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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Cabot Wealth Management
Massachusetts
$525K -$31.3K -289 -5%
CBU
1002
CIBC Bank USA
Illinois
$525K -$14.5K -134 -2%
CTA
1003
Colonial Trust Advisors
South Carolina
$523K – – –
TBNY
1004
Trustco Bank (New York)
New York
$520K -$1.08K -10 -0.2%
LFAS
1005
Level Four Advisory Services
Texas
$517K +$166K +1,530 +41%
NCM
1006
Novare Capital Management
North Carolina
$515K +$9.76K +90 +2%
ISL
1007
Ingalls & Snyder LLC
New York
$515K +$27.1K +250 +5%
AAS
1008
Avantax Advisory Services
Texas
$505K +$564K +5,199 New
HSA
1009
HBK Sorce Advisory
Pennsylvania
$499K -$21.4K -197 -4%
SC
1010
SRB Corp
Massachusetts
$498K +$553K +5,104 New
AAM
1011
AR Asset Management
California
$497K – – –
HK
1012
Horizon Kinetics
New York
$496K +$75.9K +700 +16%
PL
1013
Perpetual Ltd
Australia
$494K – – –
CIAS
1014
Capital Investment Advisory Services
North Carolina
$494K +$42.1K +388 +8%
NB
1015
Nicolet Bankshares
Wisconsin
$493K +$1.63K +15 +0.3%
AIM
1016
Achmea Investment Management
Netherlands
$489K – – –
RAM
1017
Redmond Asset Management
Virginia
$487K +$109K +1,004 +25%
PWM
1018
Perigon Wealth Management
California
$487K +$524K +4,831 New
V
1019
VeraBank
Texas
$484K +$538K +4,967 New
RI
1020
Ridgewood Investments
New Jersey
$481K – – –
KPW
1021
Kore Private Wealth
New York
$479K +$532K +4,910 New
AWM
1022
Altium Wealth Management
New York
$475K -$29.3K -270 -5%
SAM
1023
Shamrock Asset Management
Texas
$474K -$2.49K -23 -0.5%
BWL
1024
Bogart Wealth LLC
Virginia
$473K -$2.82K -26 -0.5%
BO
1025
Bank OZK
Arkansas
$471K – – –
39 40
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42 43