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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1151
Johnson Investment Counsel
Ohio
$469K +$42.4K +358 +10%
BCM
1152
Brasada Capital Management
Texas
$468K +$474K +4,000 New
ITIM
1153
Indiana Trust & Investment Management
Indiana
$467K -$121K -1,025 -20%
ODCM
1154
Old Dominion Capital Management
Virginia
$467K +$21.4K +181 +5%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$464K +$73.2K +618 +18%
HIA
1156
Harbor Investment Advisory
Maryland
$461K +$466K +3,937 New
1WA
1157
180 Wealth Advisors
Washington
$459K +$54K +456 +13%
CW
1158
CreativeOne Wealth
Kansas
$458K +$1.78K +15 +0.4%
PRC
1159
Pearl River Capital
Michigan
$457K +$462K +3,905 New
IWAG
1160
Integer Wealth Advisors Group
Georgia
$457K +$523K +4,416 New
FG
1161
Fiduciary Group
Georgia
$456K -$4.97K -42 -1%
CA
1162
Capital Advantage
California
$455K +$11.7K +99 +3%
ISL
1163
Ingalls & Snyder LLC
New York
$454K -$38.5K -325 -8%
WSC
1164
Wellington Shields & Co
New York
$453K +$458K +3,870 New
CFS
1165
CRA Financial Services
New Jersey
$452K – – –
DFA
1166
Delta Financial Advisors
Louisiana
$451K -$3.31K -28 -0.7%
PK
1167
Pflug Koory
Nebraska
$451K – – –
EH
1168
Employers Holdings
Nevada
$448K – – –
B
1169
Bailard
California
$446K +$39.4K +333 +10%
GFS
1170
GYL Financial Synergies
Connecticut
$443K +$30.1K +254 +7%
ACM
1171
Anfield Capital Management
California
$443K +$495K +4,182 New
MAFM
1172
Mid Atlantic Financial Management
Pennsylvania
$441K +$25.8K +218 +6%
FLI
1173
Family Legacy Inc
South Carolina
$438K – – –
HWA
1174
Heritage Wealth Advisors
Virginia
$436K +$6.04K +51 +1%
BFO
1175
Boston Family Office
Massachusetts
$434K +$11.8K +100 +3%
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