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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1176
Marble Harbor Investment Counsel
Massachusetts
$307K +$47K +400 +18%
WSCM
1177
Wellington Shields Capital Management
New York
$305K – – –
FANJ
1178
Financial Architects (New Jersey)
New Jersey
$303K -$20.2K -172 -6%
BHBT
1179
Burke & Herbert Bank & Trust
Virginia
$302K +$16.5K +140 +6%
ARMT
1180
Amica Retiree Medical Trust
Rhode Island
$300K – – –
EAM
1181
Evanson Asset Management
California
$300K +$296K +2,519 New
PP
1182
Patten & Patten
Tennessee
$299K – – –
DAM
1183
Deltec Asset Management
New York
$298K – – –
HCM
1184
Harvey Capital Management
Florida
$297K – – –
MMA
1185
Miracle Mile Advisors
California
$296K +$292K +2,482 New
CWM
1186
Concentric Wealth Management
California
$295K – – –
MCM
1187
McRae Capital Management
New Jersey
$295K +$353 +3 +0.1%
LJAC
1188
L.J. Altfest & Co
New York
$294K -$642K -5,462 -69%
AP
1189
Appleton Partners
Massachusetts
$294K +$470 +4 +0.2%
FCB
1190
First Command Bank
Texas
$293K – – –
FCFS
1191
First Command Financial Services
Texas
$293K – – –
CA
1192
Continuum Advisory
Idaho
$290K +$24.2K +206 +9%
CONA
1193
Capital One National Association
New York
$286K -$68.6K -584 -20%
PI
1194
Pettee Investors
Connecticut
$286K – – –
RFM
1195
Royal Fund Management
Florida
$286K +$16.7K +142 +6%
BBNB
1196
Baker Boyer National Bank
Washington
$283K – – –
CPIA
1197
Cornell Pochily Investment Advisors
New York
$283K +$279K +2,375 New
DIA
1198
Denver Investment Advisors
Colorado
$281K +$11.6K +99 +4%
TNBTD
1199
Trustmark National Bank Trust Department
Mississippi
$280K -$11.8K -100 -4%
RA
1200
Rational Advisors
New York
$280K +$94K +800 +51%
46 47
48
49 50