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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1851
Lakewood Asset Management
Illinois
$206K -$491K -4,103 -69%
CPW
1852
Crestmont Private Wealth
Texas
$206K -$3.59K -30 -2%
PIA
1853
Perennial Investment Advisors
California
$206K +$224K +1,872 New
RFP
1854
Root Financial Partners
California
$206K +$223K +1,869 New
CA
1855
Calton & Associates
Florida
$205K +$223K +1,863 New
CI
1856
Cambiar Investors
Colorado
$204K -$78.6K -657 -26%
RTC
1857
Real Talk Capital
Tennessee
$204K -$3.71K -31 -2%
TPWA
1858
TRUE Private Wealth Advisors
Oregon
$204K +$2.99K +25 +1%
IC
1859
Inscription Capital
Texas
$202K +$163K +1,360 New
DBIA
1860
Dumont & Blake Investment Advisors
New Jersey
$202K -$239 -2 -0.1%
HPM
1861
Hoxton Planning & Management
West Virginia
$202K -$9.09K -76 -4%
DPW
1862
DiNuzzo Private Wealth
Pennsylvania
$201K +$359 +3 +0.2%
MWP
1863
Meriwether Wealth & Planning
Louisiana
$201K +$219K +1,830 New
CRI
1864
Colonial River Investments
Virginia
$201K -$41.6K -348 -16%
ASC
1865
Atalanta Sosnoff Capital
New York
$201K -$6.58K -55 -3%
FA
1866
FDx Advisors
Illinois
$201K +$6.46K +54 +3%
BO
1867
Bank OZK
Arkansas
$201K -$12K -100 -5%
NWWA
1868
New Wave Wealth Advisors
Arkansas
$201K +$53.6K +448 +33%
RF
1869
Roxbury Financial
New Jersey
$200K -$3.83K -32 -2%
SAM
1870
Sawgrass Asset Management
Florida
$200K -$6.93K -58 -3%
GFL
1871
Granite FO LLC
New Hampshire
$198K – – –
EWM
1872
Evermay Wealth Management
Virginia
$192K – – –
TLA
1873
Tanglewood Legacy Advisors
Texas
$191K – – –
ITIM
1874
Indiana Trust & Investment Management
Indiana
$188K – – –
USGIU
1875
U.S. Global Investors (USGI)
Texas
$187K +$37.1K +310 +22%
73 74
75
76 77