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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1101
Vista Capital Partners
Oregon
$321K -$16.5K -146 -5%
KA
1102
Kovack Advisors
Florida
$321K +$59.7K +530 +23%
CF
1103
Corrigan Financial
Rhode Island
$317K – – –
BRWA
1104
B. Riley Wealth Advisors
Florida
$312K +$29K +257 +10%
IAMOG
1105
Investors Asset Management of Georgia
Georgia
$311K – – –
TNAM
1106
Terra Nova Asset Management
New York
$311K +$305K +2,710 New
KLWA
1107
Kelly Lawrence W & Associates
California
$310K – – –
GLI
1108
Guardian Life Insurance
New York
$303K +$5.97K +53 +2%
RFM
1109
Royal Fund Management
Florida
$301K +$296K +2,629 New
AB
1110
AT Bancorp
Iowa
$298K – – –
WTB
1111
Washington Trust Bank
Washington
$294K +$16.5K +146 +6%
WA
1112
WFG Advisors
Texas
$293K -$8.11K -72 -3%
IWA
1113
Intercontinental Wealth Advisors
Texas
$293K -$6.87K -61 -2%
CWM
1114
Concentric Wealth Management
California
$293K +$288K +2,555 New
CCP
1115
Corient Capital Partners
California
$292K -$252K -2,237 -47%
AT
1116
Argent Trust
Texas
$289K -$1.13K -10 -0.4%
CBN
1117
Cadence Bank NA
Texas
$288K +$21.3K +189 +8%
BHBT
1118
Burke & Herbert Bank & Trust
Virginia
$286K – – –
HCM
1119
Harvey Capital Management
Florida
$286K – – –
PP
1120
Patten & Patten
Tennessee
$283K +$56.3K +500 +25%
VHAM
1121
Van Hulzen Asset Management
California
$281K +$276K +2,453 New
PL
1122
Parkwood LLC
Ohio
$276K +$271K +2,407 New
MCM
1123
McRae Capital Management
New Jersey
$275K +$338 +3 +0.1%
DIA
1124
Dana Investment Advisors
Wisconsin
$275K +$271K +2,402 New
BBNB
1125
Baker Boyer National Bank
Washington
$272K – – –
43 44
45
46 47