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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
1851
WD Rutherford
Oregon
$296K +$15.9K +75 +6%
CYG
1852
Clean Yield Group
Vermont
$294K +$3.83K +18 +1%
IAP
1853
Indie Asset Partners
Indiana
$294K +$11.9K +56 +4%
PCG
1854
Private Capital Group
Connecticut
$294K +$32.1K +151 +12%
DAM
1855
Derbend Asset Management
Georgia
$292K – – –
LIA
1856
LBMC Investment Advisors
Tennessee
$292K +$1.91K +9 +0.7%
EM
1857
ELCO Management
New York
$291K +$42.5K +200 +17%
GWA
1858
GGM Wealth Advisors
Maryland
$291K +$324K +1,527 New
ROTUOC
1859
Regents of the University of California
California
$290K – – –
OPCM
1860
Osborne Partners Capital Management
California
$290K +$21.9K +103 +8%
WP
1861
WealthPLAN Partners
Nebraska
$290K +$55.9K +263 +19%
WIM
1862
WealthPlan Investment Management
Nebraska
$290K +$343K +1,616 New
CA
1863
Calton & Associates
Florida
$289K -$43.1K -203 -13%
WA
1864
Waverly Advisors
Alabama
$288K -$1.49K -7 -0.5%
FPB
1865
First PREMIER Bank
South Dakota
$287K -$42.5K -200 -13%
GAB
1866
German American Bancorp
Indiana
$286K +$15.3K +72 +6%
AWM
1867
Angeles Wealth Management
California
$286K +$283K +1,332 New
CAC
1868
Cowen and Company
New York
$286K +$284K +1,335 New
BHBT
1869
Burke & Herbert Bank & Trust
Virginia
$285K -$16.6K -78 -6%
FWM
1870
Fairhaven Wealth Management
Illinois
$285K +$212 +1 +0.1%
PWM
1871
Prentice Wealth Management
New York
$284K +$5.95K +28 +2%
GWS
1872
Glassman Wealth Services
Virginia
$284K +$45.3K +213 +19%
SIM
1873
SSI Investment Management
California
$283K -$2.98K -14 -1%
SAM
1874
Seelaus Asset Management
New Jersey
$283K +$425 +2 +0.2%
ECG
1875
Edge Capital Group
Georgia
$283K +$1.06K +5 +0.4%
73 74
75
76 77