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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
876
Iconiq Capital
California
$920K – – –
WAM
877
Wealthspire Advisors (Maryland)
Maryland
$908K +$92.1K +797 +10%
JFGIW
878
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$906K -$433K -3,745 -30%
MC
879
Marcus Capital
Illinois
$905K +$104K +900 +12%
MCM
880
Mengis Capital Management
Oregon
$903K +$295K +2,552 +42%
RAG
881
Roof Advisory Group
Pennsylvania
$899K -$34K -294 -3%
MNBTD
882
Moody National Bank Trust Division
Texas
$899K -$20.2K -175 -2%
GAMC
883
Garner Asset Management Corp
Texas
$896K +$90.7K +785 +10%
GIA
884
GHP Investment Advisors
Colorado
$894K -$64.2K -555 -6%
DLA
885
Douglas Lane & Associates
New York
$891K -$6.24K -54 -0.6%
GWCM
886
Godshalk Welsh Capital Management
Pennsylvania
$890K +$75.1K +650 +8%
PAM
887
PVG Asset Management
Colorado
$884K +$976K +8,446 New
MCM
888
Mork Capital Management
California
$879K – – –
AWM
889
Avior Wealth Management
Nebraska
$878K -$116K -1,007 -11%
ZB
890
Zions Bancorporation
Utah
$876K +$968K +8,372 New
SFG
891
SevenBridge Financial Group
Pennsylvania
$856K +$31.2K +270 +3%
AWM
892
Aevitas Wealth Management
Massachusetts
$854K +$2.08K +18 +0.2%
ST
893
Smithfield Trust
Pennsylvania
$851K -$462 -4 -0%
BC
894
Burleson & Co
California
$851K +$694 +6 +0.1%
FIM
895
Fernwood Investment Management
Massachusetts
$844K -$92.5K -800 -9%
TCM
896
Teza Capital Management
Illinois
$844K +$932K +8,066 New
EF
897
Exeter Financial
Arizona
$836K -$21.4K -185 -2%
RHFI
898
Reilly Herbert Faulkner III
$832K -$71.1K -615 -7%
NB
899
NBT Bank
New York
$832K -$24.3K -210 -3%
DCM
900
Delpha Capital Management
New York
$832K +$919K +7,948 New
34 35
36
37 38