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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
876
Chatham Capital Group
Georgia
$2.17M +$479K +2,530 +23%
CCG
877
Cypress Capital Group
Florida
$2.17M +$20.3K +107 +0.8%
TAM
878
Tealwood Asset Management
Minnesota
$2.17M -$26.9K -142 -1%
B
879
Bailard
California
$2.17M +$3.98K +21 +0.2%
FTDI
880
First Trust Direct Indexing
Massachusetts
$2.16M +$34.5K +182 +1%
MCM
881
Mengis Capital Management
Oregon
$2.16M -$317K -1,672 -11%
GT
882
Greenleaf Trust
Michigan
$2.15M +$483K +2,549 +24%
GIA
883
GHP Investment Advisors
Colorado
$2.15M +$94.9K +501 +4%
AC
884
Addison Capital
Pennsylvania
$2.14M +$5.11K +27 +0.2%
PRS
885
Pinkerton Retirement Specialists
Idaho
$2.14M -$305K -1,609 -11%
CWM
886
Cordatus Wealth Management
Pennsylvania
$2.13M +$49.6K +262 +2%
WB
887
WesBanco Bank
West Virginia
$2.13M -$9.28M -49,031 -79%
TCOV
888
Trust Company of Vermont
Vermont
$2.13M +$193K +1,017 +8%
IFWM
889
Institute for Wealth Management
Colorado
$2.12M -$3.03K -16 -0.1%
AF
890
Arrow Financial
New York
$2.12M – – –
GWMIA
891
Global Wealth Management Investment Advisory
Florida
$2.11M +$50.9K +269 +2%
ANTB
892
AMG National Trust Bank
Colorado
$2.11M +$881K +4,651 +55%
SSW
893
Stone Summit Wealth
Florida
$2.09M +$57.8K +305 +2%
CT
894
Chicago Trust
Illinois
$2.08M -$76.1K -402 -3%
AWE
895
Avidian Wealth Enterprises
Texas
$2.08M -$19.1K -101 -0.8%
GC
896
Globeflex Capital
California
$2.07M +$2.43M +12,828 New
CB
897
Cooke & Bieler
Pennsylvania
$2.07M -$75.7K -400 -3%
FC
898
Forte Capital
New York
$2.06M -$64.9K -343 -3%
PF
899
Phoenix Financial
Israel
$2.06M +$126K +668 +6%
WA1
900
Wimmer Associates 1
California
$2.05M -$264K -1,393 -10%
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