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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1001
Bollard Group
Massachusetts
$543K -$88.1K -847 -14%
LCM
1002
Leisure Capital Management
California
$540K -$88.4K -850 -14%
TBNY
1003
Trustco Bank (New York)
New York
$539K – – –
CFG
1004
Cooper Financial Group
California
$536K +$61.3K +589 +13%
KPW
1005
Kore Private Wealth
New York
$532K +$4.37K +42 +0.8%
APA
1006
American Portfolios Advisors
New York
$532K +$19.9K +191 +4%
FVWA
1007
Foster Victor Wealth Advisors
South Carolina
$530K -$170K -1,632 -24%
KWM
1008
Kingsview Wealth Management
Oregon
$529K +$64.4K +619 +14%
BCP
1009
Berkeley Capital Partners
Georgia
$529K +$291K +2,801 +120%
PL
1010
Perpetual Ltd
Australia
$528K – – –
AAM
1011
AR Asset Management
California
$527K – – –
SAM
1012
Shamrock Asset Management
Texas
$526K +$27.3K +262 +5%
SC
1013
SRB Corp
Massachusetts
$522K -$160K -1,534 -23%
MWPCG
1014
Measured Wealth Private Client Group
New Hampshire
$520K +$124K +1,195 +31%
CRC
1015
Curi RMB Capital
Illinois
$520K +$523K +5,031 New
IAMOG
1016
Investors Asset Management of Georgia
Georgia
$516K +$17.2K +165 +3%
EWM
1017
Empirical Wealth Management
Washington
$513K +$517K +4,970 New
HFS
1018
Haverford Financial Services
Pennsylvania
$505K +$1.04K +10 +0.2%
WBC
1019
West Branch Capital
Massachusetts
$504K -$37.1K -357 -7%
OWA
1020
Outlook Wealth Advisors
Texas
$502K +$11.1K +107 +2%
SC
1021
Saturna Capital
Washington
$499K – – –
HI
1022
Horizon Investments
North Carolina
$499K +$75.6K +727 +18%
LWS
1023
Lucia Wealth Services
California
$497K -$74.2K -713 -13%
PA
1024
Parallel Advisors
California
$497K -$19.6K -188 -4%
LBD
1025
Landsberg Bennett & Dubbaneh
Florida
$497K +$13.4K +129 +3%
39 40
41
42 43