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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
901
Cedar Capital
Illinois
$757K +$165K +1,590 +28%
BL
902
Balentine LLC
Georgia
$756K -$56.2K -540 -7%
CPA
903
Court Place Advisors
Maryland
$756K -$46.5K -447 -6%
PFO
904
Pathstone Family Office
New Jersey
$751K -$5.93K -57 -0.8%
MSS
905
Mitchell Sinkler & Starr
Pennsylvania
$743K -$13.5K -130 -2%
LOAME
906
Lombard Odier Asset Management (Europe)
United Kingdom
$742K – – –
WSTAM
907
Wilbanks Smith & Thomas Asset Management
Virginia
$738K +$64K +615 +9%
MIAS
908
Mason Investment Advisory Services
Virginia
$735K – – –
EDRH
909
Edmond de Rothschild Holding
Switzerland
$733K – – –
TIA
910
Trust Investment Advisors
Indiana
$729K -$52K -500 -7%
MYIA
911
Mount Yale Investment Advisors
Colorado
$724K +$19K +183 +3%
FFC
912
First Financial Corp
Indiana
$723K -$24.4K -235 -3%
HFM
913
Hartford Financial Management
Connecticut
$723K – – –
ACM
914
Allred Capital Management
Texas
$722K +$4.99K +48 +0.7%
AWM
915
Avior Wealth Management
Nebraska
$715K +$106K +1,021 +17%
HH
916
Hilltop Holdings
Texas
$713K +$137K +1,317 +24%
RHFI
917
Reilly Herbert Faulkner III
$712K -$98.8K -950 -12%
PCM
918
Parsons Capital Management
Rhode Island
$709K -$392K -3,767 -35%
TTWM
919
TCV Trust & Wealth Management
Virginia
$708K -$2.29K -22 -0.3%
NFG
920
Next Financial Group
Texas
$707K +$550K +5,289 +339%
FAM
921
Fred Alger Management
New York
$704K -$286K -2,747 -29%
WPW
922
Waldron Private Wealth
Pennsylvania
$704K +$126K +1,215 +22%
CCP
923
Corient Capital Partners
California
$703K +$38.3K +368 +6%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$702K +$3.22K +31 +0.5%
SW
925
SVB Wealth
Massachusetts
$693K -$1.16M -11,132 -62%
35 36
37
38 39