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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
901
Roberts, Glore & Co
Illinois
$1.01M +$188K +2,076 +21%
BDPWM
902
Barnes Dennig Private Wealth Management
Ohio
$1M -$150K -1,656 -12%
JIC
903
Johnson Investment Counsel
Ohio
$997K -$13.6K -150 -1%
SGI
904
Summit Global Investments
Utah
$996K -$5.25K -58 -0.5%
AB
905
ANB Bank
Colorado
$990K +$78.7K +869 +8%
GVAG
906
Great Valley Advisor Group
Delaware
$988K +$130K +1,438 +14%
GFA
907
Gifford Fong Associates
California
$986K – – –
VI
908
Versor Investments
New York
$986K +$452K +4,990 +73%
HI
909
Harbour Investments
Wisconsin
$984K -$15.7K -173 -1%
PFPT
910
Pinnacle Financial Partners (Tennessee)
Tennessee
$984K -$777K -8,576 -42%
FG
911
Fiduciary Group
Georgia
$983K +$55.7K +615 +6%
BFA
912
Beacon Financial Advisory
Ohio
$982K -$142K -1,566 -12%
EWA
913
EverSource Wealth Advisors
Alabama
$977K +$452K +4,990 +74%
SF
914
Symphony Financial
Texas
$976K -$51.7K -571 -5%
CAM
915
Cresset Asset Management
Illinois
$976K +$23.2K +256 +2%
CAG
916
Csenge Advisory Group
Florida
$976K +$69.8K +771 +7%
AIM
917
ARK Investment Management
Florida
$970K +$198K +2,185 +23%
EM
918
Excalibur Management
Massachusetts
$967K -$27.7K -306 -3%
TCOT
919
Trust Company of Toledo
Ohio
$965K +$15.7K +173 +2%
FTWA
920
Fifth Third Wealth Advisors
Ohio
$965K -$286K -3,159 -21%
VFA
921
Voya Financial Advisors
Connecticut
$959K -$47.1K -520 -4%
PPC
922
Park Place Capital
Alabama
$957K +$22.9K +253 +2%
SG
923
StoneX Group
New York
$956K -$622K -6,863 -37%
MMM
924
Mendel Money Management
Illinois
$955K +$17.7K +195 +2%
GWMR
925
GC Wealth Management RIA
Massachusetts
$954K +$135K +1,487 +15%
35 36
37
38 39