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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1401
Octavia Wealth Advisors
Ohio
$547K -$4.34K -22 -0.7%
MJRIC
1402
Mogy Joel R Investment Counsel
California
$546K – – –
LFM
1403
Lumina Fund Management
New York
$546K +$592K +3,000 New
MCM
1404
Magnolia Capital Management
New York
$546K +$592K +3,000 New
B
1405
Bailard
California
$545K – – –
RWM
1406
Ritholtz Wealth Management
New York
$545K +$8.69K +44 +1%
FAM
1407
Formidable Asset Management
Ohio
$544K +$19.7K +100 +3%
MWA
1408
Meridian Wealth Advisors
Texas
$539K +$7.3K +37 +1%
1WA
1409
180 Wealth Advisors
Washington
$538K -$19.1K -97 -3%
FHA
1410
Flagship Harbor Advisors
Massachusetts
$538K – – –
RA
1411
RFG Advisory
Alabama
$537K -$7.7K -39 -1%
ITIM
1412
Indiana Trust & Investment Management
Indiana
$533K +$987 +5 +0.2%
CF
1413
Corrigan Financial
Rhode Island
$531K – – –
DTC
1414
Davidson Trust Company
Washington
$531K -$592 -3 -0.1%
CWA
1415
Choice Wealth Advisors
Maine
$529K +$1.78K +9 +0.3%
TFO
1416
Tarbox Family Office
California
$528K +$3.16K +16 +0.6%
NDSI
1417
Newman Dignan & Sheerar Inc
Rhode Island
$527K +$89K +451 +18%
FMB
1418
Field & Main Bank
Kentucky
$524K -$37.5K -190 -6%
SWM
1419
Segment Wealth Management
Texas
$523K +$197 +1 +0%
BFO
1420
Boston Family Office
Massachusetts
$521K – – –
CGA
1421
Crescent Grove Advisors
Illinois
$521K +$565K +2,863 New
WC
1422
Westhampton Capital
North Carolina
$518K +$221K +1,120 +65%
RFN
1423
RDA Financial Network
Iowa
$511K +$1.78K +9 +0.3%
CCA
1424
Childress Capital Advisors
Texas
$511K +$75K +380 +16%
WAM
1425
Weatherly Asset Management
California
$510K – – –
55 56
57
58 59