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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
801
Paradigm Asset Management
New York
$3.28M – – –
LNC
802
Lincoln National Corp
Pennsylvania
$3.23M +$99.2K +467 +3%
CRIG
803
Charter Research & Investment Group
Connecticut
$3.22M +$19.3K +91 +0.6%
BE
804
Bonness Enterprises
District of Columbia
$3.21M – – –
AMIM
805
Aull & Monroe Investment Management
Alabama
$3.17M -$31.9K -150 -1%
PWMG
806
Pinnacle Wealth Management Group
Michigan
$3.17M -$102K -482 -3%
SCP
807
Shorepoint Capital Partners
Massachusetts
$3.16M -$59.7K -281 -2%
WAM
808
WealthTrust Asset Management
Florida
$3.15M -$88K -414 -3%
CIA
809
Cohen Investment Advisors
New Hampshire
$3.14M -$57.6K -271 -2%
TC
810
TownSquare Capital
Utah
$3.13M +$865K +4,069 +39%
AWE
811
Avidian Wealth Enterprises
Texas
$3.13M +$237K +1,117 +8%
NERM
812
New England Research & Management
Illinois
$3.13M -$63.7K -300 -2%
MBTD
813
Mechanics Bank - Trust Department
California
$3.13M -$45.5K -214 -1%
BB
814
Bell Bank
North Dakota
$3.12M +$1.49K +7 +0%
MNBTD
815
Moody National Bank Trust Division
Texas
$3.12M -$375K -1,764 -11%
WWM
816
Western Wealth Management
Colorado
$3.12M +$2.4M +11,305 +351%
GVAG
817
Great Valley Advisor Group
Delaware
$3.11M +$292K +1,375 +10%
JCM
818
Jacobi Capital Management
Pennsylvania
$3.11M +$85K +400 +3%
BMA
819
Brooks Moore & Associates
Tennessee
$3.09M +$4.25K +20 +0.1%
CB
820
Cooke & Bieler
Pennsylvania
$3.09M -$3.92M -18,460 -56%
EWA
821
Exencial Wealth Advisors
Oklahoma
$3.08M -$50.1K -236 -2%
SC
822
Skylands Capital
Wisconsin
$3.08M – – –
ASI
823
Advisory Services & Investments
Oregon
$3.08M +$8.5K +40 +0.3%
BFA
824
Bragg Financial Advisors
North Carolina
$3.08M +$832K +3,917 +38%
UAS
825
United Asset Strategies
New York
$3.07M -$2.98K -14 -0.1%
31 32
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