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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1376
Sound View Wealth Advisors Group
Georgia
$247K +$221K +2,218 New
FMBTD
1377
First Midwest Bank Trust Division
Illinois
$247K +$222K +2,227 New
AMG
1378
Advisors Management Group
Wisconsin
$246K +$6.59K +66 +3%
LAS
1379
Lloyd Advisory Services
Georgia
$246K +$60.9K +610 +38%
AIM
1380
Avity Investment Management
Connecticut
$245K +$220K +2,200 New
IFAM
1381
Institutional & Family Asset Management
Colorado
$243K +$3.19K +32 +1%
PRWA
1382
Platte River Wealth Advisors
Colorado
$243K +$211K +2,110 New
BCM
1383
Boltwood Capital Management
California
$242K -$15.5K -155 -7%
BBA
1384
BLB&B Advisors
Pennsylvania
$236K -$57.9K -580 -21%
GI
1385
GAMCO Investors
Connecticut
$235K +$211K +2,110 New
ACP
1386
Arcus Capital Partners
Georgia
$235K +$211K +2,112 New
BHBT
1387
Burke & Herbert Bank & Trust
Virginia
$233K -$16.6K -166 -7%
ST
1388
Smithfield Trust
Pennsylvania
$233K +$7.39K +74 +4%
IA
1389
IndexIQ Advisors
New York
$232K +$184K +1,842 +758%
JIM
1390
Jupiter Investment Management
United Kingdom
$232K +$209K +2,089 New
WP
1391
WealthShield Partners
North Carolina
$232K +$209K +2,091 New
TI
1392
Tidal Investments
Wisconsin
$231K -$130K -1,303 -39%
PSP
1393
Principal Street Partners
Tennessee
$230K +$206K +2,068 New
LCM
1394
LVM Capital Management
Michigan
$229K -$11.5K -115 -5%
VCP
1395
Vista Capital Partners
Oregon
$229K +$206K +2,059 New
RG
1396
Rikoon Group
New Mexico
$228K -$9.98K -100 -5%
PFSC
1397
Peoples Financial Services Corp
Pennsylvania
$228K +$32.9K +330 +19%
AP
1398
Advisors Preferred
Maryland
$228K +$199K +1,994 New
MWM
1399
Meridian Wealth Management
Kentucky
$226K +$204K +2,041 New
SFA
1400
Stewardship Financial Advisors
Georgia
$224K +$201K +2,011 New
54 55
56
57 58