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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1551
Avity Investment Management
Connecticut
$246K -$106K -725 -33%
FA
1552
Faithward Advisors
Pennsylvania
$246K +$215K +1,475 New
AO
1553
Advisor OS
Illinois
$244K -$409K -2,806 -66%
CFD
1554
Creative Financial Designs
Indiana
$243K +$193K +1,324 +1,011%
HIC
1555
Harvey Investment Company
Kentucky
$243K +$212K +1,458 New
AIP
1556
Almanack Investment Partners
Pennsylvania
$243K +$215K +1,475 New
PWM
1557
Perigon Wealth Management
California
$239K +$209K +1,435 New
EH
1558
Employers Holdings
Nevada
$238K -$668K -4,590 -76%
MIC
1559
Means Investment Company
Maine
$238K +$3.35K +23 +2%
CWM
1560
Circle Wealth Management
New Jersey
$238K +$208K +1,430 New
GDP
1561
Great Diamond Partners
Maine
$238K +$208K +1,430 New
DA
1562
Dillon & Associates
Michigan
$237K -$147K -1,008 -42%
6M
1563
6 Meridian
Kansas
$237K +$207K +1,423 New
AWA
1564
Arkadios Wealth Advisors
Georgia
$235K -$81.4K -559 -29%
JFL
1565
Jarislowsky, Fraser Ltd
Quebec, Canada
$234K +$205K +1,410 New
NPA
1566
Nichols & Pratt Advisers
Massachusetts
$233K +$204K +1,400 New
IAP
1567
Indie Asset Partners
Indiana
$232K -$76K -522 -27%
PCG
1568
Private Capital Group
Connecticut
$232K +$20.7K +142 +11%
OL
1569
Optas LLC
Texas
$232K +$203K +1,392 New
HWA
1570
HCR Wealth Advisors
California
$232K +$203K +1,393 New
EW
1571
Evoke Wealth
California
$231K +$8.01K +55 +4%
SFO
1572
Stokes Family Office
Louisiana
$231K +$201K +1,384 New
ME
1573
McIlrath & Eck
Washington
$227K +$38.9K +267 +24%
CRC
1574
Curi RMB Capital
Illinois
$225K +$197K +1,350 New
ROTUOC
1575
Regents of the University of California
California
$225K +$197K +1,350 New
61 62
63
64 65