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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1701
Braun-Bostich & Associates
Pennsylvania
$431K -$742K -3,490 -63%
SFO
1702
Stokes Family Office
Louisiana
$430K +$36.5K +172 +9%
BBA
1703
BLB&B Advisors
Pennsylvania
$429K -$29.7K -140 -7%
FI
1704
FIDELIS iM
Oregon
$429K – – –
RP
1705
Rice Partnership
Hawaii
$429K – – –
ER
1706
Enlightenment Research
Florida
$429K +$425K +2,000 New
VCP
1707
Vista Capital Partners
Oregon
$426K – – –
VCP
1708
Verus Capital Partners
Arizona
$425K +$495K +2,329 New
SFG
1709
Sather Financial Group
Texas
$424K +$76.5K +360 +22%
LIM
1710
Leavell Investment Management
Alabama
$423K +$22.1K +104 +6%
DDC
1711
DF Dent & Co
Maryland
$422K -$53.1K -250 -11%
BO
1712
BRR OpCo
Ohio
$422K +$64.8K +305 +18%
CP
1713
Castleview Partners
Texas
$422K +$419K +1,971 New
PP
1714
PFS Partners
New Jersey
$421K – – –
BFA
1715
Benedict Financial Advisors
Georgia
$420K +$2.34K +11 +0.6%
IAS
1716
Investment Advisory Services
Texas
$420K +$2.34K +11 +0.6%
AGA
1717
Accuvest Global Advisors
Utah
$418K +$414K +1,950 New
BCA
1718
Bray Capital Advisors
Florida
$416K +$1.27K +6 +0.3%
PIA
1719
Perennial Investment Advisors
California
$414K -$157K -737 -28%
IP
1720
Investment Partners
Ohio
$414K +$1.49K +7 +0.4%
HA
1721
Harfst & Associates
Wyoming
$413K +$1.49K +7 +0.4%
SHA
1722
Seneca House Advisors
Virginia
$413K +$15.9K +75 +4%
MPCG
1723
Matrix Private Capital Group
New York
$412K -$58.2K -274 -12%
MCWA
1724
Meadow Creek Wealth Advisors
Georgia
$412K – – –
NWMG
1725
National Wealth Management Group
Ohio
$411K – – –
67 68
69
70 71