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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1276
Fenimore Asset Management
New York
$203K – – –
LJHT
1277
Laurie J. Hall Trustee
$203K +$23.5K +200 +13%
SAM
1278
SignalPoint Asset Management
Missouri
$202K -$14.2K -121 -7%
CCP
1279
Corient Capital Partners
California
$202K -$8.46K -72 -4%
SCI
1280
Stableford Capital II
Arizona
$201K -$187K -1,593 -49%
B
1281
Brightworth
Georgia
$201K +$118 +1 +0.1%
HWM
1282
Holloway Wealth Management
Florida
$200K – – –
IWP
1283
Icon Wealth Partners
Texas
$195K +$192K +1,633 New
NCM
1284
Nelson Capital Management
California
$174K +$11.8K +100 +7%
MA
1285
MCF Advisors
Kentucky
$173K – – –
CPIG
1286
Chicago Partners Investment Group
Illinois
$169K -$39.1K -333 -19%
SNT
1287
Security National Trust
West Virginia
$168K +$14.1K +120 +9%
BLA
1288
Balter Liquid Alternatives
Massachusetts
$156K +$154K +1,309 New
VIM
1289
Veritas Investment Management
United Kingdom
$155K – – –
MWM
1290
Mascoma Wealth Management
New Hampshire
$151K +$153K +1,300 New
TC
1291
Trust Company
Kansas
$150K – – –
PFBT
1292
Parkside Financial Bank & Trust
Missouri
$150K +$2.35K +20 +2%
WEC
1293
Winslow Evans & Crocker
Massachusetts
$148K – – –
PGWM
1294
Parisi Gray Wealth Management
New Jersey
$148K +$140K +1,195 New
OIA
1295
OneDigital Investment Advisors
Kansas
$147K +$49.1K +418 +51%
ADL
1296
Asset Dedication LLC
California
$145K -$10.6K -90 -7%
GFP
1297
Gryphon Financial Partners
Ohio
$139K +$137K +1,168 New
JCM
1298
Jacobi Capital Management
Pennsylvania
$135K +$82.5K +702 +206%
QCG
1299
Quadrant Capital Group
Ohio
$133K +$6.35K +54 +5%
NAMA
1300
Nikko Asset Management Americas
New York
$132K – – –
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