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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1851
Perennial Investment Advisors
California
$206K +$224K +1,872 New
RFP
1852
Root Financial Partners
California
$206K +$223K +1,869 New
CA
1853
Calton & Associates
Florida
$205K +$223K +1,863 New
CI
1854
Cambiar Investors
Colorado
$204K -$78.6K -657 -26%
RTC
1855
Real Talk Capital
Tennessee
$204K -$3.71K -31 -2%
TPWA
1856
TRUE Private Wealth Advisors
Oregon
$204K +$2.99K +25 +1%
IC
1857
Inscription Capital
Texas
$202K +$163K +1,360 New
DBIA
1858
Dumont & Blake Investment Advisors
New Jersey
$202K -$239 -2 -0.1%
HPM
1859
Hoxton Planning & Management
West Virginia
$202K -$9.09K -76 -4%
DPW
1860
DiNuzzo Private Wealth
Pennsylvania
$201K +$359 +3 +0.2%
MWP
1861
Meriwether Wealth & Planning
Louisiana
$201K +$219K +1,830 New
CRI
1862
Colonial River Investments
Virginia
$201K -$41.6K -348 -16%
ASC
1863
Atalanta Sosnoff Capital
New York
$201K -$6.58K -55 -3%
FA
1864
FDx Advisors
Illinois
$201K +$6.46K +54 +3%
BO
1865
Bank OZK
Arkansas
$201K -$12K -100 -5%
NWWA
1866
New Wave Wealth Advisors
Arkansas
$201K +$53.6K +448 +33%
RF
1867
Roxbury Financial
New Jersey
$200K -$3.83K -32 -2%
SAM
1868
Sawgrass Asset Management
Florida
$200K -$6.93K -58 -3%
GFL
1869
Granite FO LLC
New Hampshire
$198K – – –
EWM
1870
Evermay Wealth Management
Virginia
$192K – – –
TLA
1871
Tanglewood Legacy Advisors
Texas
$191K – – –
ITIM
1872
Indiana Trust & Investment Management
Indiana
$188K – – –
USGIU
1873
U.S. Global Investors (USGI)
Texas
$187K +$37.1K +310 +22%
PB
1874
Pinnacle Bancorp
Nebraska
$187K -$10.5K -88 -5%
OC
1875
Oakworth Capital
Alabama
$186K -$188K -1,569 -48%
73 74
75
76 77