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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1226
Diamant Asset Management
Connecticut
$662K – – –
MSA
1227
Marino Stram & Associates
Massachusetts
$662K +$51.2K +352 +10%
TMAM
1228
Tokio Marine Asset Management
Japan
$661K +$90.4K +621 +19%
CW
1229
CreativeOne Wealth
Kansas
$660K -$17.2K -118 -3%
AFWM
1230
AMJ Financial Wealth Management
Virginia
$659K -$214K -1,470 -27%
SAM
1231
S.A. Mason
Michigan
$659K – – –
MWM
1232
Maltin Wealth Management
New Jersey
$653K -$251K -1,725 -31%
SL
1233
Stevard LLC
Illinois
$651K -$162K -1,110 -22%
GEA
1234
Glen Eagle Advisors
New Jersey
$651K +$8.73K +60 +2%
PK
1235
Pflug Koory
Nebraska
$648K – – –
CC
1236
Cornerstone Capital
California
$647K -$160K -1,100 -22%
FG
1237
Fiduciary Group
Georgia
$643K -$40.8K -280 -7%
FIM
1238
Freedom Investment Management
Connecticut
$641K -$157K -1,078 -22%
MCCP
1239
Mission Creek Capital Partners
California
$641K -$6.26K -43 -1%
BDWM
1240
Brewin Dolphin Wealth Management
Ireland
$637K – – –
CNFG
1241
Creegan & Nassoura Financial Group
New Hampshire
$637K -$48.8K -335 -8%
CIA
1242
CSat Investment Advisory
Michigan
$636K -$1.3M -8,908 -70%
MIG
1243
McGuire Investment Group
Rhode Island
$635K +$3.64K +25 +0.7%
BEAM
1244
Baker Ellis Asset Management
Washington
$635K +$21.8K +150 +4%
PCM
1245
Prelude Capital Management
New York
$634K +$554K +3,804 New
TI
1246
Tidal Investments
Wisconsin
$632K +$250K +1,716 +83%
CAG
1247
Csenge Advisory Group
Florida
$627K -$80.2K -551 -13%
VNA
1248
Valley National Advisers
Pennsylvania
$624K -$695K -4,771 -56%
SW
1249
SteelPeak Wealth
California
$623K +$545K +3,740 New
FLI
1250
Family Legacy Inc
South Carolina
$622K -$2.91K -20 -0.5%
48 49
50
51 52