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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1201
S&CO Inc
Massachusetts
$703K – – –
FGA
1202
Fortis Group Advisors
New Jersey
$702K +$615K +4,222 New
DLA
1203
Douglas Lane & Associates
New York
$698K -$6.84K -47 -1%
MPW
1204
MA Private Wealth
California
$698K +$3.49K +24 +0.6%
KCM
1205
Kanawha Capital Management
Virginia
$696K – – –
IA
1206
IFG Advisory
Georgia
$695K -$8.73K -60 -1%
IAMOG
1207
Investors Asset Management of Georgia
Georgia
$693K -$142K -975 -19%
ARMT
1208
Amica Retiree Medical Trust
Rhode Island
$693K – – –
SIC
1209
Samalin Investment Counsel
New York
$691K +$603K +4,145 New
SG
1210
StoneX Group
New York
$688K +$14.8K +102 +3%
VC
1211
Vicus Capital
Pennsylvania
$684K -$10.5K -72 -2%
RM
1212
Resource Management
Louisiana
$683K +$82.8K +569 +16%
CC
1213
Chicago Capital
Illinois
$681K – – –
OC
1214
Oakworth Capital
Alabama
$678K -$9.76K -67 -2%
CT
1215
Caldwell Trust
Florida
$676K -$63.6K -437 -10%
TNB
1216
Thomasville National Bank
Georgia
$670K -$1.18M -8,112 -67%
RI
1217
Ridgewood Investments
New Jersey
$670K -$709K -4,872 -55%
EIM
1218
Essex Investment Management
Massachusetts
$669K +$494K +3,390 +545%
EWA
1219
ERTS Wealth Advisors
Michigan
$668K -$9.9K -68 -2%
P
1220
Pitcairn
Pennsylvania
$668K +$17K +117 +3%
SIM
1221
Stratos Investment Management
Ohio
$667K -$48.5K -333 -8%
CPSC
1222
Carl P. Sherr & Co
Massachusetts
$667K -$2.48K -17 -0.4%
BCM
1223
Brasada Capital Management
Texas
$667K +$582K +4,000 New
BPM
1224
Bronson Point Management
Connecticut
$667K +$582K +4,000 New
MWM
1225
Meridian Wealth Management
Kentucky
$663K +$283K +1,945 +95%
47 48
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50 51