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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
1551
New England Asset Management
Connecticut
$327K – – –
SCA
1552
Stuart Chaussee & Associates
California
$327K – – –
BFA
1553
Benedict Financial Advisors
Georgia
$327K +$1.18K +7 +0.4%
LB
1554
Legacy Bridge
Iowa
$326K – – –
PPSG
1555
Princeton Portfolio Strategies Group
New Jersey
$326K – – –
GDP
1556
Great Diamond Partners
Maine
$326K +$85.6K +507 +35%
AIIMS
1557
Analyst IMS Investment Management Services
Israel
$325K -$20.3K -120 -6%
SWIG
1558
Strategic Wealth Investment Group
Kentucky
$325K -$18.1K -107 -5%
MCM
1559
McRae Capital Management
New Jersey
$324K +$506 +3 +0.2%
AFA
1560
Atlanta Financial Associates
Georgia
$323K – – –
BCA
1561
Bray Capital Advisors
Florida
$323K +$844 +5 +0.3%
RE
1562
RBC Europe
United Kingdom
$323K +$14.3K +85 +5%
AWE
1563
Avidian Wealth Enterprises
Texas
$321K +$54.2K +321 +20%
TI
1564
Truehand Inc
New Hampshire
$320K – – –
CRI
1565
Colonial River Investments
Virginia
$319K +$323K +1,914 New
PCIA
1566
Prime Capital Investment Advisors
Kansas
$318K -$47.1K -279 -13%
ST
1567
Smithfield Trust
Pennsylvania
$318K -$22.4K -133 -7%
SCA
1568
STALEY CAPITAL ADVISERS
Pennsylvania
$317K – – –
ATC
1569
Adirondack Trust Company
New York
$316K +$1.69K +10 +0.5%
PM
1570
Parametrica Management
Hong Kong
$315K +$316K +1,871 New
AIP
1571
Almanack Investment Partners
Pennsylvania
$314K +$66K +391 +27%
CG
1572
Corundum Group
Colorado
$313K +$24.5K +145 +8%
MWM
1573
Mascoma Wealth Management
New Hampshire
$312K +$312K +1,850 New
SICM
1574
Sustainable Insight Capital Management
New York
$312K +$313K +1,854 New
SWM
1575
Sugarloaf Wealth Management
Georgia
$311K -$3.04K -18 -1%
61 62
63
64 65