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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1551
Montis Financial
Massachusetts
$362K – – –
FLII
1552
First Long Island Investors
New York
$362K -$13.3M -111,526 -97%
CF
1553
Claris Financial
Virginia
$362K – – –
KIG
1554
Kennedy Investment Group
New Jersey
$361K +$20.7K +173 +6%
LWCFA
1555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K -$108K -900 -20%
SIC
1556
Sterling Investment Counsel
New York
$358K +$2.39K +20 +0.6%
MA
1557
MONECO Advisors
Connecticut
$358K +$389K +3,251 New
FFWA
1558
FRG Family Wealth Advisors
Washington
$357K -$16.7K -140 -4%
SFG
1559
SevenBridge Financial Group
Pennsylvania
$357K -$303K -2,530 -42%
GSWA
1560
Good Steward Wealth Advisors
Tennessee
$356K +$387K +3,236 New
JC
1561
JBGlobal.com
New York
$354K +$385K +3,216 New
SB
1562
Simmons Bank
Arkansas
$351K -$46.2K -386 -11%
AW
1563
Atlas Wealth
Ohio
$350K +$52K +435 +16%
FCA
1564
Fortis Capital Advisors
Kansas
$350K +$12.4K +104 +3%
LAM
1565
L2 Asset Management
Massachusetts
$348K +$34.6K +289 +10%
CIC
1566
Chase Investment Counsel
Virginia
$348K -$1.91K -16 -0.5%
SWM
1567
Segment Wealth Management
Texas
$346K – – –
FCH
1568
Freestone Capital Holdings
Washington
$345K -$29.7K -248 -7%
WAM
1569
Weatherly Asset Management
California
$345K +$2.39K +20 +0.6%
VFM
1570
Vision Financial Markets
Connecticut
$345K +$2.75K +23 +0.7%
VIP
1571
Vista Investment Partners
Oklahoma
$344K -$16.9K -141 -4%
VI
1572
Versor Investments
New York
$344K +$374K +3,125 New
PTP
1573
Platform Technology Partners
New York
$344K +$66.2K +554 +22%
OBWG
1574
Onyx Bridge Wealth Group
New York
$344K -$63.6K -532 -15%
LGF
1575
LGT Group Foundation
Liechtenstein
$343K +$104K +870 +39%
61 62
63
64 65