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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1501
Concord Wealth Partners
Virginia
$564K -$84.8K -490 -13%
MCCA
1502
Mill Creek Capital Advisors
Pennsylvania
$564K +$562K +3,244 New
MF
1503
Montis Financial
Massachusetts
$562K – – –
PFBT
1504
Parkside Financial Bank & Trust
Missouri
$562K -$19.4K -112 -3%
GHAM
1505
Gilman Hill Asset Management
Connecticut
$560K -$4.16K -24 -0.7%
LFA
1506
Landmark Financial Advisors
Kentucky
$558K -$17.3K -100 -3%
VCM
1507
Vigilant Capital Management
Maine
$558K +$18K +104 +3%
LHC
1508
Little House Capital
Massachusetts
$558K -$939K -5,426 -63%
PP
1509
Patten & Patten
Tennessee
$557K -$17.5K -101 -3%
MAM
1510
Meeder Asset Management
Ohio
$557K -$3.25M -18,755 -85%
KFA
1511
Krane Funds Advisors
New York
$556K -$86K -497 -13%
WPC
1512
Wedmont Private Capital
Pennsylvania
$555K -$24.4K -141 -4%
NDSI
1513
Newman Dignan & Sheerar Inc
Rhode Island
$554K +$6.75K +39 +1%
AFP
1514
Ausdal Financial Partners
Iowa
$554K -$27.5K -159 -5%
SA
1515
SRN Advisors
Pennsylvania
$551K +$549K +3,170 New
SWP
1516
Strategic Wealth Partners
Ohio
$550K +$24.8K +143 +5%
KIG
1517
Kennedy Investment Group
New Jersey
$549K +$547K +3,160 New
FMLI
1518
Fukoku Mutual Life Insurance
Japan
$549K – – –
CAL
1519
Capital Analysts LLC
Pennsylvania
$547K +$64.2K +371 +13%
BCG
1520
Breakwater Capital Group
New Jersey
$544K +$542K +3,131 New
PI
1521
Parkside Investments
Illinois
$543K +$541K +3,125 New
OWA
1522
Octavia Wealth Advisors
Ohio
$542K +$346 +2 +0.1%
TC
1523
Titleist Capital
Texas
$541K +$20.1K +116 +4%
MWM
1524
Mascoma Wealth Management
New Hampshire
$541K -$26K -150 -5%
SFB
1525
STAR Financial Bank
Indiana
$541K +$538K +3,110 New
59 60
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62 63