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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1701
Evelyn Partners Investment Management Services
$67.2K +$72.9K +805 New
LAM
1702
LOM Asset Management
$67K -$152K -1,676 -68%
PMFA
1703
Plante Moran Financial Advisors
Michigan
$66.8K – – –
CTC
1704
Corundum Trust Company
South Dakota
$66.5K +$72.1K +796 New
HBW
1705
Hazlett, Burt & Watson
West Virginia
$65K -$23.5K -259 -25%
KB
1706
Kimelman & Baird
New York
$62K -$12.3M -135,252 -99%
MA
1707
MCF Advisors
Kentucky
$57.5K -$32.1K -354 -34%
IWM
1708
IMG Wealth Management
Florida
$56.1K – – –
IAS
1709
IMA Advisory Services
Colorado
$55.9K +$15.6K +172 +35%
TFA
1710
Toth Financial Advisory
Virginia
$55K +$362 +4 +0.6%
TF
1711
Tompkins Financial
New York
$54.8K -$15.3K -169 -20%
RPA
1712
Redwood Park Advisors
California
$54.8K +$181 +2 +0.3%
QC
1713
Quent Capital
New York
$54.7K +$59.2K +654 New
CWP
1714
Clark Wealth Partners
Illinois
$54.6K +$40.2K +444 +415%
BWL
1715
Bogart Wealth LLC
Virginia
$53.9K -$12.7K -140 -18%
BHWM
1716
Beaird Harris Wealth Management
Texas
$53.9K – – –
GIM
1717
Generali Investments Management
Slovenia
$53K – – –
TCB
1718
Texas Capital Bancshares
Texas
$51.6K +$56K +618 New
PS
1719
Pinney & Scofield
Massachusetts
$51.4K +$17.8K +197 +47%
MSFP
1720
Mark Sheptoff Financial Planning
Connecticut
$50.1K +$4.53K +50 +9%
WB
1721
Webster Bank
Connecticut
$50K -$24.4K -269 -31%
NRG
1722
Nemes Rush Group
Michigan
$49.7K -$1.45K -16 -3%
CAL
1723
Capital Advisors Ltd
Ohio
$45K -$20.7K -229 -30%
NC
1724
North Capital
Utah
$44.8K -$2.63K -29 -5%
SPF
1725
South Plains Financial
Texas
$44.7K -$67K -740 -58%
67 68
69
70 71