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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1501
Hayden Royal
North Carolina
$498K -$1K -5 -0.2%
SVWAG
1502
Sound View Wealth Advisors Group
Georgia
$498K +$8.2K +41 +2%
VCM
1503
Versant Capital Management
Arizona
$496K -$2.6K -13 -0.5%
LNB
1504
Ledyard National Bank
$495K -$5K -25 -1%
WWM
1505
Western Wealth Management
Colorado
$495K +$400 +2 +0.1%
ITIM
1506
Indiana Trust & Investment Management
Indiana
$492K – – –
NP
1507
NorthRock Partners
Minnesota
$487K -$62.2K -311 -12%
AWA
1508
Arete Wealth Advisors
Illinois
$483K -$31K -155 -5%
BFPW
1509
BOK Financial Private Wealth
Colorado
$482K +$128K +641 +38%
LCM
1510
Leisure Capital Management
California
$481K – – –
HFM
1511
Harvest Fund Management
China
$480K +$111K +557 +32%
EN1L
1512
Engine No 1 LLC
California
$480K +$462K +2,307 New
RWI
1513
Red Wave Investments
Pennsylvania
$478K -$7.6K -38 -2%
SAM
1514
Strategy Asset Managers
California
$474K +$15.6K +78 +4%
RPWA
1515
Regent Peak Wealth Advisors
Georgia
$473K -$65.6K -328 -12%
SWA
1516
Sutton Wealth Advisors
Florida
$472K – – –
AC
1517
Alexandria Capital
Virginia
$472K -$10K -50 -2%
RCA
1518
Reitz Capital Advisors
Michigan
$471K -$45K -225 -9%
NAM
1519
NTV Asset Management
West Virginia
$471K +$600 +3 +0.1%
PIA
1520
Perennial Investment Advisors
California
$469K -$3.6K -18 -0.8%
CCM
1521
Crossvault Capital Management
Texas
$469K – – –
QI
1522
Qtron Investments
Massachusetts
$469K – – –
PCS
1523
Personal CFO Solutions
New Jersey
$468K +$52.6K +263 +13%
DP
1524
Dearborn Partners
Illinois
$468K +$56K +280 +14%
BBNB
1525
Baker Boyer National Bank
Washington
$463K +$507K +2,536 New
59 60
61
62 63