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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1401
Vista Investment Management
Pennsylvania
$798K +$60.5K +330 +9%
SAM
1402
S.A. Mason
Michigan
$797K – – –
TBNY
1403
Trustco Bank (New York)
New York
$797K -$36.7K -200 -5%
CBTWT
1404
Community Bank & Trust (Waco, Texas)
Texas
$796K -$2.94K -16 -0.4%
LWM
1405
Liberty Wealth Management
California
$794K +$751K +4,095 New
SFM
1406
Signet Financial Management
New Jersey
$794K +$5.14K +28 +0.7%
CFGS
1407
Concourse Financial Group Securities
Alabama
$793K +$16.1K +88 +2%
ESBC
1408
E.S. Barr & Co
Kentucky
$791K – – –
WSTAM
1409
Wilbanks Smith & Thomas Asset Management
Virginia
$785K +$69.2K +377 +10%
FWCM
1410
Ferguson Wellman Capital Management
Oregon
$780K -$64K -349 -8%
IP
1411
Ignite Planners
California
$780K -$5.14K -28 -0.7%
ERWM
1412
Elk River Wealth Management
Colorado
$779K – – –
WANY
1413
Wealthspire Advisors (New York)
New York
$777K -$307K -1,676 -30%
KCM
1414
Kanawha Capital Management
Virginia
$775K -$27.3K -149 -4%
AP
1415
Americana Partners
Texas
$772K +$730K +3,978 New
AWG
1416
Altus Wealth Group
Colorado
$771K -$18.3K -100 -2%
DWM
1417
Drive Wealth Management
Utah
$771K +$37.2K +203 +5%
RCWM
1418
Royal Capital Wealth Management
Indiana
$770K +$104K +569 +17%
WAS
1419
Wealth Advisory Solutions
Indiana
$760K -$3.6M -19,636 -83%
APA
1420
Astoria Portfolio Advisors
New York
$756K +$200K +1,089 +38%
PIM
1421
Profit Investment Management
Maryland
$755K -$63.1K -344 -8%
T
1422
TOBAM
France
$753K -$43.7K -238 -6%
PG
1423
Patten Group
Tennessee
$751K +$43.7K +238 +7%
CPIG
1424
Chicago Partners Investment Group
Illinois
$746K -$3.12K -17 -0.4%
DAM
1425
Diamant Asset Management
Connecticut
$745K – – –
55 56
57
58 59