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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1376
Boston Family Office
Massachusetts
$505K -$365K -2,162 -42%
MJRIC
1377
Mogy Joel R Investment Counsel
California
$505K – – –
DFA
1378
Delta Financial Advisors
Louisiana
$504K -$43.5K -258 -8%
JWM
1379
Jeppson Wealth Management
California
$503K -$338 -2 -0.1%
UF
1380
Univest Financial
Pennsylvania
$502K -$113K -667 -18%
AFP
1381
Ausdal Financial Partners
Iowa
$502K +$24.5K +145 +5%
FCMC
1382
Founders Capital Management (Connecticut)
Connecticut
$501K – – –
WCG
1383
Weaver Consulting Group
California
$497K +$335K +1,984 +205%
BCA
1384
Berman Capital Advisors
Georgia
$495K +$17K +101 +4%
XSC
1385
X-Square Capital
Puerto Rico
$495K +$496K +2,940 New
ITIM
1386
Indiana Trust & Investment Management
Indiana
$492K -$50.6K -300 -9%
CF
1387
Corrigan Financial
Rhode Island
$491K – – –
APW
1388
Aurora Private Wealth
New Jersey
$491K +$178K +1,057 +57%
LFA
1389
Legacy Financial Advisors
Kentucky
$490K -$69.4K -411 -12%
1WA
1390
180 Wealth Advisors
Washington
$489K -$57.4K -340 -10%
WAM
1391
Weatherly Asset Management
California
$488K -$8.27K -49 -2%
CG
1392
Colony Group
Massachusetts
$486K -$2.65M -15,724 -84%
TFO
1393
Tarbox Family Office
California
$486K – – –
TCB
1394
Texas Capital Bancshares
Texas
$485K -$101K -597 -17%
B
1395
Bailard
California
$485K -$73.6K -436 -13%
CWA
1396
Choice Wealth Advisors
Maine
$485K +$486K +2,878 New
LWCFA
1397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$484K – – –
SWM
1398
Salvus Wealth Management
New Jersey
$484K +$515K +3,054 New
CA
1399
Claro Advisors
Massachusetts
$483K -$34.4K -204 -7%
WSTAM
1400
Wilbanks Smith & Thomas Asset Management
Virginia
$482K +$14.3K +85 +3%
54 55
56
57 58