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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$700K – – –
WCM
1302
Weaver Capital Management
Georgia
$698K -$530K -3,701 -42%
CTI
1303
Community Trust & Investment
Kentucky
$698K – – –
AAM
1304
AR Asset Management
California
$698K – – –
WANY
1305
Wealthspire Advisors (New York)
New York
$695K -$13.2K -92 -2%
BFAG
1306
Blackston Financial Advisory Group
Florida
$694K +$9.88K +69 +1%
CC
1307
Chicago Capital
Illinois
$693K – – –
FFA
1308
Founders Financial Alliance
North Carolina
$691K +$15.7K +110 +2%
BAM
1309
Belpointe Asset Management
Nevada
$690K -$198K -1,386 -22%
GSEP
1310
Golden State Equity Partners
California
$689K +$721K +5,033 New
FFS
1311
Founders Financial Securities
Maryland
$688K -$325K -2,269 -31%
WI
1312
WrapManager Inc
California
$687K -$179K -1,253 -20%
CI
1313
CPR Investments
Michigan
$684K – – –
FFBTD
1314
First Financial Bank - Trust Division
Ohio
$683K -$159K -1,109 -18%
SIM
1315
Studio Investment Management
Illinois
$683K +$110K +767 +18%
RMAM
1316
Raab & Moskowitz Asset Management
New Jersey
$682K +$1K +7 +0.1%
V
1317
VeraBank
Texas
$681K -$14.7K -103 -2%
PMSA
1318
Patrick M. Sweeney & Associates
Illinois
$680K +$143 +1 +0%
HAFS
1319
Hapanowicz & Associates Financial Services
Pennsylvania
$679K – – –
MIM
1320
Morningstar Investment Management
Illinois
$679K – – –
GFA
1321
Gallagher Fiduciary Advisors
Illinois
$676K +$89.2K +623 +14%
APA
1322
Astoria Portfolio Advisors
New York
$675K +$30.4K +212 +4%
VA
1323
Valmark Advisers
Ohio
$674K -$11.3K -79 -2%
TFG
1324
Taylor Financial Group
Virginia
$674K – – –
PMIA
1325
Patrick Mauro Investment Advisor
Illinois
$673K -$46.5K -325 -6%
51 52
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