tower Bridge Advisors
Pennsylvania
$5.4M +$96.8K +737 +2%
LBC
535
Lowe Brockenbrough & Co
Virginia
$5.4M -$1.22M -9,304 -19%
BRM
536
Boston Research & Management
Massachusetts
$5.39M +$358K +2,723 +7%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37M +$166K +1,266 +3%
RCA
538
Riverview Capital Advisers
Massachusetts
$5.33M +$39.4K +300 +0.8%
CFB
539
Cullen/Frost Bankers
Texas
$5.32M -$994K -7,573 -16%
IAA
540
Independent Advisor Alliance
North Carolina
$5.24M -$1.02M -7,788 -17%
IPW
541
Inlet Private Wealth
Florida
$5.19M -$526K -4,005 -10%
DIA
542
Dean Investment Associates
Ohio
$5.16M -$316K -2,409 -6%
APP
543
Avantax Planning Partners
Iowa
$5.13M -$877K -6,679 -15%
EFIC
544
Eliot Finkel Investment Counsel
California
$5.13M -$38.7K -295 -0.8%
CB
545
Community Bank
New York
$5.11M +$336K +2,557 +7%
SHGA
546
Sand Hill Global Advisors
California
$5.1M -$82.1K -625 -2%
CB
547
Cadence Bank
Mississippi
$5.07M +$146K +1,111 +3%
BDA
548
Borer Denton & Associates
Pennsylvania
$5.07M -$241K -1,835 -5%
NSIM
549
North Star Investment Management
Illinois
$5.03M -$139K -1,061 -3%
RFM
550
Royal Fund Management
Florida
$5.01M +$3.09M +23,521 +178%
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