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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1601
Baker Ellis Asset Management
Washington
$458K -$45.4K -300 -9%
MCCA
1602
Mill Creek Capital Advisors
Pennsylvania
$457K -$11.5K -76 -3%
OFS
1603
OneAscent Financial Services
Alabama
$456K +$224K +1,481 +104%
WSTAM
1604
Wilbanks Smith & Thomas Asset Management
Virginia
$456K -$41K -271 -9%
SWP
1605
Strategic Wealth Partners
Ohio
$454K +$9.37K +62 +2%
ICM
1606
IMS Capital Management
Oregon
$452K +$454 +3 +0.1%
MAM
1607
Mystic Asset Management
Rhode Island
$452K +$80.9K +535 +23%
SFB
1608
STAR Financial Bank
Indiana
$449K +$1.36K +9 +0.3%
MHIC
1609
Marble Harbor Investment Counsel
Massachusetts
$449K -$15.6K -103 -3%
DTC
1610
Davidson Trust Company
Washington
$449K +$9.07K +60 +2%
FFM
1611
Forum Financial Management
Illinois
$448K -$293K -1,939 -40%
SFP
1612
Shepherd Financial Partners
Massachusetts
$447K +$15.7K +104 +4%
LNB
1613
Ledyard National Bank
$446K – – –
GWANC
1614
Guardian Wealth Advisors (North Carolina)
North Carolina
$445K -$11.6K -77 -3%
AGA
1615
Accuvest Global Advisors
Utah
$443K -$74.1K -490 -15%
SJIM
1616
St. Johns Investment Management
Florida
$442K -$16.8K -111 -4%
CWA
1617
Choice Wealth Advisors
Maine
$441K +$2.87K +19 +0.7%
AFG
1618
AFS Financial Group
Maryland
$441K -$927K -6,129 -69%
MFC
1619
Mechanics Financial Corp
Ohio
$441K +$14.4K +95 +4%
NA
1620
Navellier & Associates
Nevada
$438K +$74.2K +491 +21%
BC
1621
Burney Company
Virginia
$436K -$7.11K -47 -2%
GWM
1622
Gray Wealth Management
Maine
$435K -$25.1K -166 -6%
AWM
1623
Absher Wealth Management
North Carolina
$435K +$24.2K +160 +6%
MIG
1624
McGuire Investment Group
Rhode Island
$434K -$42K -278 -9%
GC
1625
Guidance Capital
Kentucky
$434K +$12.9K +85 +3%
63 64
65
66 67