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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1226
Trail Ridge Investment Advisors
Colorado
$1.11M – – –
MGIA
1227
Moneta Group Investment Advisors
Missouri
$1.1M +$209K +1,176 +24%
EAM
1228
Erste Asset Management
Austria
$1.1M -$180K -1,011 -14%
CTA
1229
Colonial Trust Advisors
South Carolina
$1.09M -$355 -2 -0%
BWP
1230
Baldwin Wealth Partners
Massachusetts
$1.09M +$20.6K +116 +2%
BAM
1231
Berkshire Asset Management
Pennsylvania
$1.09M -$2.13K -12 -0.2%
MFGM
1232
Marshall Financial Group (Maryland)
Maryland
$1.09M -$16.5K -93 -2%
SFA
1233
Souders Financial Advisors
Ohio
$1.09M +$290K +1,635 +37%
MYIA
1234
Mount Yale Investment Advisors
Colorado
$1.09M +$11.7K +66 +1%
MSA
1235
Marino Stram & Associates
Massachusetts
$1.09M -$21K -118 -2%
TCM
1236
Tradewinds Capital Management
Washington
$1.08M +$178 +1 +0%
ADIM
1237
Alpha DNA Investment Management
Maryland
$1.08M +$74K +417 +7%
BBNA
1238
Bremer Bank National Association
Minnesota
$1.08M -$1.78K -10 -0.2%
M1FG
1239
Mach-1 Financial Group
Arkansas
$1.07M +$1.05M +5,933 +13,184%
BCM
1240
Brown Capital Management
Maryland
$1.07M -$1.78K -10 -0.2%
BCM
1241
Barden Capital Management
Texas
$1.07M -$141K -794 -12%
IWA
1242
IVC Wealth Advisors
Pennsylvania
$1.07M +$310K +1,745 +41%
MWM
1243
Meridian Wealth Management
Kentucky
$1.06M -$82.2K -463 -7%
LC
1244
LCNB Corp
Ohio
$1.06M +$4.44K +25 +0.4%
BAM
1245
Byrne Asset Management
New Jersey
$1.05M -$1.01M -5,693 Closed
GWM
1246
Geneos Wealth Management
Colorado
$1.05M +$301K +1,693 +40%
NB
1247
NBT Bank
New York
$1.04M -$4.44K -25 -0.4%
IRC
1248
Investors Research Corp
Georgia
$1.04M – – –
PWW
1249
Pettyjohn Wood & White
Virginia
$1.04M -$24K -135 -2%
WBCM
1250
Wilson & Boucher Capital Management
California
$1.04M -$4.44K -25 -0.4%
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50
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