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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1626
Sather Financial Group
Texas
$295K +$320K +1,619 New
BWP
1627
BSW Wealth Partners
Colorado
$294K +$36.5K +185 +13%
W
1628
Wealthquest
Ohio
$294K +$43.2K +219 +16%
CAM
1629
Cozad Asset Management
Illinois
$294K +$114K +580 +56%
VCM
1630
Vigilant Capital Management
Maine
$293K -$7.3K -37 -2%
LSPW
1631
Lake Street Private Wealth
Illinois
$292K -$395 -2 -0.1%
ST
1632
Somerset Trust
Pennsylvania
$292K +$93.6K +474 +42%
LJHT
1633
Laurie J. Hall Trustee
$291K – – –
TWA
1634
TCI Wealth Advisors
Arizona
$291K +$45.4K +230 +17%
PTP
1635
Platform Technology Partners
New York
$290K -$66.7K -338 -18%
MIC
1636
Means Investment Company
Maine
$290K +$395 +2 +0.1%
ACM
1637
AlphaStar Capital Management
North Carolina
$290K +$287K +1,454 New
OCG
1638
Opus Capital Group
Ohio
$289K +$33.4K +169 +12%
RSWM
1639
Robertson Stephens Wealth Management
California
$288K -$34.7K -176 -10%
ECM
1640
Elgethun Capital Management
South Dakota
$288K +$987 +5 +0.3%
WTB
1641
Washington Trust Bank
Washington
$288K +$312K +1,583 New
MCWS
1642
McKinley Carter Wealth Services
West Virginia
$287K – – –
EFM
1643
E Fund Management
China
$287K +$311K +1,577 New
PWC
1644
PYA Waltman Capital
Tennessee
$286K – – –
CA
1645
Calton & Associates
Florida
$286K +$592 +3 +0.2%
DA
1646
DSC Advisors
Illinois
$286K +$33K +167 +12%
FCA
1647
FinTrust Capital Advisors
South Carolina
$285K -$12.8K -65 -4%
GSEP
1648
Golden State Equity Partners
California
$285K +$17.6K +89 +6%
BCM
1649
Boltwood Capital Management
California
$284K -$19.7K -100 -6%
IA
1650
Insight Advisors
Pennsylvania
$284K +$6.32K +32 +2%
64 65
66
67 68