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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Avitas Wealth Management
California
$2.71M +$1.08M +5,678 +51%
PA
802
PFG Advisors
Arizona
$2.7M -$73.1K -386 -2%
MPM
803
Meritage Portfolio Management
Kansas
$2.69M +$188K +993 +6%
LC
804
Legacy CG
Texas
$2.69M +$65.5K +346 +2%
RCM
805
Radnor Capital Management
Pennsylvania
$2.66M +$56.8K +300 +2%
SS
806
Sunbelt Securities
Texas
$2.65M +$54.9K +290 +2%
SSWM
807
Smith Salley Wealth Management
North Carolina
$2.65M +$38.8K +205 +1%
MNBTD
808
Moody National Bank Trust Division
Texas
$2.63M +$369K +1,951 +14%
SC
809
Searle & Co
Connecticut
$2.63M – – –
FB
810
Fulton Bank
Pennsylvania
$2.62M +$453K +2,395 +17%
GVAG
811
Great Valley Advisor Group
Delaware
$2.61M +$10.2K +54 +0.3%
SWM
812
Sculati Wealth Management
Michigan
$2.61M +$18.6K +98 +0.6%
AAM
813
Auxier Asset Management
Oregon
$2.6M +$379 +2 +0%
NERM
814
New England Research & Management
Illinois
$2.6M -$152K -805 -5%
SCP
815
Shorepoint Capital Partners
Massachusetts
$2.59M +$86.7K +458 +3%
SC
816
SouthState Corp
Florida
$2.58M -$30.3K -160 -1%
EWA
817
EP Wealth Advisors
California
$2.57M +$964K +5,092 +47%
RCAG
818
Rehmann Capital Advisory Group
Michigan
$2.56M +$62.1K +328 +2%
SAM
819
Silvercrest Asset Management
New York
$2.55M +$189 +1 +0%
MCM
820
Monarch Capital Management
Indiana
$2.53M +$62.5K +330 +2%
PMIA
821
Patrick Mauro Investment Advisor
Illinois
$2.52M +$2.96M +15,613 New
RIM
822
Redpoint Investment Management
Australia
$2.51M -$572K -3,020 -16%
CRIG
823
Charter Research & Investment Group
Connecticut
$2.5M +$14.4K +76 +0.5%
JCM
824
Jacobi Capital Management
Pennsylvania
$2.5M +$9.47K +50 +0.3%
HSA
825
Hussman Strategic Advisors
Maryland
$2.5M +$1.76M +9,300 +150%
31 32
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