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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1326
Lyell Wealth Management
California
$829K +$27.7K +160 +3%
SC
1327
Savant Capital
Illinois
$828K +$284K +1,643 +35%
NL
1328
NVWM LLC
Pennsylvania
$827K -$13.8K -80 -2%
ZCA
1329
Zeke Capital Advisors
Pennsylvania
$826K +$52.6K +304 +7%
EWM
1330
Evermay Wealth Management
Virginia
$824K -$60.9K -352 -7%
DMBA
1331
Deseret Mutual Benefit Administrators
Utah
$823K -$534K -3,086 -39%
DAC
1332
Dividend Assets Capital
South Carolina
$820K -$12.5K -72 -2%
FBT
1333
First Bank & Trust
South Dakota
$820K +$142K +823 +21%
MSFS
1334
Main Street Financial Solutions
Pennsylvania
$818K -$58.7K -339 -7%
CFCI
1335
Comprehensive Financial Consultants Institutional
Indiana
$812K +$16.3K +94 +2%
VEA
1336
Virtus ETF Advisers
New York
$811K +$179K +1,033 +28%
LF
1337
Lantz Financial
Illinois
$808K +$2.6K +15 +0.3%
JFGIW
1338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$806K -$44.5K -257 -5%
PAI
1339
Pittenger & Anderson Inc
Nebraska
$805K +$239K +1,379 +42%
WPA
1340
West Paces Advisors
Georgia
$804K +$24.1K +139 +3%
SCM
1341
Shelton Capital Management
Colorado
$803K -$98.8K -571 -11%
MIM
1342
MTM Investment Management
South Carolina
$803K -$3.46K -20 -0.4%
SCI
1343
Stableford Capital II
Arizona
$802K -$1.21K -7 -0.2%
FCB
1344
First County Bank
Connecticut
$801K +$798K +4,607 New
S
1345
swisspartners
Liechtenstein
$800K – – –
HCWM
1346
Harrison & Co Wealth Management
Virginia
$800K +$14.9K +86 +2%
HCC
1347
Hirtle Callaghan & Co
Pennsylvania
$797K +$794K +4,586 New
DI
1348
DAGCO Inc
Ohio
$794K +$519 +3 +0.1%
CAWM
1349
Capital Advisors Wealth Management
Washington
$793K +$18.5K +107 +2%
CQS
1350
Credential Qtrade Securities
$792K -$256K -1,480 -25%
52 53
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