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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1101
Jefferies Financial Group
New York
$1.08M -$4.94M -37,529 -81%
ZAM
1102
Zevin Asset Management
Massachusetts
$1.08M -$8.76M -66,526 -89%
ACI
1103
Alpha Cubed Investments
California
$1.08M -$422K -3,208 -27%
LIM
1104
Longfellow Investment Management
Massachusetts
$1.07M -$71.5K -543 -6%
SA
1105
Strategic Advisors
New York
$1.06M -$89.4K -679 -7%
LNWWM
1106
Laird Norton Wetherby Wealth Management
California
$1.06M -$350K -2,656 -24%
AWM
1107
Aberdeen Wealth Management
Illinois
$1.06M -$91.7K -697 -8%
CFO
1108
Callan Family Office
Pennsylvania
$1.05M +$857K +6,509 +351%
ACM
1109
Advance Capital Management
Michigan
$1.05M -$52.5K -399 -5%
SC
1110
SouthState Corp
Florida
$1.05M -$168K -1,274 -13%
CG
1111
Corundum Group
Colorado
$1.04M +$97.4K +740 +10%
SAG
1112
SageView Advisory Group
California
$1.04M +$8.69K +66 +0.8%
LFG
1113
Larson Financial Group
Missouri
$1.04M +$118K +896 +12%
SI
1114
Sava Infond
Slovenia
$1.04M +$1.08M +8,210 New
CPRC
1115
Consolidated Portfolio Review Corp
New York
$1.03M +$761K +5,784 +240%
CHC
1116
City Holding Co
West Virginia
$1.03M -$213K -1,620 -17%
MCA
1117
MSH Capital Advisors
Arizona
$1.02M -$5.53K -42 -0.5%
IP
1118
Intellectus Partners
California
$1.01M -$87.1K -662 -8%
AFS
1119
Access Financial Services
Minnesota
$1.01M -$106K -807 -9%
PWMAG
1120
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M -$21.7K -165 -2%
SACTSONJ
1121
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.01M – – –
OWA
1122
Octavia Wealth Advisors
Ohio
$1.01M +$436K +3,311 +71%
IA
1123
IFP Advisors
Florida
$1M +$762K +5,791 +270%
OC
1124
Opinicus Capital
Florida
$998K +$80.3K +610 +8%
MCM
1125
Mork Capital Management
California
$996K +$1.04M +7,900 New
43 44
45
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