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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1101
Central Trust Company
Missouri
$833K -$91.4K -929 -10%
TA
1102
TFG Advisers
Michigan
$833K +$44.6K +453 +6%
PA
1103
Profund Advisors
Maryland
$832K +$81.7K +830 +11%
BCWM
1104
Bartlett & Co Wealth Management
Ohio
$831K -$703K -7,145 -46%
CL
1105
CSS LLC
Illinois
$830K +$809K +8,220 New
JA
1106
JLB & Associates
Michigan
$827K -$474K -4,816 -37%
APM
1107
Advanced Portfolio Management
New York
$825K – – –
ACM
1108
Aurdan Capital Management
Pennsylvania
$824K -$885 -9 -0.1%
CCM
1109
Charter Capital Management
Wisconsin
$822K +$801K +8,139 New
IFWM
1110
Institute for Wealth Management
Colorado
$821K -$150K -1,523 -16%
WG
1111
Winton Group
United Kingdom
$820K +$799K +8,126 New
OWA
1112
Octavia Wealth Advisors
Ohio
$819K -$126K -1,280 -14%
MCA
1113
MSH Capital Advisors
Arizona
$816K +$11.3K +115 +1%
SACTSONJ
1114
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$808K – – –
PCG
1115
PFC Capital Group
California
$802K -$103K -1,050 -12%
EA
1116
Emerald Advisors
Washington
$802K +$63.9K +649 +9%
MCM
1117
Mork Capital Management
California
$797K – – –
WIS
1118
Wright Investors Service
Connecticut
$793K +$10.2K +104 +1%
PFGIA
1119
Patriot Financial Group Insurance Agency
Massachusetts
$793K +$120K +1,223 +18%
PCA
1120
Purkiss Capital Advisors
Connecticut
$793K – – –
AIM
1121
Access Investment Management
Georgia
$791K +$771K +7,840 New
GFA
1122
Gallagher Fiduciary Advisors
Illinois
$791K +$67.7K +688 +10%
NW
1123
NewEdge Wealth
Pennsylvania
$789K -$1.6M -16,214 -64%
SCM
1124
SCS Capital Management
Massachusetts
$783K +$763K +7,756 New
KWMG
1125
King Wealth Management Group
Florida
$782K – – –
43 44
45
46 47