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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
876
Moody National Bank Trust Division
Texas
$1.04M – – –
VCM
877
Virtue Capital Management
Tennessee
$1.04M +$1.03M +8,724 New
MWAC
878
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.03M +$50.1K +426 +5%
DLA
879
Douglas Lane & Associates
New York
$1.02M -$81.2K -691 -7%
RHFI
880
Reilly Herbert Faulkner III
$1.02M – – –
LWM
881
Lyell Wealth Management
California
$1.01M +$42.1K +358 +4%
SLF
882
Sun Life Financial
Ontario, Canada
$1.01M -$420K -3,572 -30%
RIM
883
Rampart Investment Management
Connecticut
$1.01M -$5.99K -51 -0.6%
MCM
884
Mork Capital Management
California
$1M +$129K +1,100 +15%
FI
885
FormulaFolio Investments
Michigan
$992K +$188K +1,598 +24%
CPA
886
Capital Planning Advisors
California
$986K -$224K -1,905 -19%
CA
887
Clearstead Advisors
Ohio
$978K -$34.3K -292 -3%
S
888
SimplyRich
California
$973K +$960K +8,166 New
EF
889
Exeter Financial
Arizona
$973K +$960K +8,168 New
NB
890
NBT Bank
New York
$972K +$588 +5 +0.1%
ST
891
Smithfield Trust
Pennsylvania
$970K -$52.4K -446 -5%
AWM
892
Aevitas Wealth Management
Massachusetts
$970K +$957K +8,142 New
BC
893
Burleson & Co
California
$968K +$954K +8,121 New
SFG
894
SevenBridge Financial Group
Pennsylvania
$942K -$32K -272 -3%
WAM
895
Wealthspire Advisors (Maryland)
Maryland
$939K +$167K +1,421 +22%
GWCM
896
Godshalk Welsh Capital Management
Pennsylvania
$936K – – –
CFP
897
Cornerstone Financial Partners
North Carolina
$933K +$577K +4,909 +170%
GAMC
898
Garner Asset Management Corp
Texas
$926K +$7.05K +60 +0.8%
MC
899
Marcus Capital
Illinois
$923K -$1.14M -9,700 -56%
LOAME
900
Lombard Odier Asset Management (Europe)
United Kingdom
$922K -$49.2K -419 -5%
34 35
36
37 38