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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1751
AMI Investment Management
Indiana
$211K – – –
EM
1752
ELCO Management
New York
$211K – – –
EIP
1753
Ellis Investment Partners
Pennsylvania
$211K +$987 +5 +0.4%
BFS
1754
Bickling Financial Services
Massachusetts
$211K +$1.18K +6 +0.5%
QI
1755
Qtron Investments
Massachusetts
$210K -$218K -1,102 -49%
MMPW
1756
Mitchell McLeod Pugh & Williams
Alabama
$210K -$3.95K -20 -2%
KP
1757
Keel Point
Alabama
$210K -$3.16K -16 -1%
CWP
1758
CFM Wealth Partners
Texas
$209K -$3.95K -20 -2%
HHGA
1759
Halbert Hargrove Global Advisors
California
$209K +$3.36K +17 +2%
GPA
1760
Garrison Point Advisors
California
$208K – – –
CAL
1761
Capital Advisors Ltd
Ohio
$208K +$155K +785 +220%
MA
1762
Mosaic Advisors
Texas
$206K -$65.5K -332 -23%
SW
1763
SteelPeak Wealth
California
$205K -$101K -510 -31%
EIM
1764
Essex Investment Management
Massachusetts
$205K – – –
GIA
1765
Goodwin Investment Advisory
Georgia
$205K +$222K +1,126 New
IWA
1766
Intercontinental Wealth Advisors
Texas
$204K -$1.18K -6 -0.5%
SEP
1767
Southland Equity Partners
Missouri
$204K +$8.29K +42 +4%
FWM
1768
FFT Wealth Management
Pennsylvania
$203K +$24.1K +122 +12%
HC
1769
Hatton Consulting
Arizona
$202K – – –
WA
1770
WBH Advisory
Maryland
$201K -$9.67K -49 -4%
ATFA
1771
All Terrain Financial Advisors
Minnesota
$200K – – –
BWM
1772
Buckley Wealth Management
Nevada
$200K – – –
NCM
1773
Northside Capital Management
Oregon
$200K – – –
HZ
1774
Hixon Zuercher
Ohio
$200K +$217K +1,100 New
CHA
1775
Carmichael Hill & Associates
Maryland
$198K -$1.97K -10 -0.9%
69 70
71
72 73