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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
1076
LaFleur & Godfrey
Michigan
$854K +$106K +993 +13%
MFIM
1077
Mesirow Financial Investment Management
Illinois
$854K +$85.6K +798 +10%
BRWA
1078
B. Riley Wealth Advisors
Florida
$854K -$515K -4,805 -35%
PT
1079
Plimoth Trust
Massachusetts
$850K -$73.1K -682 -7%
PWAM
1080
Pinnacle West Asset Management
Wyoming
$850K +$2.68K +25 +0.3%
AWM
1081
Axxcess Wealth Management
California
$848K -$627K -5,850 -40%
UIC
1082
Uniplan Investment Counsel
Wisconsin
$844K -$52.9K -493 -5%
DW30
1083
Drucker Wealth 3.0
New Jersey
$840K -$5.47K -51 -0.6%
KWA
1084
Kondo Wealth Advisors
California
$835K +$429 +4 +0%
GFG
1085
Goldstone Financial Group
Illinois
$833K +$107 +1 +0%
IAS
1086
Insigneo Advisory Services
Florida
$826K +$115K +1,068 +15%
VCS
1087
Vaughan & Co Securities
New Jersey
$825K -$49.9K -465 -5%
EA
1088
Emerald Advisors
Washington
$825K +$33K +308 +4%
CT
1089
Colonial Trust
South Carolina
$822K -$193K -1,800 -18%
HI
1090
Harrington Investments
California
$817K +$72.4K +675 +9%
BLC
1091
Brown, Lisle/Cummings
Rhode Island
$816K -$20.8K -194 -2%
SFG
1092
Shum Financial Group
California
$814K +$29.7K +277 +3%
RIA
1093
Regal Investment Advisors
Michigan
$812K +$62K +578 +8%
FWIA
1094
Fort Washington Investment Advisors
Ohio
$806K – – –
LFG
1095
Larson Financial Group
Missouri
$803K -$165K -1,535 -16%
DWM
1096
Dakota Wealth Management
Florida
$802K -$213K -1,985 -20%
ACL
1097
Applied Capital LLC
Florida
$799K -$46.1K -430 -5%
NB
1098
Nicolet Bankshares
Wisconsin
$797K +$871K +8,120 New
DAS
1099
Diversify Advisory Services
Utah
$789K -$596K -5,558 -43%
RC
1100
Roundview Capital
New Jersey
$789K -$63.9K -596 -7%
42 43
44
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