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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1351
S.A. Mason
Michigan
$902K – – –
CS
1352
Capital Square
Tennessee
$901K – – –
CG
1353
Corundum Group
Colorado
$900K +$359K +1,691 +68%
CP
1354
Covenant Partners
Tennessee
$898K – – –
SCI
1355
S&CO Inc
Massachusetts
$898K – – –
BW
1356
Bison Wealth
Georgia
$895K -$21.9K -103 -2%
CFS
1357
CRA Financial Services
New Jersey
$895K -$17K -80 -2%
BB
1358
Busey Bank
Illinois
$893K -$126K -595 -13%
LF
1359
Lantz Financial
Illinois
$893K -$32.3K -152 -4%
HCC
1360
Hirtle Callaghan & Co
Pennsylvania
$889K +$665K +3,129 +308%
OFG
1361
OmniStar Financial Group
North Carolina
$888K -$36.3K -171 -4%
ESBC
1362
E.S. Barr & Co
Kentucky
$883K -$98.2K -462 -10%
AWG
1363
Altus Wealth Group
Colorado
$881K +$20.6K +97 +2%
KCM
1364
Kanawha Capital Management
Virginia
$879K -$637 -3 -0.1%
NB
1365
Northwest Bancshares
Pennsylvania
$879K +$28.9K +136 +3%
FFM
1366
Forum Financial Management
Illinois
$877K +$98.2K +462 +13%
TC
1367
Titleist Capital
Texas
$873K -$11.9K -56 -1%
MWM
1368
Meridian Wealth Management
Kentucky
$873K +$2.13K +10 +0.2%
EWA
1369
EverSource Wealth Advisors
Alabama
$873K +$114K +536 +15%
IAMOG
1370
Investors Asset Management of Georgia
Georgia
$869K – – –
BFPW
1371
BOK Financial Private Wealth
Colorado
$868K +$229K +1,078 +36%
RSWM
1372
Robertson Stephens Wealth Management
California
$864K -$247K -1,164 -22%
WGAM
1373
Wilkinson Global Asset Management
New York
$864K – – –
QI
1374
Qtron Investments
Massachusetts
$862K +$285K +1,340 +50%
WAS
1375
Wealth Advisory Solutions
Indiana
$862K +$854K +4,020 New
53 54
55
56 57