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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1626
Laidlaw Wealth Management
New York
$269K +$270K +1,599 New
GBBWRPM
1627
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$268K +$63.6K +377 +31%
PWC
1628
PYA Waltman Capital
Tennessee
$265K – – –
ME
1629
McIlrath & Eck
Washington
$265K +$35.8K +212 +16%
CFA
1630
CWS Financial Advisors
Michigan
$264K +$39.3K +233 +17%
ECM
1631
Elgethun Capital Management
South Dakota
$263K +$263K +1,560 New
MCWS
1632
McKinley Carter Wealth Services
West Virginia
$263K +$264K +1,562 New
FCA
1633
FinTrust Capital Advisors
South Carolina
$261K +$57.4K +340 +28%
TNBTD
1634
Trustmark National Bank Trust Department
Mississippi
$261K +$262K +1,552 New
SPI
1635
Santori & Peters Inc
Pennsylvania
$259K -$130K -772 -32%
WP
1636
WealthSource Partners
California
$259K +$6.92K +41 +3%
FPB
1637
First PREMIER Bank
South Dakota
$259K +$49.8K +295 +24%
JIC
1638
Joel Isaacson & Co
New York
$259K +$259K +1,536 New
TIA
1639
Tiemann Investment Advisors
California
$257K -$33.8K -200 -12%
NFG
1640
Nadler Financial Group
Illinois
$257K +$258K +1,526 New
CRC
1641
Curi RMB Capital
Illinois
$255K +$27.8K +165 +12%
CWP
1642
Concord Wealth Partners
Virginia
$255K +$255K +1,512 New
CA
1643
Cornerstone Advisory
Maryland
$255K +$255K +1,512 New
ACM
1644
AUA Capital Management
Pennsylvania
$254K +$1.35K +8 +0.5%
RC
1645
RBO & Co
California
$253K – – –
PCM
1646
Penserra Capital Management
California
$252K +$52.7K +312 +26%
WCM
1647
Wisconsin Capital Management
Wisconsin
$252K +$252K +1,495 New
BFPW
1648
BOK Financial Private Wealth
Colorado
$251K +$47.3K +280 +23%
WAG
1649
Winthrop Advisory Group
Massachusetts
$250K +$30.9K +183 +14%
DIM
1650
Delta Investment Management
California
$250K +$251K +1,487 New
64 65
66
67 68