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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1526
Sound View Wealth Advisors Group
Georgia
$387K -$146K -1,219 -26%
CNFG
1527
Creegan & Nassoura Financial Group
New Hampshire
$386K +$359 +3 +0.1%
FCB
1528
First County Bank
Connecticut
$386K -$46.8K -391 -10%
TGAM
1529
TBH Global Asset Management
Tennessee
$385K +$150K +1,251 +56%
FIM
1530
Freedom Investment Management
Connecticut
$383K -$369K -3,084 -47%
KTC
1531
Kentucky Trust Company
Kentucky
$382K -$3.59K -30 -0.9%
WPC
1532
Wedmont Private Capital
Pennsylvania
$382K +$95.3K +797 +25%
CAMG
1533
CWA Asset Management Group
Florida
$381K +$23.1K +193 +6%
ANBT
1534
American National Bank & Trust
Texas
$379K +$5.74K +48 +1%
FTC
1535
Farmers Trust Company
Ohio
$377K +$72.3K +605 +21%
KP
1536
Keel Point
Alabama
$377K +$63.4K +530 +18%
HWA
1537
Heritage Wealth Advisors
Virginia
$375K -$35K -293 -8%
LA
1538
LVW Advisors
New York
$375K -$18.1K -151 -4%
FMTC
1539
Farmers & Merchants Trust Company
California
$374K -$5.26K -44 -1%
WTG
1540
West Tower Group
Virginia
$374K – – –
MQWP
1541
Morey & Quinn Wealth Partners
Nebraska
$374K -$28.6K -239 -7%
MIA
1542
MeadowBrook Investment Advisors
Michigan
$373K +$53.6K +448 +15%
TWM
1543
Thrive Wealth Management
Pennsylvania
$372K +$126K +1,056 +45%
PCS
1544
Personal CFO Solutions
New Jersey
$372K +$51.5K +431 +15%
SJIM
1545
St. Johns Investment Management
Florida
$370K -$36.6K -306 -8%
LWP
1546
LMG Wealth Partners
Louisiana
$368K +$9.8K +82 +3%
PFBT
1547
Parkside Financial Bank & Trust
Missouri
$367K +$136K +1,137 +52%
CFP
1548
Cascade Financial Partners
California
$366K +$4.18K +35 +1%
SWA
1549
Sax Wealth Advisors
New Jersey
$365K -$348K -2,907 -47%
CAU
1550
Caxton Associates (UK)
$363K +$394K +3,297 New
60 61
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