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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
976
Montag & Associates
Georgia
$737K -$1.11M -9,702 -61%
TFS
977
TrustCore Financial Services
Tennessee
$737K -$39.4K -345 -5%
LB
978
Legacy Bridge
Iowa
$735K -$35.7K -312 -5%
PPP
979
Private Portfolio Partners
New Jersey
$734K -$148K -1,293 -17%
FT
980
Fiduciary Trust
Massachusetts
$733K -$67.1K -587 -9%
LTI
981
Laffer Tengler Investments
Tennessee
$733K -$4.57K -40 -0.6%
GCM
982
Gladius Capital Management
Illinois
$728K +$694K +6,074 New
WIA
983
Wealthstreet Investment Advisors
Texas
$727K -$137K -1,200 -16%
PA
984
Parallel Advisors
California
$725K +$142K +1,239 +26%
SYBT
985
Stock Yards Bank & Trust
Kentucky
$722K +$32K +280 +5%
VIA
986
Vident Investment Advisory
Georgia
$721K +$689K +6,023 New
CBU
987
CIBC Bank USA
Illinois
$718K -$7.09K -62 -1%
RHFI
988
Reilly Herbert Faulkner III
$713K -$109K -950 -14%
SIM
989
Stratos Investment Management
Ohio
$711K +$25.5K +223 +4%
PTC
990
Private Trust Company
Ohio
$707K -$40.9K -358 -6%
RWA
991
Ropes Wealth Advisors
Massachusetts
$704K -$15.2K -133 -2%
HCP
992
Holt Capital Partners
Texas
$704K +$57.2K +500 +9%
BWL
993
Bogart Wealth LLC
Virginia
$703K +$23.2K +203 +4%
IA
994
IFP Advisors
Florida
$700K +$676K +5,913 New
RAM
995
Redmond Asset Management
Virginia
$697K +$36.7K +321 +6%
PCG
996
Private Capital Group
Connecticut
$691K +$32K +280 +5%
SW
997
SVB Wealth
Massachusetts
$690K -$108K -947 -14%
LCM
998
Leisure Capital Management
California
$687K +$57.2K +500 +10%
MFP
999
Meridian Financial Partners
Virginia
$685K +$10.9K +95 +2%
AC
1000
Abbrea Capital
California
$680K -$13.4K -117 -2%
38 39
40
41 42