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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1676
Evoke Wealth
California
$233K – – –
BCM
1677
Becker Capital Management
Oregon
$233K +$234K +1,386 New
KP
1678
Keel Point
Alabama
$232K +$233K +1,379 New
FIA
1679
Foundations Investment Advisors
Arizona
$232K +$247K +1,464 New
MIC
1680
Means Investment Company
Maine
$231K +$338 +2 +0.1%
EVC
1681
Eidelman Virant Capital
Missouri
$231K +$231K +1,370 New
W
1682
Wealthquest
Ohio
$231K +$232K +1,376 New
AL
1683
Aspiriant LLC
California
$230K -$549K -3,254 -70%
PCG
1684
Private Capital Group
Connecticut
$230K -$4.56K -27 -2%
BHBT
1685
Burke & Herbert Bank & Trust
Virginia
$229K -$122K -725 -35%
HFP
1686
Holistic Financial Partners
Indiana
$228K +$8.44K +50 +4%
LIA
1687
LBMC Investment Advisors
Tennessee
$228K +$11.8K +70 +5%
WMA
1688
Wealth Management Associates
New Jersey
$228K +$338 +2 +0.1%
EB
1689
Eastern Bank
Massachusetts
$227K – – –
ROTUOC
1690
Regents of the University of California
California
$227K – – –
TWM
1691
Titus Wealth Management
California
$225K +$10.8K +64 +5%
FWM
1692
Fairhaven Wealth Management
Illinois
$225K +$226K +1,337 New
SIM
1693
SSI Investment Management
California
$224K +$224K +1,329 New
MMM
1694
Mendel Money Management
Illinois
$222K – – –
WCF
1695
West Coast Financial
California
$221K +$222K +1,313 New
PB
1696
Pinnacle Bancorp
Nebraska
$220K – – –
VIM
1697
Vista Investment Management
Pennsylvania
$219K +$844 +5 +0.4%
TFA
1698
Trinity Financial Advisors
Ohio
$219K +$219K +1,300 New
DJSG
1699
D.J. St. Germain
Massachusetts
$218K – – –
MFW
1700
Meristem Family Wealth
Minnesota
$217K +$10.3K +61 +5%
66 67
68
69 70