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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
1201
Roehl & Yi Investment Advisors
Oregon
$862K +$899K +6,832 New
CS
1202
Cannell & Spears
New York
$861K +$6.71K +51 +0.8%
EFS
1203
Essex Financial Services
Connecticut
$858K -$177K -1,344 -16%
TF
1204
Trek Financial
Arizona
$858K +$270K +2,050 +43%
WA
1205
Wealth Alliance
New York
$858K -$81.3K -618 -8%
FBT
1206
First Bank & Trust
South Dakota
$851K +$31.1K +236 +4%
AIA
1207
AIMZ Investment Advisors
California
$851K – – –
ZIG
1208
Zuckerman Investment Group
Illinois
$850K +$1.01M +7,638 New
FAM
1209
Formidable Asset Management
Ohio
$848K -$54.4K -413 -6%
DI
1210
Diligent Investors
California
$848K +$14.6K +111 +2%
DFCM
1211
Dark Forest Capital Management
Puerto Rico
$847K -$87.8K -667 -9%
AIM
1212
Access Investment Management
Georgia
$846K -$77K -585 -8%
BIP
1213
Brandes Investment Partners
California
$846K +$882K +6,705 New
IGAM
1214
iA Global Asset Management
Quebec, Canada
$845K +$232K +1,759 +36%
WAM
1215
Wolverine Asset Management
Illinois
$840K +$877K +6,661 New
GG
1216
Gleason Group
Kentucky
$840K +$11.1K +84 +1%
SF
1217
Symphony Financial
Texas
$837K +$236K +1,790 +40%
PWP
1218
Precedent Wealth Partners
Texas
$835K -$39.6K -301 -4%
CAI
1219
Capital Advisors Inc
Oklahoma
$834K -$341K -2,592 -28%
SCI
1220
Stableford Capital II
Arizona
$834K -$18K -137 -2%
KPP
1221
Kings Path Partners
Texas
$833K – – –
BCP
1222
Blue Chip Partners
Michigan
$833K -$184K -1,399 -17%
PWP
1223
Principle Wealth Partners
Connecticut
$832K +$16.5K +125 +2%
LA
1224
LM Advisors
California
$830K +$866K +6,580 New
FIM
1225
Freedom Investment Management
Connecticut
$828K +$378K +2,874 +78%
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