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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1776
Sentry Investment Management
Wisconsin
$187K – – –
LCM
1777
Leisure Capital Management
California
$186K +$175K +1,876 New
CIA
1778
Cape Investment Advisory
Georgia
$183K +$50.3K +538 +41%
KFI
1779
Key Financial Inc
Pennsylvania
$181K +$79.7K +852 +88%
PAM
1780
Paradigm Asset Management
New York
$181K -$9.35K -100 -5%
MPWT
1781
MassMutual Private Wealth & Trust
Connecticut
$176K -$255K -2,725 -61%
CTB
1782
Country Trust Bank
Illinois
$174K -$51.4K -549 -24%
BGAI
1783
Bruce G. Allen Investments
Colorado
$173K +$54.5K +583 +50%
OC
1784
Oakworth Capital
Alabama
$172K -$47.9K -512 -23%
TLA
1785
Tanglewood Legacy Advisors
Texas
$172K – – –
TWD
1786
True Wealth Design
Ohio
$168K +$115K +1,231 +267%
FIA
1787
FNY Investment Advisers
New York
$160K +$145K +1,550 +2,183%
KCM
1788
Key Capital Management
Tennessee
$159K +$149K +1,598 New
SCM
1789
Sterling Capital Management
North Carolina
$158K -$98.8K -1,056 -40%
BWA
1790
Basecamp Wealth Advisors
Washington
$156K +$147K +1,575 New
TFA
1791
Transamerica Financial Advisors
Florida
$156K +$43.1K +461 +42%
WSCM
1792
Wellington Shields Capital Management
New York
$155K – – –
MFP
1793
Meramec Financial Planners
Missouri
$151K +$120K +1,288 New
EB
1794
Eastern Bank
Massachusetts
$151K -$47.5K -508 -25%
LFA
1795
LGT Financial Advisors
Texas
$149K – – –
RFP
1796
Root Financial Partners
California
$148K +$46.1K +493 +49%
MIM
1797
MTM Investment Management
South Carolina
$147K – – –
RMP
1798
Richards, Merrill & Peterson
Washington
$146K +$138K +1,474 New
TC
1799
Trust Company
Kansas
$146K -$281 -3 -0.2%
FHC
1800
First Horizon Corporation
Tennessee
$143K -$31.1K -333 -19%
70 71
72
73 74