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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1401
Leo Brokerage
Texas
$625K -$16K -80 -3%
MBT
1402
Montecito Bank & Trust
California
$625K +$49K +245 +9%
MJRIC
1403
Mogy Joel R Investment Counsel
California
$624K – – –
KPW
1404
Kore Private Wealth
New York
$624K +$1.2K +6 +0.2%
RA
1405
RFG Advisory
Alabama
$622K -$267K -1,336 -31%
BO
1406
Bank OZK
Arkansas
$622K -$80K -400 -12%
B
1407
Bailard
California
$622K – – –
FCMC
1408
Founders Capital Management (Connecticut)
Connecticut
$619K -$100K -500 -14%
AFWM
1409
AMJ Financial Wealth Management
Virginia
$619K -$19.8K -99 -3%
JWM
1410
Jeppson Wealth Management
California
$619K -$2K -10 -0.3%
CPIG
1411
Chicago Partners Investment Group
Illinois
$619K +$45K +225 +8%
CAS
1412
Cascadia Advisory Services
Oregon
$617K – – –
PCIA
1413
Prime Capital Investment Advisors
Kansas
$617K +$118K +592 +25%
RWM
1414
Ritholtz Wealth Management
New York
$613K -$35.2K -176 -6%
EWM
1415
EPG Wealth Management
Georgia
$612K +$10.6K +53 +2%
FAM
1416
Formidable Asset Management
Ohio
$608K – – –
MWA
1417
Meridian Wealth Advisors
Texas
$608K +$122K +610 +26%
DTC
1418
Davidson Trust Company
Washington
$607K -$49K -245 -8%
CF
1419
Corrigan Financial
Rhode Island
$607K – – –
WSTAM
1420
Wilbanks Smith & Thomas Asset Management
Virginia
$606K +$200 +1 +0%
PA
1421
Procyon Advisors
Connecticut
$605K +$125K +623 +27%
CWA
1422
Choice Wealth Advisors
Maine
$602K +$1.6K +8 +0.3%
TFO
1423
Tarbox Family Office
California
$600K – – –
SWM
1424
Segment Wealth Management
Texas
$597K +$200 +1 +0%
BFO
1425
Boston Family Office
Massachusetts
$595K -$27.2K -136 -5%
55 56
57
58 59