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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1801
Oakworth Capital
Alabama
$182K – – –
TSMHT
1802
Thurston Springer Miller Herd & Titak
Indiana
$177K +$95K +914 +125%
CIA
1803
Cape Investment Advisory
Georgia
$176K +$170K +1,633 New
AG
1804
AmeriFlex Group
Nevada
$173K -$6.86K -66 -4%
RMP
1805
Richards, Merrill & Peterson
Washington
$169K +$10.9K +105 +7%
PH
1806
Pinnacle Holdings
Oklahoma
$166K +$62.4K +600 +63%
WAM
1807
Wolverine Asset Management
Illinois
$165K -$222K -2,132 -58%
LFA
1808
LGT Financial Advisors
Texas
$161K – – –
BAM
1809
Bellevue Asset Management
Washington
$156K +$39.1K +376 +35%
BWA
1810
Basecamp Wealth Advisors
Washington
$151K -$13.5K -130 -8%
WPA
1811
West Paces Advisors
Georgia
$148K +$143K +1,378 New
LIA
1812
Limestone Investment Advisors
New York
$146K +$54.1K +520 +62%
RFS
1813
Richardson Financial Services
Massachusetts
$145K -$1.04K -10 -0.7%
CAL
1814
Capital Analysts LLC
Pennsylvania
$144K -$208 -2 -0.1%
GFL
1815
Granite FO LLC
New Hampshire
$140K – – –
FMTCOCP
1816
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$139K – – –
EB
1817
Eastern Bank
Massachusetts
$136K -$3.12K -30 -2%
BC
1818
Broadwater Capital
Massachusetts
$135K – – –
TFIPS
1819
Towarzystwo Funduszy Inwestycyjnych PZU SA
$134K +$20.8K +200 +19%
TWIM
1820
TIAA Wealth Investment Management
New York
$133K +$16K +154 +14%
C
1821
Covestor
United Kingdom
$133K +$40.3K +388 +45%
LB
1822
Legacy Bridge
Iowa
$132K – – –
USB
1823
Union Savings Bank
Connecticut
$131K -$10.4K -100 -8%
AF
1824
Advisornet Financial
Minnesota
$129K +$3.53K +34 +3%
CWP
1825
Concord Wealth Partners
Virginia
$127K +$123K +1,184 New
71 72
73
74 75