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UPS

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