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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
1026
Aull & Monroe Investment Management
Alabama
$987K +$19.3K +180 +2%
SR
1027
Syntax Research
Florida
$984K -$289K -2,699 -21%
AWA
1028
Aaron Wealth Advisors
Illinois
$983K +$18.1K +169 +2%
LNWTC
1029
Laird Norton Wetherby Trust Company
Washington
$982K -$188K -1,752 -15%
MIM
1030
Miller Investment Management
Pennsylvania
$979K – – –
BDPWM
1031
Barnes Dennig Private Wealth Management
Ohio
$976K -$85.8K -800 -7%
MA
1032
Montag & Associates
Georgia
$974K – – –
FC
1033
Financial Consulate
Maryland
$973K +$4.93K +46 +0.5%
TBC
1034
Ted Buchan & Co
California
$969K -$121K -1,129 -10%
CWM
1035
Copia Wealth Management
Oregon
$969K – – –
AOWM
1036
Asset One Wealth Management
Washington
$968K +$976K +9,102 New
TCPW
1037
Twin City Private Wealth
North Carolina
$963K -$12.2K -114 -1%
MFS
1038
Mattson Financial Services
Michigan
$956K -$78.9K -736 -7%
EFS
1039
Essex Financial Services
Connecticut
$955K -$30.8K -287 -3%
KFGK
1040
Keystone Financial Group (Kentucky)
Kentucky
$954K -$38.6K -360 -4%
ECM
1041
Evergreen Capital Management
Washington
$945K -$1.28M -11,939 -55%
MAM
1042
Martingale Asset Management
Massachusetts
$940K +$749K +6,985 +272%
MWM
1043
Modern Wealth Management
Kansas
$939K +$35.9K +335 +4%
MCA
1044
Millennium Capital Advisors
Arkansas
$939K +$36.1K +337 +4%
BA
1045
Bridgewater Associates
Connecticut
$934K -$3.11M -29,015 -75%
FWM
1046
ForthRight Wealth Management
Georgia
$929K – – –
FNA
1047
First National Advisers
Nebraska
$926K -$91.2K -850 -8%
SAA
1048
Southeast Asset Advisors
Georgia
$925K – – –
BAM
1049
Blueshift Asset Management
New Jersey
$925K -$286K -2,664 -22%
GA
1050
GoalVest Advisory
New York
$918K – – –
40 41
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