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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
801
Woodmont Investment Counsel
Tennessee
$1.36M -$901K -9,952 -38%
CWM
802
Cornerstone Wealth Management
Missouri
$1.36M +$128K +1,411 +10%
ZIG
803
Zullo Investment Group
Pennsylvania
$1.35M -$59.9K -661 -4%
TI
804
TrueMark Investments
Illinois
$1.35M +$103K +1,140 +8%
CI
805
Ceera Investments
Texas
$1.35M +$33.7K +372 +2%
EWM
806
Evercore Wealth Management
New York
$1.35M -$560K -6,185 -28%
GIC
807
Generali Investments CEE
Czech Republic
$1.34M – – –
LA
808
LBP AM
France
$1.34M -$24.5K -270 -2%
CCFM
809
Clear Creek Financial Management
Washington
$1.33M +$102K +1,121 +8%
HFS
810
Hantz Financial Services
Michigan
$1.33M -$157K -1,730 -10%
MG
811
Marex Group
$1.33M +$1.44M +15,910 New
BTI
812
Blue Trust Inc
Georgia
$1.32M -$374K -4,125 -21%
CC
813
Courier Capital
New York
$1.31M -$81.2K -897 -5%
UB
814
UMB Bank
Missouri
$1.31M +$1.63K +18 +0.1%
DCM
815
Donaldson Capital Management
Indiana
$1.31M -$24.5M -270,047 -95%
BRWA
816
B. Riley Wealth Advisors
Florida
$1.3M +$349K +3,852 +33%
CAS
817
Coppell Advisory Solutions
Texas
$1.3M +$125K +1,380 +10%
KA
818
Kintegral Advisory
New York
$1.3M -$6.34K -70 -0.4%
RI
819
Ridgewood Investments
New Jersey
$1.3M -$53K -585 -4%
PNC
820
Park National Corp
Ohio
$1.3M +$498K +5,501 +55%
HIM
821
Harbour Investment Management
Washington
$1.3M -$99.2K -1,095 -7%
CFD
822
Creative Financial Designs
Indiana
$1.3M +$484K +5,342 +53%
IAMOG
823
Investors Asset Management of Georgia
Georgia
$1.3M +$366K +4,040 +35%
CIA
824
Cascade Investment Advisors
Oregon
$1.29M +$171K +1,885 +14%
AAG
825
Accordant Advisory Group
Maryland
$1.28M +$40.3K +445 +3%
31 32
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