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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
AmeriServ Wealth Advisors
Pennsylvania
$228K – – –
AMCA
1727
Arthur M. Cohen & Associates
Illinois
$228K – – –
CYG
1728
Clean Yield Group
Vermont
$228K +$10.5K +53 +4%
NPA
1729
Nichols & Pratt Advisers
Massachusetts
$227K -$29.6K -150 -11%
SB
1730
Strategic Blueprint
Georgia
$226K -$59K -299 -19%
TC
1731
Trust Company
Kansas
$226K -$2.37K -12 -1%
KFI
1732
Key Financial Inc
Pennsylvania
$224K +$11.6K +59 +5%
MWP
1733
Madison Wealth Partners
Wisconsin
$224K +$242K +1,228 New
CRC
1734
Curi RMB Capital
Illinois
$223K +$14.8K +75 +7%
PWMG
1735
Prestige Wealth Management Group
New Jersey
$223K +$68.9K +349 +40%
GAB
1736
German American Bancorp
Indiana
$221K +$12.6K +64 +6%
CHP
1737
Cable Hill Partners
Oregon
$221K +$22.9K +116 +11%
GL
1738
Graypoint LLC
New York
$220K +$238K +1,207 New
TSS
1739
Two Sigma Securities
New York
$219K -$315K -1,595 -57%
BFC
1740
Bedel Financial Consulting
Indiana
$219K -$21.9K -111 -8%
EA
1741
Elm Advisors
California
$219K – – –
OWA
1742
Opal Wealth Advisors
New York
$218K -$7.9K -40 -3%
CWM
1743
Circle Wealth Management
New Jersey
$217K -$54.9K -278 -19%
JC
1744
JB Capital
Connecticut
$216K +$234K +1,184 New
TA
1745
Tiedemann Advisors
New York
$215K -$117K -591 -33%
RPG
1746
Resource Planning Group
Georgia
$212K -$9.47K -48 -4%
AP
1747
Appleton Partners
Massachusetts
$212K -$3.16K -16 -1%
LFG
1748
Lazard Frères Gestion
France
$212K – – –
MA
1749
Mezzasalma Advisors
New Jersey
$212K – – –
BA
1750
Ballast Advisors
Minnesota
$212K +$197 +1 +0.1%
68 69
70
71 72