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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1101
Boston Family Office
Massachusetts
$421K -$191K -1,620 -31%
SWM
1102
Segment Wealth Management
Texas
$419K +$824 +7 +0.2%
PAA
1103
Peregrine Asset Advisers
Oregon
$418K +$422K +3,582 New
AL
1104
Aspiriant LLC
California
$415K -$8.03M -68,265 -95%
SFG
1105
SNS Financial Group
Minnesota
$415K -$8.12K -69 -2%
BFA
1106
Bragg Financial Advisors
North Carolina
$411K -$111K -940 -21%
AIIMS
1107
Analyst IMS Investment Management Services
Israel
$410K -$98K -833 -19%
HW
1108
Hancock Whitney
Mississippi
$407K +$410K +3,485 New
WWM
1109
Windsor Wealth Management
Indiana
$405K – – –
AIA
1110
AIMZ Investment Advisors
California
$402K – – –
RBC
1111
Roble Belko & Company
Pennsylvania
$400K – – –
CL
1112
Choreo LLC
Illinois
$398K -$12.6K -107 -3%
TCB
1113
Texas Capital Bancshares
Texas
$398K – – –
CAM
1114
Congress Asset Management
Massachusetts
$397K -$95K -807 -19%
WSCM
1115
Wellington Shields Capital Management
New York
$393K -$177K -1,500 -31%
LB
1116
Landmark Bank
Missouri
$392K -$24.5K -208 -6%
VAM
1117
Verity Asset Management
North Carolina
$391K +$31.2K +265 +9%
MIG
1118
McGuire Investment Group
Rhode Island
$389K +$392K +3,329 New
JFGIW
1119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388K -$52.1K -443 -12%
HCM
1120
Highlander Capital Management
New Jersey
$388K – – –
P
1121
Pitcairn
Pennsylvania
$380K -$30.1K -256 -7%
VWA
1122
V Wealth Advisors
Kansas
$378K +$30.7K +261 +9%
ARMT
1123
Amica Retiree Medical Trust
Rhode Island
$375K – – –
BCI
1124
Brinker Capital Investments
Pennsylvania
$374K -$13.8K -117 -4%
WRM
1125
Weybosset Research & Management
Rhode Island
$374K – – –
43 44
45
46 47