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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1676
Drake & Associates
Wisconsin
$380K +$380K +2,081 New
BWM
1677
Baystate Wealth Management
Massachusetts
$379K -$10.2K -56 -3%
HWM
1678
HFR Wealth Management
New York
$375K – – –
ZF
1679
Zhang Financial
Michigan
$374K +$84.6K +464 +29%
VIM
1680
VELA Investment Management
Ohio
$374K +$374K +2,048 New
ACM
1681
AUA Capital Management
Pennsylvania
$373K – – –
BMC
1682
Beaton Management Company
Massachusetts
$373K – – –
BO
1683
BRR OpCo
Ohio
$372K +$13.1K +72 +4%
NEAM
1684
New England Asset Management
Connecticut
$371K +$174K +956 +89%
BAM
1685
Bellevue Asset Management
Washington
$369K +$203K +1,112 +123%
SPWM
1686
Schrum Private Wealth Management
Florida
$367K -$10.9K -60 -3%
APG
1687
Abacus Planning Group
South Carolina
$367K +$70.6K +387 +24%
CIA
1688
Caerus Investment Advisors
Texas
$366K -$36.5K -200 -9%
ME
1689
McIlrath & Eck
Washington
$366K -$6.57K -36 -2%
SWM
1690
Sugarloaf Wealth Management
Georgia
$366K +$17.3K +95 +5%
MWM
1691
Merriman Wealth Management
Washington
$365K -$21.8M -119,717 -98%
RTS
1692
Round Table Services
New Jersey
$365K -$17.9K -98 -5%
FI
1693
FIDELIS iM
Oregon
$365K – – –
RP
1694
Rice Partnership
Hawaii
$365K – – –
ST
1695
Smithfield Trust
Pennsylvania
$364K +$13.7K +75 +4%
AC
1696
Avestar Capital
New York
$363K +$59.5K +326 +20%
SICM
1697
Sustainable Insight Capital Management
New York
$362K -$20.6K -113 -6%
VCP
1698
Vista Capital Partners
Oregon
$362K – – –
IP
1699
Investment Partners
Ohio
$362K +$10.4K +57 +3%
PAM
1700
Premier Asset Management
Illinois
$361K -$218K -1,197 -39%
66 67
68
69 70