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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1751
AlTi Global
New York
$208K +$203K +2,064 New
DTC
1752
Davidson Trust Company
Washington
$208K -$27.4K -279 -12%
RW
1753
Rockport Wealth
Ohio
$208K +$203K +2,062 New
CAC
1754
Certified Advisory Corp
Florida
$208K +$6.89K +70 +4%
BFIC
1755
Bedell Frazier Investment Counselling
California
$208K +$203K +2,060 New
CPW
1756
Crestmont Private Wealth
Texas
$207K +$17.6K +179 +10%
GEA
1757
Glen Eagle Advisors
New Jersey
$207K -$2.16K -22 -1%
TCM
1758
Teza Capital Management
Illinois
$207K +$201K +2,046 New
DA
1759
Detalus Advisors
Missouri
$206K – – –
KNW
1760
Kesler Norman & Wride
Utah
$206K -$2.73M -27,717 -93%
SFS
1761
Sharp Financial Services
Pennsylvania
$206K -$49.4K -502 -20%
HFS
1762
Howard Financial Services
Texas
$206K -$5.12K -52 -2%
EB
1763
Exchange Bank
California
$206K – – –
BWFA
1764
Baltimore-Washington Financial Advisors
Maryland
$206K -$2.85K -29 -1%
BTC
1765
Bank & Trust Company
Illinois
$206K – – –
DJSG
1766
D.J. St. Germain
Massachusetts
$206K +$8.36K +85 +4%
ZI
1767
ZEGA Investments
Florida
$206K -$15.6K -159 -7%
JSL
1768
JT Stratford LLC
Georgia
$205K +$200K +2,028 New
AIM
1769
Advyzon Investment Management
Illinois
$204K +$199K +2,021 New
SI
1770
Severin Investments
Missouri
$204K +$6K +61 +3%
GBT
1771
Grove Bank & Trust
Florida
$204K -$21.8K -222 -10%
SWA
1772
SFMG Wealth Advisors
Texas
$203K -$10K -102 -5%
CIA
1773
Cape Investment Advisory
Georgia
$203K -$17.6K -179 -8%
UAML
1774
US Asset Management LLC
Pennsylvania
$203K – – –
FPWM
1775
FSB Premier Wealth Management
Iowa
$203K -$25.6K -260 -11%
69 70
71
72 73