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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1301
Terra Nova Asset Management
New York
$677K +$89.5K +553 +16%
DAM
1302
Diamant Asset Management
Connecticut
$676K – – –
AII
1303
AGF Investments Inc
Ontario, Canada
$674K -$613K -3,792 -49%
MWM
1304
Maltin Wealth Management
New Jersey
$674K +$89.3K +552 +16%
SAM
1305
S.A. Mason
Michigan
$672K +$16.7K +103 +3%
BAM
1306
Belpointe Asset Management
Nevada
$665K -$1.68M -10,362 -73%
CPSC
1307
Carl P. Sherr & Co
Massachusetts
$664K +$324 +2 +0.1%
SFP
1308
Sterling Financial Planning
New Jersey
$662K -$79.7K -493 -11%
WFC
1309
Western Financial Corp
California
$661K +$167K +1,034 +36%
SWA
1310
SFMG Wealth Advisors
Texas
$660K – – –
STB
1311
S&T Bank
Pennsylvania
$660K +$1.94K +12 +0.3%
NB
1312
Northwest Bancshares
Pennsylvania
$658K -$36.6K -226 -6%
EWA
1313
ERTS Wealth Advisors
Michigan
$658K -$4.21K -26 -0.7%
MIG
1314
McGuire Investment Group
Rhode Island
$658K +$9.71K +60 +2%
BDF
1315
Balasa Dinverno & Foltz
$658K +$70K +433 +13%
LA
1316
LVW Advisors
New York
$656K +$230K +1,421 +58%
PK
1317
Pflug Koory
Nebraska
$655K -$1.94K -12 -0.3%
CAGAS
1318
Capital Advisory Group Advisory Services
Minnesota
$654K +$26K +161 +4%
SCI
1319
Stableford Capital II
Arizona
$653K +$8.41K +52 +1%
BC
1320
Burney Company
Virginia
$652K +$46.4K +287 +8%
GAM
1321
Grandview Asset Management
Pennsylvania
$651K +$92.5K +572 +18%
CNFG
1322
Creegan & Nassoura Financial Group
New Hampshire
$650K +$162 +1 +0%
ED
1323
Exane Derivatives
France
$650K -$27K -167 -4%
KC
1324
Kingfisher Capital
North Carolina
$645K -$2.07M -12,798 -77%
LWCFA
1325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$643K +$147K +908 +32%
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