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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1626
Security National Bank of So Dak
Iowa
$302K +$26.7K +165 +10%
MG
1627
Mather Group
Illinois
$302K +$61.8K +382 +27%
OFS
1628
OneAscent Financial Services
Alabama
$301K +$286K +1,770 New
OPA
1629
Old Port Advisors
Maine
$299K +$285K +1,761 New
AWP
1630
Abacus Wealth Partners
California
$299K +$19.7K +122 +7%
LA
1631
LexAurum Advisors
Kansas
$297K -$1.46K -9 -0.5%
NDSI
1632
Newman Dignan & Sheerar Inc
Rhode Island
$294K +$280K +1,729 New
MFG
1633
MidWestOne Financial Group
Iowa
$293K – – –
WC
1634
Westhampton Capital
North Carolina
$293K +$279K +1,725 New
HFM
1635
Harvest Fund Management
China
$292K -$543K -3,359 -66%
CAG
1636
Crestwood Advisors Group
Massachusetts
$291K -$6.31K -39 -2%
LNWTC
1637
Laird Norton Wetherby Trust Company
Washington
$290K -$809 -5 -0.3%
SFO
1638
Stokes Family Office
Louisiana
$290K +$3.72K +23 +1%
MKC
1639
M. Kraus & Co
Vermont
$290K +$5.5K +34 +2%
APWM
1640
Atlas Private Wealth Management
New York
$290K +$105K +651 +62%
PFA
1641
Pinnacle Family Advisors
Missouri
$289K -$67.6K -418 -20%
QPWM
1642
Quadrant Private Wealth Management
Pennsylvania
$288K -$11K -68 -4%
ACA
1643
Aptus Capital Advisors
Alabama
$288K -$6.79K -42 -2%
CAC
1644
Certified Advisory Corp
Florida
$288K +$274K +1,692 New
RSWM
1645
Robertson Stephens Wealth Management
California
$288K +$274K +1,697 New
WAM
1646
Wolverine Asset Management
Illinois
$287K -$892K -5,517 -77%
BOPW
1647
Brandywine Oak Private Wealth
Pennsylvania
$287K -$62.4K -386 -19%
EM
1648
ELCO Management
New York
$287K – – –
VCM
1649
Vigilant Capital Management
Maine
$287K – – –
PFA
1650
Pathway Financial Advisors
Vermont
$286K – – –
64 65
66
67 68