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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1076
Bragg Financial Advisors
North Carolina
$474K -$77.5K -690 -13%
BWL
1077
Bogart Wealth LLC
Virginia
$474K +$10.3K +92 +2%
MBT
1078
Monroe Bank & Trust
Michigan
$473K -$8.65K -77 -2%
MIFH
1079
Migdal Insurance & Financial Holdings
Israel
$473K +$470K +4,182 +1,526%
BAS
1080
Brown Advisory Securities
Maryland
$472K -$43.9K -391 -8%
ANBT
1081
American National Bank & Trust
Texas
$470K -$1.12K -10 -0.2%
PIA
1082
Peachtree Investment Advisors
Georgia
$463K – – –
FHA
1083
First Horizon Advisors
Tennessee
$462K -$33.9K -302 -6%
AIIMS
1084
Analyst IMS Investment Management Services
Israel
$461K +$22.5K +200 +5%
EFS
1085
Essex Financial Services
Connecticut
$454K – – –
BMM
1086
Buffington Mohr McNeal
Idaho
$454K +$17K +151 +4%
TSWM
1087
Triangle Securities Wealth Management
North Carolina
$452K +$35.6K +317 +8%
RFM
1088
Royal Fund Management
Florida
$451K +$247K +2,200 +107%
HK
1089
Horizon Kinetics
New York
$449K – – –
DCM
1090
Dynamic Capital Management
Jersey
$449K +$188K +1,676 +66%
SL
1091
Signition LP
New York
$448K +$474K +4,217 New
CAM
1092
Congress Asset Management
Massachusetts
$447K -$4.71M -41,921 -91%
TP
1093
Truvvo Partners
New York
$446K -$658K -5,856 -58%
SAA
1094
Southeast Asset Advisors
Georgia
$446K +$22.5K +200 +5%
BCP
1095
Berkeley Capital Partners
Georgia
$438K -$84.7K -754 -15%
RI
1096
Ridgewood Investments
New Jersey
$437K +$13.9K +124 +3%
WSC
1097
Wellington Shields & Co
New York
$436K -$281K -2,500 -38%
PAS
1098
Partnervest Advisory Services
California
$435K -$20.9K -186 -4%
BLA
1099
Balter Liquid Alternatives
Massachusetts
$433K +$59.5K +530 +15%
RAM
1100
Redmond Asset Management
Virginia
$432K +$72.9K +649 +19%
42 43
44
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