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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1501
Indiana Trust & Investment Management
Indiana
$628K +$814 +4 +0.1%
DC
1502
Diametric Capital
Massachusetts
$626K +$594K +2,920 New
CF
1503
Corrigan Financial
Rhode Island
$625K – – –
EA
1504
Eudaimonia Advisors
Tennessee
$623K +$591K +2,905 New
CCA
1505
Childress Capital Advisors
Texas
$622K +$18.7K +92 +3%
KWM
1506
Kolinsky Wealth Management
New Jersey
$621K +$589K +2,896 New
ACM
1507
Advisors Capital Management
New Jersey
$619K +$57.6K +283 +11%
CWA
1508
Choice Wealth Advisors
Maine
$618K -$4.47K -22 -0.8%
WCG
1509
Weaver Consulting Group
California
$618K +$26.2K +129 +5%
TFO
1510
Tarbox Family Office
California
$617K -$4.47K -22 -0.8%
VW
1511
Vance Wealth
California
$616K +$585K +2,875 New
GWM
1512
Gray Wealth Management
Maine
$615K +$24.8K +122 +4%
AWM
1513
Accel Wealth Management
Iowa
$615K +$105K +516 +22%
DA
1514
Detalus Advisors
Missouri
$613K -$40.7K -200 -7%
FIBT
1515
First International Bank & Trust
North Dakota
$613K +$581K +2,858 New
DCM
1516
Deuterium Capital Management
Florida
$611K +$580K +2,852 New
WC
1517
Westhampton Capital
North Carolina
$610K – – –
DTC
1518
Davidson Trust Company
Washington
$608K -$15.9K -78 -3%
PSP
1519
Principal Street Partners
Tennessee
$606K +$55.9K +275 +11%
COF
1520
Capital One Financial
Virginia
$605K -$58.2K -286 -9%
KOCAA
1521
Knights of Columbus Asset Advisors
Connecticut
$605K +$574K +2,822 New
CCM
1522
Cribstone Capital Management
Maine
$602K +$5.49K +27 +1%
WAM
1523
Weatherly Asset Management
California
$600K – – –
RFN
1524
RDA Financial Network
Iowa
$598K -$3.66K -18 -0.6%
AWA
1525
Arete Wealth Advisors
Illinois
$598K +$41.7K +205 +8%
59 60
61
62 63