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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1701
Bridges Investment Management
Nebraska
$229K -$49.2K -500 -18%
EFSCE
1702
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$223K +2,265 New
WA
1703
Waddell & Associates
Tennessee
$228K +$222K +2,261 New
RWP
1704
Ridgecrest Wealth Partners
California
$228K +$27.3K +277 +14%
6F
1705
626 Financial
Michigan
$228K +$222K +2,256 New
LWM
1706
Lyell Wealth Management
California
$227K -$984 -10 -0.4%
OFC
1707
Oakland Financial Corp
$227K – – –
PFM
1708
Patton Fund Management
Texas
$227K +$221K +2,249 New
BDL
1709
Bey-Douglas LLC
Georgia
$226K +$220K +2,239 New
RA
1710
Ransom Advisory
Rhode Island
$226K -$14.8K -150 -6%
FCB
1711
First County Bank
Connecticut
$226K -$125K -1,271 -36%
TBNY
1712
Trustco Bank (New York)
New York
$225K -$40.5K -412 -16%
BFA
1713
Bill Few Associates
Pennsylvania
$225K -$19.6K -199 -8%
BHPW
1714
Beverly Hills Private Wealth
California
$225K -$920K -9,349 -81%
CA
1715
CV Advisors
Florida
$225K – – –
HWA
1716
Heritage Wealth Advisors
Virginia
$224K -$118K -1,195 -35%
FAN
1717
Financial Advisors Network
California
$224K +$218K +2,216 New
AWM
1718
Arista Wealth Management
Nevada
$222K +$216K +2,199 New
BPFA
1719
Barnes Pettey Financial Advisors
Mississippi
$222K +$394 +4 +0.2%
GDP
1720
Great Diamond Partners
Maine
$221K +$215K +2,185 New
DLA
1721
Douglas Lane & Associates
New York
$220K -$16.7K -170 -7%
RMP
1722
Richards, Merrill & Peterson
Washington
$220K +$492 +5 +0.2%
CCA
1723
Cobblestone Capital Advisors
New York
$220K -$402K -4,091 -65%
JCFM
1724
JBR Co Financial Management
Oklahoma
$220K -$47.5K -483 -18%
MPM
1725
MBB Public Markets
Illinois
$220K -$51.7K -525 -19%
67 68
69
70 71