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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
976
Boston Family Office
Massachusetts
$600K – – –
PCP
977
Proficio Capital Partners
Massachusetts
$593K -$170K -1,507 -23%
RWA
978
Ropes Wealth Advisors
Massachusetts
$588K – – –
AAM
979
AR Asset Management
California
$585K – – –
DWM
980
Darwin Wealth Management
Florida
$581K +$319K +2,834 +127%
KWMG
981
King Wealth Management Group
Florida
$578K +$113 +1 +0%
GHCM
982
Glen Harbor Capital Management
California
$578K +$568K +5,040 New
AC
983
Abbrea Capital
California
$576K +$566K +5,021 New
AOWM
984
Alpha Omega Wealth Management
Virginia
$574K +$564K +5,007 New
BO
985
Bank OZK
Arkansas
$566K -$45.6K -405 -8%
BCM
986
Buckhead Capital Management
Georgia
$565K – – –
EFS
987
Essex Financial Services
Connecticut
$554K +$5.3K +47 +1%
IC
988
Investment Counsel
Michigan
$554K +$19.7K +175 +4%
BCM
989
Brookstone Capital Management
Illinois
$548K -$14.3K -127 -3%
AAM
990
American Asset Management
Florida
$541K +$31.7K +281 +6%
SCI
991
S&CO Inc
Massachusetts
$533K – – –
GS
992
GAM Systematic
United Kingdom
$533K +$524K +4,648 New
KSA
993
Ken Stern & Associates
California
$530K -$4.06K -36 -0.8%
HPC
994
HM Payson & Co
Maine
$530K +$182K +1,615 +54%
QI
995
Quotient Investors
New York
$527K – – –
MFBTD
996
MB Financial Bank - Trust Department
Illinois
$526K – – –
KCM
997
Kanawha Capital Management
Virginia
$520K -$22.5K -200 -4%
IH
998
IFC Holdings
Florida
$519K +$11.9K +106 +2%
HPBT
999
High Point Bank & Trust
North Carolina
$518K – – –
PTC
1000
Private Trust Company
Ohio
$516K -$1.27M -11,313 -72%
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40
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